Contact Tag (Trigger)

Workflow Publishing Requirements:

To publish workflows, it is essential to establish both a workflow trigger and action. Without these components, you can only save the workflow without making it publicly accessible.

Contact Tag Workflow:

The Contact Tag workflow becomes active when a tag is either added or removed from a contact within the CRM (Customer Relationship Management) system.

Tags play a crucial role in organizing customer information and monitoring follow-up needs for specific customers. This functionality allows for the seamless movement of customers between different lists or steps based on their activities or interactions.

Setup Process:

To initiate the setup process, follow these steps:

Click on "Add New Workflow Trigger."

From the dropdown menu labeled "Choose a Workflow Trigger," select "Contact Tag."

⁠

Adding Filters:

Tag Added:

To trigger the workflow when a tag is added to a contact, follow these steps:

Click the filters dropdown.

Choose "Tag Added."

Select the specific tag you want to use as a trigger.

Example Scenario:

For instance, if a "Member-exclusive rewards" tag is added to a contact, the workflow is automatically initiated, leading to the subsequent action, such as sending a "Thank you" SMS.

Select to add tag to workflow:

⁠

Tag Removed:

Alternatively, you can set up the workflow to activate when a tag is removed from a contact. Follow these steps:

Select the "Tag Removed" filter.

Choose the specific tag associated with the removal.

Example Scenario:

Suppose a tag indicating subscription to a mailing list is removed. In that case, you might want to send a follow-up message to confirm their intent to unsubscribe. An example message could be: "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.

⁠

Load content from gy3qj5lenifuhdf4zwrg.app.clientclub.net?

Loading external content may reveal information to 3rd parties. Learn more

Allow

Load content from voice.realestate?

Loading external content may reveal information to 3rd parties. Learn more

Allow

Load content from shop.theshare.group?

Loading external content may reveal information to 3rd parties. Learn more

Allow

Gallery

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.