Workflow Action: Add Contact Tag

In this guide, you'll learn how to use the Add Contact Tag action to organize and manage your contact lists efficiently. Tags are essential tools for categorizing contacts, launching targeted marketing campaigns, and triggering workflows automatically.

This action makes it easy to maintain a structured contact record, improve automation, and enhance audience management. Let’s get started!

Overview of the "Add Contact Tag" Action

The Add Contact Tag action allows you to automatically apply one or more tags to a contact's profile. These tags can help you group contacts by specific criteria, such as their interaction source or personal interests, making your marketing efforts more streamlined and enabling automation. You can also create new tags directly within the action setup, giving you full control over your audience segmentation.

Key Benefits

• Organize Contacts Effectively: Use tags to segment your contacts for better management and more focused marketing strategies.

• Trigger Automated Workflows: Tags can be used to automatically activate workflows, creating targeted responses based on a contact’s behavior.

• Personalize Campaigns: Tailor your marketing by tagging contacts according to their interests or the source of their engagement.

• Flexible Tagging Options: Switch between standard tags or customize tags based on dynamic trigger data, making it easy to fine-tune your workflow efficiency.

Step-by-Step Guide to Setting Up the "Add Contact Tag" Action

Step 1: Select the Action

• Head over to the Automation tab.

• Either create a new workflow or edit an existing one.

• From the list of available actions, select Add Contact Tag.

Step 2: Name the Action

Give your action a clear, descriptive name like “New Customer Tag” or “Website Visitor Tag” so it’s easy to identify in your workflow.

Step 3: Choose or Create Tags

• Select one or more tags from the list that apply to your criteria.

• Toggle between standard options or use the custom value picker for more specific tags. For example, you can use dynamic variables such as "Signup-{{right_now.month}}-{{right_now.year}}" to create time-sensitive tags.

Step 4: Remove Unwanted Tags

• If a tag is no longer needed, click the "x" next to it to remove it from the list.

Step 5: Add New Tags

• If the tag you need isn’t already listed, simply type it into the field and click Add New Tag to create it instantly.

Real-Life Use Case: Tagging Facebook Engagers

Scenario: A business wants to tag customers who comment on their Facebook posts to run specific marketing campaigns for these users.

Action Setup:

• Action: Add Contact Tag

• Name: Facebook Comment Tag

• Tags: Select the "Facebook" tag from the options.

Workflow Trigger:

• Trigger: Facebook - Comments on a Post. This automatically adds the contact to the workflow when they comment on a specific post.

Workflow Actions:

• Add Tag: The "Facebook" tag is applied to the contact.

• Facebook Messenger: Initiate a conversation via Facebook DM to engage them further.

Best Practices for Success

• Use Clear, Descriptive Tag Names: Naming your tags clearly helps avoid confusion and ensures smooth contact management.

• Utilize Tags in Automation: Set up workflows that are triggered by tag additions, creating a personalized journey for each contact.

• Maintain Consistency: Avoid duplicate or similar tags to keep your contact database organized.

FAQs

1. How do tags trigger automated workflows?
   Tags can trigger workflows automatically when a specific tag is added to a contact’s record. For example, adding a "Facebook" tag could enroll the contact in a workflow designed to follow up via personalized messaging.

2. Why is it important to use clear tag names?
   Clear tag names help you easily identify the purpose of each tag, ensuring effective contact management and reducing the risk of errors in your workflow.

3. Can tags personalize marketing campaigns?
   Yes! Tags let you segment contacts by interests or behavior, allowing you to craft marketing campaigns tailored to specific groups within your audience.

4. What if I need a tag that isn’t available?
   You can create a new tag by simply typing the desired name in the field and clicking Add New Tag. This tag will be available for immediate use.

5. How do tags help categorize contacts?
   Tags allow you to assign identifiers to contacts based on their actions, interests, or other criteria, helping to organize your contact database and tailor your interactions.

6. What happens when a contact is tagged with "Facebook" in a workflow?
   The "Facebook" tag categorizes them as having engaged with your business via Facebook, allowing you to create workflows that further engage them through messaging or other actions.

7. Why is it important to keep tags consistent?
   Consistent tagging ensures your contact database remains organized and that tags are used effectively across automations and campaigns.

8. Can I apply multiple tags to a contact?
   Yes, you can apply multiple tags to categorize a contact across different criteria, improving your targeting and campaign personalization.