Who This Is For / When to Use
This action is for users building workflows that need to categorize contacts, trigger downstream automations, or dynamically label contacts based on behavior, source, or workflow data.
What the Add Contact Tag Action Does
The Add Contact Tag action assigns selected tags to a contact when the workflow step executes. Tags can be static (manually selected) or dynamically generated using workflow data, making them usable as automation triggers, filters, and segmentation tools throughout Kyrios.
Where to Find the Add Contact Tag Action
The Add Contact Tag action is available inside the Workflow Builder under Contact-related actions.
Steps to access:
Navigate to Automations → Workflows.
Create a new workflow or open an existing one.
Click the + icon beneath a trigger or existing step.
Select Contact → Add Contact Tag.
How to Configure the Add Contact Tag Action
Action Name
The Action Name identifies this step inside the workflow builder only.
Best practice: Use descriptive names such as Add Lead Source Tag or Tag – Facebook Engagement to make workflows easier to audit and maintain.
Selecting Tags (Standard Mode)
Standard mode applies one or more existing tags exactly as selected.
How it works:
Click the Tags field.
Select one or multiple tags from the dropdown list.
All selected tags are added to the contact when the step runs.
This mode is best for consistent, predefined labeling such as sources, lifecycle stages, or campaign identifiers.
Creating a New Tag During Setup
If the required tag does not already exist, a new tag can be created directly from the action.
Steps:
Type the desired tag name into the tag input field.
Click Add New Tag.
The tag is created and immediately available for use.
Using Dynamic Tags (Custom Mode)
Dynamic mode allows tags to be generated using workflow variables, custom values, or dynamic data.
How to enable:
Click the three-dot menu next to the Tags field.
Switch the field type from Standard to Dynamic.
Enter dynamic values using workflow variables.
Supported formats:
tag-1tag-1, tag-2["tag-1", "tag-2"]
Dynamic tags are evaluated at runtime and created automatically if they do not already exist.
Common Dynamic Tag Use Cases
Dynamic tags are commonly used for contextual automation and advanced segmentation.
Examples:
service-{{contact.postal_code}}assigned-by-{{user.name}}signup-{{right_now.month}}-{{right_now.year}}
These tags allow workflows to scale without manually creating hundreds of static tags.
Removing a Selected Tag Before Saving
Tags can be removed from the action configuration before saving.
How to remove:
Click the × icon next to the tag name.
This prevents the tag from being applied when the workflow runs.
Common Issues and Fixes
Tags Are Not Being Applied
Cause: Workflow is not published or trigger conditions are not met.
Fix:
Ensure the workflow is published.
Verify the trigger fires for the intended contacts.
Dynamic Tags Not Appearing as Expected
Cause: Invalid variable syntax or unsupported data format.
Fix:
Confirm variables exist earlier in the workflow.
Use supported formats such as comma-separated strings or arrays.
Duplicate or Inconsistent Tags
Cause: Case or naming inconsistencies in dynamic values.
Fix:
Standardize tag naming conventions.
Avoid mixing formats such as
Lead-Highandlead-high.
Best Practices
Use clear, standardized naming conventions for all tags.
Prefer dynamic tags for scalable workflows.
Use tags as workflow triggers for precise automation control.
Periodically audit tags to remove unused or outdated values.