Applying a Contact Tag

The "Apply a Contact Tag" workflow step allows you to assign specific tags to a contact whenever this step is triggered within the workflow. This feature is especially useful when tags need to be added following specific actions, such as the submission of forms or surveys.

Tags Management

To link tags with a contact in your workflow, simply select the relevant tags you wish to apply. You can choose more than one tag per contact if necessary. Tags that have already been selected will be indicated with a checkmark next to them.

Adding a New Tag

If you need to create a new tag that isn't in the existing list, type the desired tag name in the provided field, and click "Add New Tag" to include it in your list.