Contact Tag Workflow Activation

The Contact Tag workflow initiates whenever a tag is either added to or removed from a contact within the CRM system. Tags are instrumental in efficiently categorizing customer details and identifying which clients require follow-up actions. This feature also enables seamless transitions of customers between lists or steps based on specific activities or actions related to them.

To start the configuration, click on "Add New Workflow Trigger" and choose "Contact Tag" from the available options in the "Choose a Workflow Trigger" dropdown menu.

Adding Filters

Tag Added
To set the workflow in motion when a tag is added to a contact, click on the filters dropdown menu and choose "Tag Added." Then, select the specific tag you want to act as the trigger.

For example, when a "Member-exclusive rewards" tag is assigned to a contact, the workflow is automatically triggered to execute the next step, such as sending a "Thank you" SMS.

Tag Removed
Similarly, you can initiate a workflow when a tag is removed from a contact. To do this, select "Tag Removed" from the filters dropdown and choose the relevant tag.

For instance, if a tag linked to a mailing list is removed, you can send a follow-up message to confirm if they intended to unsubscribe, such as: “Hey John! We noticed your request to unsubscribe from our weekly updates. Your request has been processed! If you wish to re-subscribe, click on the link below.”