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Tags are a way of categorizing your contacts. You can tag any contact in your contacts list with one or more tags to help you find it again later. Tags are used for searching, browsing, sorting, and organizing content. They also allow you to fire off automation, bulk Emails, SMS, etc. In this article, we will be covering How a Tag can fire off a Workflow.
The contact tag workflow trigger step checks if any tag is added to a contact or removed from a contact.
What does the Contact Tag Workflow trigger do? (image 1 of 7)What this shows The contact tag workflow trigger step checks if any tag is added to a contact or removed from a contact.What this showsIllustrates the "What does the Contact Tag Workflow trigger do?" section of "Workflow Trigger - Contact Tag".This screenshot appears in the "What does the Contact Tag Workflow trigger do?" section of "Workflow Trigger - Contact Tag". The text alongside this image reads: The contact tag workflow trigger step checks if any tag is added to a contact or removed from a contact. Immediately after, the guide continues: You can specify via Filters if you want it to get fired off by a tag getting added or by a tag getting removed. It will fire off for both instances if you do not specify that.Image 1 of 7What this coversThe contact tag workflow trigger step checks if any tag is added to a contact or removed from a contact.Next stepYou can specify via Filters if you want it to get fired off by a tag getting added or by a tag getting removed. It will fire off for both instances if you do not specify that.
You can specify via Filters if you want it to get fired off by a tag getting added or by a tag getting removed. It will fire off for both instances if you do not specify that.
What does the Contact Tag Workflow trigger do? (image 2 of 7)What this shows You can specify via Filters if you want it to get fired off by a tag getting added or by a tag getting removed.What this showsIllustrates the "What does the Contact Tag Workflow trigger do?" section of "Workflow Trigger - Contact Tag".This screenshot appears in the "What does the Contact Tag Workflow trigger do?" section of "Workflow Trigger - Contact Tag". The text alongside this image reads: You can specify via Filters if you want it to get fired off by a tag getting added or by a tag getting removed. It will fire off for both instances if you do not specify that. Immediately after, the guide continues: Tags can get added or removed by the following means, and hence fire off a workflow with the trigger step set to Contact Tag with a filter for Tag Added or Tag Removed in case of removals.Image 2 of 7What this coversYou can specify via Filters if you want it to get fired off by a tag getting added or by a tag getting removed. It will fire off for both instances if you do not specify that.Next stepTags can get added or removed by the following means, and hence fire off a workflow with the trigger step set to Contact Tag with a filter for Tag Added or Tag Removed in case of removals:
What can cause a tag to get added or removed?
Tags can get added or removed by the following means, and hence fire off a workflow with the trigger step set to Contact Tag with a filter for Tag Added or Tag Removed in case of removals:
Added/Removed manually via the contacts list (single contact or bulk action):
You can add tags to a contact or a group of contacts by going to the Contacts List> Selecting the contact(s) > Clicking on the Add tag button. You can Click the Remove Tag button to remove tags.
Added/Removed manually via the contacts list (single contact or bulk action): (image 3 of 7)What this shows You can add tags to a contact or a group of contacts by going to the Contacts List> Selecting the contact(s) > Clicking on the Add tag button.What this showsIllustrates the "Added/Removed manually via the contacts list (single contact or bulk action):" section of "Workflow Trigger - Contact Tag".This animation appears in the "Added/Removed manually via the contacts list (single contact or bulk action):" section of "Workflow Trigger - Contact Tag". The text alongside this image reads: You can add tags to a contact or a group of contacts by going to the Contacts List> Selecting the contact(s) > Clicking on the Add tag button. You can Click the Remove Tag button to remove tags. The navigation path used here is Contacts List > Selecting. Immediately after, the guide continues: Workflow actions can be used to add or remove tags. Leads that enter a published workflow and reach the add or remove tag action get their tag added or removed.Path: Contacts List > SelectingImage 3 of 7What to clickYou can add tags to a contact or a group of contacts by going to the Contacts List> Selecting the contact(s) > Clicking on the Add tag button. You can Click the Remove Tag button to remove tags.Next stepWorkflow actions can be used to add or remove tags. Leads that enter a published workflow and reach the add or remove tag action get their tag added or removed.
Added/Removed via a workflow:
Workflow actions can be used to add or remove tags. Leads that enter a published workflow and reach the add or remove tag action get their tag added or removed.
