Who This Is For
This update is for:
Teams using tags to trigger workflows or automations
Sales and support users managing contact organization
Businesses relying on tag-based segmentation
Users who need safer, more intentional contact updates
Use this feature when managing contact tags inside the Contacts module.
What Changed
The Contacts module now includes confirmation controls when adding or removing tags from a contact record.
Previously, selecting or deselecting a tag immediately applied the change. This could unintentionally trigger workflows tied to tag automation.
With this update, tag changes are only applied after confirmation.
New Features
Apply Button for Tag Changes
Tag selections are now staged before being saved.
Users must click Apply to confirm adding or removing tags.
Cancel Button for Discarding Changes
Users can click Cancel to discard any pending tag changes before they are applied.
This prevents accidental updates to contact records.
Double Confirmation for Tag Updates
Both adding and removing tags now require confirmation before changes are committed.
This ensures workflows tied to tag automation only run after intentional updates.
Safer Workflow Triggering
Tag-based workflows no longer trigger from accidental clicks inside the dropdown.
Workflows only execute after confirmed tag updates.
How to Add or Remove Tags
Open a contact record in the Contacts module.
Click the Tags dropdown.
Select or deselect the tags you want to update.
Review your pending changes.
Click Apply to save changes.
Click Cancel to discard changes.
How the New Confirmation Flow Works
Before This Update
Clicking a tag immediately added or removed it
Workflows could trigger unintentionally
Accidental clicks caused unwanted automation events
After This Update
Tag changes remain pending until confirmed
Users can review changes before saving
Workflows trigger only after clicking Apply
Benefits of the Updated Tag Experience
Improved Workflow Accuracy
Prevents accidental workflow executions caused by unintended tag updates.
Better Contact Data Management
Users can safely review changes before updating a contact.
Reduced Human Error
The confirmation flow minimizes accidental tag removals or additions.
Upcoming Improvements
Additional tag management enhancements are planned, including:
Tag categories for improved organization
Tag colors for easier visual identification
Category and color visibility inside the tag dropdown
Selected tag counts displayed per category
These updates are designed to make contact organization more scalable and easier to manage.
FAQ
Do tag-based workflows still work?
Yes. Tag-based workflows continue to work normally, but they now trigger only after clicking Apply.
What happens if I close the dropdown without clicking Apply?
Pending tag changes are not saved.
Can I undo pending tag changes before saving?
Yes. Click Cancel to discard all unsaved tag updates.
Does this affect existing automations?
No. Existing workflows and automations continue functioning normally.
The update only changes how tag modifications are confirmed before saving.
Are these changes available for all contacts?
Yes. The updated confirmation experience applies to contact tag management throughout the Contacts module.