Workflow Action: Add Contact Tag

In this guide, we'll walk you through using the "Add Contact Tag" action, a powerful tool for organizing your contacts, categorizing them for targeted marketing, and triggering workflows. Tags are essential for maintaining structured contact records and enabling automation processes, making it easier to manage your audience effectively. Let’s get started!

Overview of the "Add Contact Tag" Action

The "Add Contact Tag" action automatically applies one or more tags to a contact's record. Tags help you group contacts based on specific criteria, such as their interaction source or interests, allowing you to streamline your marketing efforts and automate follow-ups. You can also create new tags directly from the action setup.

Key Features and Benefits

• Organize Contacts Efficiently: Use tags to categorize contacts for better audience management.
• Trigger Automated Workflows: Tags can automatically trigger workflows, allowing for targeted actions based on contact behavior.
• Personalize Marketing Campaigns: Tailor your marketing efforts by tagging contacts according to their interests or engagement sources.
• Custom Tagging Flexibility: Easily toggle between standard values and a custom value picker to dynamically create personalized tags based on automation trigger data for enhanced workflow efficiency.

Step-by-Step Guide to Setting Up the "Add Contact Tag" Action

Step 1: Choose the Action Type

• Navigate to the Automation tab.
• Create a Workflow or edit an existing one.

• Select “Add Contact Tag” from the list of available actions.

Step 2: Name Your Action

• Enter a descriptive name for the action, such as “Tag Added” or “Facebook Tagging.” This helps you easily identify the action in your workflow setup.

Step 3: Select Tags

• Choose one or multiple tags that you want to add to the contact. You can scroll through the list and select the appropriate tags that align with your criteria.
• Toggle between standard values and a custom value picker for specific field types. To do so, simply change the field type to "Custom" via the three dots next to the field and select the desired value from the custom value picker.
• In the custom values tags that are added can be string ‘tag-1’ or [‘tag-1’, ‘tag-2’], or ‘tag-1, tag-2’

Note: The feature currently applies to "Add Contact Tag" and "Remove Contact Tag" actions.

• Real-Life Use Cases:
• Create tags combining service type and location, e.g., "bushtrimming-{{contact.postal_code}}."
• Generate tags based on the user setting a lead, like "setter_{{user.name}}."
• Add tags for sign-up offers or dates, such as "Signup-{{right_now.month}}-{{right_now.year}}."

Step 4: Delete Tags

• If you need to remove a selected tag, click the “x” icon next to the tag in the list. This will de-select the tag to ensure it is not added to the contact.

Step 5: Add a New Tag

• If the tag you need isn’t available, you can create a new one by typing the desired tag name in the input field.
• Click on the “Add New Tag” button, and the tag will be added to your list, ready to be applied to contacts.

Real-World Example: Adding a Tag When a User Engages on Facebook

Scenario: A business wants to add a "Facebook" tag to customers who have replied to a post and shown interest in a product. This tag will help the business run separate marketing campaigns for these contacts in the future.

Action Setup:

• Action:Contact Tag
• Name: Tag is added
• Fields: Select "Facebook" tag from the list

Workflow Trigger:

• Trigger: Facebook - Comments On A Post. This trigger will add the contact to the workflow when they comment on a selected Facebook post.

Workflow Actions:

• Add Tag: Automatically adds the "Facebook" tag to the contact.
• Facebook Interactive Messenger: Initiates a conversation with the customer via Facebook Direct Message (DM).

Outcome: This setup ensures that the tag is added to the contact, helping categorize them based on their engagement, and setting up targeted marketing efforts.

Tips for Success

• Use Clear Tag Names: Name your tags clearly and descriptively to make it easier to identify the purpose of each tag.
• Leverage Tags in Workflows: Utilize tags to trigger relevant workflows, providing a seamless and personalized experience for your contacts.
• Keep Tags Consistent: Avoid creating duplicate or similar tags; consistency helps maintain an organized contact database.

FAQ’s

1. How can tags trigger automated workflows?

• Answer: Tags can trigger automated workflows when specific tags are added to a contact’s record. For example, if a contact receives a “Facebook” tag, it can automatically add them to a workflow designed for follow-up actions, such as personalized messaging or targeted marketing efforts.

2. Why is it important to use clear and descriptive tag names?

• Answer: Using clear and descriptive tag names makes it easier to identify the purpose of each tag and manage your contact records effectively. It helps avoid confusion and ensures that tags are used consistently across your workflows.

3. Can tags be used to personalize marketing campaigns?

• Answer: Yes, tags allow you to tailor marketing efforts by categorizing contacts based on their interests or interaction sources. By tagging contacts appropriately, you can create personalized campaigns that target specific segments of your audience.

4. What should I do if I need to add a tag that isn’t available in the list?

• Answer: If the tag you need isn’t available, you can add a new tag by typing the desired name into the input field and clicking the “Add New Tag” button. This new tag will be created and can be immediately used.

5. How do tags help in categorizing contacts?

• Answer: Tags categorize contacts by assigning them specific identifiers based on their actions, interests, or other criteria. This helps maintain an organized database, making it easier to manage large groups of contacts and tailor interactions accordingly.

6. What happens when a contact is tagged with "Facebook" in a workflow?

• Answer: When a contact is tagged with "Facebook" in a workflow, it categorizes them as having interacted through Facebook. This tag can then trigger further actions, such as starting a conversation via Facebook Messenger or adding them to a specific marketing campaign.

7. Why is it important to keep tags consistent across your contact database?

• Answer: Keeping tags consistent helps maintain an organized contact database, prevents duplication, and ensures that your tags are used effectively in automations and campaigns. Consistent tagging simplifies contact management and improves the accuracy of your workflows.

8. Can I use multiple tags for a single contact?

• Answer: Yes, you can apply multiple tags to a single contact, allowing you to categorize them across different criteria. This flexibility helps refine your targeting and enhances the personalization of your automated workflows.