In this article, you'll learn how to use the Remove Contact Tag action in Advisor's Growth. This action allows you to manage your contacts' tags by removing specific ones based on their interactions. Whether it's part of an opt-in process or a product purchase workflow, this action helps keep your tags organized and up-to-date.
What You'll Need:
An existing workflow
Part 1: Adding the Remove Contact Tag Action
Step 1: Add the Action
Click on "Add your first action" or the "+" icon to add a new action in your workflow.
Step 2: Select Remove Contact Tag
From the list of available actions, choose Remove Contact Tag.
Step 3: Filter and Select Tags
Filter by the tag you want to remove.
You can toggle between standard values and a custom value picker for specific field types.
To use a custom value, change the field type to Custom via the three dots next to the field, and then select the desired value from the custom value picker.
Step 4: Custom Values for Tags
You can set custom values for the tags in formats like 'tag-1', ['tag-1', 'tag-2'], or 'tag-1, tag-2'.
Note: This applies to both the Add Contact Tag and Remove Contact Tag actions.
Real-Life Use Cases for Standard and Custom Value Pickers
Service Type & Location Tags: Combine tags like "bushtrimming-{{contact.postal_code}}" to identify both the service and location.
Lead Assignment Tags: Generate tags based on the user assigning a lead, such as "setter_{{user.name}}."
Sign-Up Tags: Create tags for sign-up offers with dates, like "Signup-{{right_now.month}}-{{right_now.year}}."
Step 5: Save and Continue
Click Save Action once you've configured the tag to remove.
Add more actions to the workflow if needed.
Once your workflow is complete, put it in Publish mode and save.
Removing All Tags from a Contact
To remove all tags from a contact, select the Remove Contact Tag action, and then enable the "Remove All Tags" toggle. Once enabled, the "Tags" field will be disabled, and all tags will be removed automatically.
FAQs
1. What is the Remove Contact Tag action used for?
The Remove Contact Tag action is designed to remove specific tags from a contact within a workflow, helping you manage and update tags based on contact actions or changes in status.
2. How do I choose which tag to remove?
When setting up this action, you'll have the option to filter and select the specific tag to remove from a dropdown list.
3. Can I use the Remove Contact Tag action in multiple workflows?
Yes, this action can be applied across different workflows, allowing you to remove tags in any workflow that suits your tagging strategy.
4. What happens if I don’t set the tag filter correctly?
If the filter is incorrect or blank, the action may not work as expected. Be sure to select the correct tag to avoid errors.
5. How do I test if the Remove Contact Tag action works?
You can test it by running a test contact through the workflow and checking their tag list afterward to see if the tag was successfully removed.
6. Can I combine the Remove Contact Tag action with other actions?
Yes, it can be combined with other actions such as adding new tags, sending notifications, or updating contact information.
7. How can I remove all tags from a contact at once?
To remove all tags, enable the "Remove All Tags" toggle in the Remove Contact Tag action. This will automatically remove every tag from the contact.