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Workflow Action: Remove Contact Tag

Use the Remove Contact Tag action in workflows to remove specific tags or all tags from a contact based on automation logic.

Updated over 3 months ago

Who this is for / When to use

Use this action if you want to:

  • Clean up tags after a contact completes a step (purchase, reply, appointment change)

  • Remove temporary or campaign-based tags

  • Dynamically remove tags created earlier in other workflows

What you need

  • An existing workflow

  • At least one contact tag already in use

What the Remove Contact Tag action does

The Remove Contact Tag action removes one or more tags from a contact while they are inside a workflow.

Common example:

  • Workflow A adds a tag like webinar-registered

  • Workflow B removes that tag once the contact purchases or no longer qualifies

Add the Remove Contact Tag action

Step 1: Add an action block

  1. Open your workflow in Automation > Workflows

  2. Click Add your first action or the + icon below a trigger

Step 2: Select the Remove Contact Tag action

  1. In the action picker, search for Remove

  2. Select Remove Contact Tag under the Contact section

Step 3: Configure the action

You can remove specific tags or all tags.

Option A: Remove specific tags

  1. Leave Remove All Tags toggled off

  2. Click Select tags

  3. Choose how tags are selected:

    • Standard: Pick an existing tag from the list

    • Custom Values: Dynamically remove tags using variables

Custom Values format

When using Custom Values, tags can be passed as:

  • tag-1

  • tag-1, tag-2

  • ["tag-1", "tag-2"]

This is useful when tags were generated dynamically earlier in a workflow.

Option B: Remove all tags from a contact

  1. Enable Remove All Tags

  2. The Tags field becomes disabled automatically

  3. Save the action

Result: All tags are removed from the contact when this step runs.

Step 4: Save and publish

  1. Click Save Action

  2. Add additional actions if needed

  3. Switch the workflow from Draft to Publish

  4. Click Save

Real-life use cases

Dynamic tag cleanup

  • bushtrimming-{{contact.postal_code}}

Ownership or assignment tags

  • setter_{{user.name}}

Date- or campaign-based tags

  • signup-{{right_now.month}}-{{right_now.year}}

Suggested triggers to combine with this action

You can pair Remove Contact Tag with many triggers, including:

  • Customer Replied – Remove tags when a keyword like “unsubscribe” is detected

  • Appointment Status Changed – Remove tags when appointments are canceled or rescheduled

  • Survey Submitted – Remove interest-based tags based on survey answers

Example scenario

Contacts are tagged as interested when they register for a webinar. If they do not attend, a follow-up workflow removes the interested tag so they do not receive attendee-only emails.

Common issues and fixes

Tag was not removed

  • Ensure the exact tag value matches (including dynamic formatting)

  • Confirm the action runs after the tag is added

Custom value tag not working

  • Verify the variable resolves to a valid string

  • Avoid extra spaces when passing comma-separated values

FAQs

What is the Remove Contact Tag action used for?

It removes one or more tags from a contact while they are in a workflow.

What is the difference between Standard and Custom values?

  • Standard: Select a static, existing tag from a list

  • Custom Values: Remove tags dynamically using variables (location, user, date, etc.)

Can I remove tags in multiple workflows?

Yes. This action can be used in any number of workflows.

How do I remove all tags at once?

Enable the Remove All Tags toggle. This disables tag selection and removes all tags automatically.

How do I test this action?

Run a test contact through the workflow and check the contact’s tag list after the action executes.

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