Added/Removed manually via the contacts list (single contact or bulk action): (image 4 of 7)What this shows Workflow actions can be used to add or remove tags.What this showsIllustrates the "Added/Removed manually via the contacts list (single contact or bulk action):" section of "Workflow Trigger - Contact Tag".This animation appears in the "Added/Removed manually via the contacts list (single contact or bulk action):" section of "Workflow Trigger - Contact Tag". The text alongside this image reads: Workflow actions can be used to add or remove tags. Leads that enter a published workflow and reach the add or remove tag action get their tag added or removed. Immediately after, the guide continues: Added (only) via third-party integration tools like Zapier.Image 4 of 7What to fill inWorkflow actions can be used to add or remove tags. Leads that enter a published workflow and reach the add or remove tag action get their tag added or removed.Next stepAdded (only) via third-party integration tools like Zapier:
Added (only) via third-party integration tools like Zapier:
You can use many third-party integration tools to get tags added to your contacts in the CRM. Zapier is one of the most commonly used 3rd party integration tools to make actions happen inside the CRM in response to changes in external apps you may be running. Tags cannot be removed through this method.
Added/Removed manually via the contacts list (single contact or bulk action): (image 5 of 7)What this shows You can use many third-party integration tools to get tags added to your contacts in the CRM.What this showsIllustrates the "Added/Removed manually via the contacts list (single contact or bulk action):" section of "Workflow Trigger - Contact Tag".This animation appears in the "Added/Removed manually via the contacts list (single contact or bulk action):" section of "Workflow Trigger - Contact Tag". The text alongside this image reads: You can use many third-party integration tools to get tags added to your contacts in the CRM. Zapier is one of the most commonly used 3rd party integration tools to make actions happen inside the CRM in response to changes in external apps you may be running. Tags cannot be removed through this…. Immediately after, the guide continues: You can add tags during a CSV import process by having a tags column with a tags column header in the CSV and have tags written out for each contact in that column. You can insert commas and multiple tags for each contact in the same cell.Image 5 of 7What this coversYou can use many third-party integration tools to get tags added to your contacts in the CRM. Zapier is one of the most commonly used 3rd party integration tools to make actions happen inside the CRM in response to changes in external apps you may be running. Tags cannot be removed through this method.Next stepYou can add tags during a CSV import process by having a tags column with a tags column header in the CSV and have tags written out for each contact in that column. You can insert commas and multiple tags for each contact in the same cell.
Added via a CSV import
You can add tags during a CSV import process by having a tags column with a tags column header in the CSV and have tags written out for each contact in that column. You can insert commas and multiple tags for each contact in the same cell.
Added via a CSV import (image 6 of 7)What this shows You can add tags during a CSV import process by having a tags column with a tags column header in the CSV and have tags written out for…What this showsIllustrates the "Added via a CSV import" section of "Workflow Trigger - Contact Tag".This animation appears in the "Added via a CSV import" section of "Workflow Trigger - Contact Tag". The text alongside this image reads: You can add tags during a CSV import process by having a tags column with a tags column header in the CSV and have tags written out for each contact in that column. You can insert commas and multiple tags for each contact in the same cell. Immediately after, the guide continues: You can also add tags during a CSV import by the advanced options of the import process.Image 6 of 7What this coversYou can add tags during a CSV import process by having a tags column with a tags column header in the CSV and have tags written out for each contact in that column. You can insert commas and multiple tags for each contact in the same cell.Next stepYou can also add tags during a CSV import by the advanced options of the import process:
You can also add tags during a CSV import by the advanced options of the import process:
Added via a CSV import (image 7 of 7)What this shows You can also add tags during a CSV import by the advanced options of the import process:What this showsIllustrates the "Added via a CSV import" section of "Workflow Trigger - Contact Tag".This animation appears in the "Added via a CSV import" section of "Workflow Trigger - Contact Tag". The text alongside this image reads: You can also add tags during a CSV import by the advanced options of the import process. Immediately after, the guide continues: CSV Imports are also used to update the tags of existing contacts, if Allow Duplicate contacts is turned off and the Email and Phone of the contacts being imported is the same as the already existing ones.Image 7 of 7What this coversYou can also add tags during a CSV import by the advanced options of the import process:Next stepCSV Imports are also used to update the tags of existing contacts, if Allow Duplicate contacts is turned off and the Email and Phone of the contacts being imported is the same as the already existing ones.
Please Note:
CSV Imports are also used to update the tags of existing contacts, if Allow Duplicate contacts is turned off and the Email and Phone of the contacts being imported is the same as the already existing ones.
Frequently asked questions
What does the Contact Tag Workflow trigger do?
The contact tag workflow trigger step checks if any tag is added to a contact or removed from a contact. You can specify via Filters if you want it to get fired off by a tag getting added or by a tag getting removed. It will fire off for both instances if you do not specify that.
What can cause a tag to get added or removed?
Tags can get added or removed by the following means, and hence fire off a workflow with the trigger step set to Contact Tag with a filter for Tag Added or Tag Removed in case of removals:
