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Workflow Trigger: Contact Tag

The Contact Tag workflow trigger starts an automation when a specific tag is added to or removed from a contact, allowing you to automate follow-ups, notifications, and segmentation.

Updated over 3 months ago

Who This Is For / When to Use

Use this trigger if you rely on contact tags to segment contacts and want workflows to react immediately when tagging changes occur.

What the Contact Tag Trigger Does

The Contact Tag trigger fires when:

  • A specific tag is added to a contact, or

  • A specific tag is removed from a contact

Once triggered, the contact enters the workflow and proceeds through the actions you configure.

How to Add the Contact Tag Trigger

Step 1: Create or Open a Workflow

  1. Go to Automations > Workflows.

  2. Click Create Workflow or open an existing workflow.

Step 2: Add a Trigger

  1. Click Add New Trigger.

  2. In the trigger list, scroll to the Contact section or search for Contact Tag.

  3. Select Contact Tag.

Step 3: Configure Tag Filters

  1. Under Filters, choose one of the following:

    • Tag Added

    • Tag Removed

  2. Select one or more tags to monitor.

If no tags exist yet, the tag selector will be empty.

Step 4: Create a New Contact Tag (If Needed)

  1. In the Select tag field, type the name of the new tag (example: Subscriber).

  2. Click Add New Tag to create it.

Step 5: Review and Save the Trigger

  1. (Optional) Rename the trigger to reflect the tag being monitored.

  2. Click Save Trigger.

Example Workflow Configuration

A common setup is:

  • Trigger: Tag Removed → Subscriber

  • Action: Send confirmation email

This is commonly used for unsubscribe confirmation workflows.

What Happens After the Trigger Fires

After the trigger conditions are met, the workflow can run actions such as:

  • Send email or SMS

  • Send internal notifications

  • Assign tasks

  • Apply or remove additional tags

  • Branch logic using conditions

The workflow runs automatically once it is published and active.

Common Use Cases

Follow Up When Interest Is Shown

Trigger: Tag Added → Interested
Action: Send a follow-up email or notify sales.

Handle Unsubscribes Automatically

Trigger: Tag Removed → Subscriber
Action: Send unsubscribe confirmation email.

Internal Alerts for High-Intent Contacts

Trigger: Tag Added → Hot Lead
Action: Notify admin or sales team.

Common Issues and Fixes

Workflow Does Not Trigger

Cause: Workflow not published.
Fix: Save and publish the workflow.

Trigger Fires Unexpectedly

Cause: Multiple workflows using the same tag.
Fix: Audit workflows to avoid overlapping triggers.

Tag Does Not Appear in the Selector

Cause: Tag has not been created yet.
Fix: Type the tag name and click Add New Tag.

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