Workflow Trigger: Contact Tag

This article will explain how to set up a Contact Tag Workflow trigger, what it can be used for, and why.

Navigation

1. Go to Automation on the left > Workflows on the top > Create a new workflow/edit an existing one.

1. Select the “Add New Trigger” button as seen below

1. This will pull up a list of new Triggers you can select for the new step
   • Scroll down until you see the Contact section, this is where you can select the “Contact Tag” button or use the search bar to locate the trigger.

1. This will bring up a list on the right side where you can add specific tags to the trigger (Note: you can add more than one Contact tag)
   • Under the “Filters” drop-down select “Tag Added” or “Tag Removed”

• Please Note: if you have not created any contact tags yet it won't display any under the “Select Tag” drop-down

4. To create a custom “Contact Tag” type out the word that you want to add to a contact in the “TAGS” section 

• For Example: If the customer is a subscriber I will type “Subscriber”
• Next, select the blue “ADD NEW TAG” button to create the new contact tag (see below)
• This is one way you can create custom Contact Tags

5. Once completed it will look like this (you can add multiple tags if needed)

• To stay extra organized it’s recommended to type the name of the new contact tag you created in the “Workflow Trigger Name” section
  • This will allow you to see exactly what the contact tag is without having to click on the trigger details (see below)

6. Please make sure you click the “Save Trigger” button before you close or move on to another step

FAQ’s

1. What happens if I add multiple tags to a trigger?

• Answer: If you add multiple tags to a trigger, the workflow will activate when any of those tags are added or removed from a contact. This flexibility enables you to manage complex workflows with various tagging conditions.

2. Why is it important to use Contact Tag Workflow triggers?

• Answer: Contact Tag Workflow triggers are important because they allow you to automate processes based on contact segmentation. By tagging contacts, you can easily group and manage them, triggering specific actions tailored to each segment’s needs.

3. Can I edit or update tags in the Contact Tag Workflow trigger?

• Answer: Yes, you can edit or update tags within the Contact Tag Workflow trigger. Simply go into the trigger settings, adjust the tags or filters as needed, and save the changes to keep your workflow up-to-date.

4. What should I do if I want to remove a tag from a Contact Tag trigger?

• Answer: To remove a tag from a Contact Tag trigger, navigate to the trigger settings, find the tag you wish to remove, and delete it from the list. Adjust the filters if necessary and save the updated trigger.

5. How does the Contact Tag Workflow trigger improve workflow management?

• Answer: The Contact Tag Workflow trigger improves workflow management by providing a structured way to activate workflows based on specific contact behaviors. It helps keep workflows organized and ensures that the right actions are triggered for the right contacts.

6. Can I use the Contact Tag trigger for both added and removed tags in the same workflow?

• Answer: Yes, you can set the Contact Tag trigger to activate when tags are either added or removed. This dual functionality allows you to control workflows based on changes to contact tags, offering more flexibility in your automation.

7. What should I do after creating a Contact Tag Workflow trigger?

• Answer: After creating a Contact Tag Workflow trigger, ensure that your workflow is saved and published. Test the workflow by adding or removing the relevant tags to verify that the trigger is working correctly.