The Contact Tag workflow activates when a tag is added or removed from a contact within the CRM. Tags are great for organising customer information and tracking which customers need follow-up. This feature also lets you move customers from one list/step to another based on activities or actions linked with the customer.
To begin setup, click Add New Workflow Trigger, then select Contact Tag under the Choose a Workflow Trigger dropdown.
Add Filters
Since this trigger runs every time a contact's tags are changed, you must add a filter for it to work.
Tag Added
To trigger the workflow when a tag is added to a contact, click the filters dropdown and select Tag Added.
Next, select the tag you want to use as a trigger. For example, when a "Contact" tag is added to a contact, the workflow is automatically triggered and the next action is taken, i.e., sending them a "Thank you" SMS.
Tag Removed
You can also trigger a workflow when a tag is removed from a contact by selecting the Tag Removed filter and selecting the tag.
For example, if a tag for a mailing list was removed, you can send a follow-up message to ensure they meant to unsubscribe, such as: "Hey John! We received your request to unsubscribe from our weekly updates. Your request has been approved! If you want to re-subscribe, click on the link below."
You can add multiple filters as needed by clicking + Add filters.
Once you're happy, click Save Trigger to apply your changes. After this, you can configure the rest of your workflow as needed. Make sure to publish your workflow once ready to start capturing audiences.