--- title: "'Tag Contact' Step - Apply or Remove Tags to Contacts" slug: "tag-contact-step-apply-or-remove-tags-to-contacts" description: "Learn how to use the \"Tag Contact\" step in ClickFunnels workflows to automate tagging, segment your audience, and enhance your marketing efficiency." updated: 2025-07-21T19:09:52Z published: 2025-07-21T19:09:52Z canonical: "support.myclickfunnels.com/tag-contact-step-apply-or-remove-tags-to-contacts" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.myclickfunnels.com/llms.txt > Use this file to discover all available pages before exploring further. # 'Tag Contact' Step - Apply or Remove Tags to Contacts The “Tag Contact” step in ClickFunnels workflows is a powerful feature that allows you to apply or remove tags to/from your contacts automatically. Tags are essential for segmenting your audience, managing contact lists, and triggering specific actions based on the behavior or attributes of your contacts. In this article, we will guide you through the process of adding and configuring the “Tag Contact” step in your workflows, enabling you to streamline your automation processes and improve your marketing efficiency. ![Tag Contact Step](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/sdz0kcxedir_mmghmd16oigbsow4mc0baw.png) --- ## Requirements - An active ClickFunnels account - A [workflow](/v1/docs/how-to-create-a-workflow) created in your workspace --- ## Adding the “Tag Contact” Step to Your Workflow 1. Navigate to the **Automations** app and select **Workflows**. 2. Open an existing workflow or create a new one. 3. Click on the **Plus Icon (+)** in your workflow editor. 4. Select the **Tag Contact** step under the **Internal** category. ![Add Tag Contact Step](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/2d5f3lw0uxbvhajlzomyqljxvdbq5mzlbq.png) --- ## Configuring the “Tag Contact” Step Once you’ve added the “Tag Contact” step to your workflow, follow these steps to configure it: 1. In the configuration window, choose whether you want to **Add Tag(s)** or **Remove Tag(s)** from the contact in the “**Action**” field. 2. After selecting the action type, **select the tag(s)** you want to add or remove. You can add multiple tags by typing each tag name and selecting it from the dropdown menu. If the tag does not exist in the dropdown list, you can simply type the name and press the “Enter” button to create as a new tag. - ![Choose Tags](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/iepws3oeetasbb-b46cmikrkgxejkl6xaw.png) 3. Once you’ve configured the action and selected the tags, click the **Create Step** button to save your settings and return to the workflow editor. --- ## Practical Use Cases The “Tag Contact” step is highly effective in a variety of scenarios: - **Segmentation:** Automatically tag contacts based on their behavior, such as visiting a specific page or completing a purchase, allowing you to target them more effectively in future campaigns. - **Dynamic Content Delivery:** Use tags to segment your audience and deliver personalized content that resonates with different segments of your audience. - **Automation Triggers:** Apply tags that can be used as triggers for other workflows, ensuring that your contacts move through the correct automation sequences based on their interactions. --- ## Best Practices for Using Tags When using the “Tag Contact” step, it’s essential to keep a few things in mind: - **Tag Naming Conventions:** To keep your tags organized, consider establishing a naming convention that is easy to understand and consistent across your workflows. For example, you might use tags like `buyer-ProductName` for purchasers or `lead-OfferName` for new leads. This helps you quickly identify the purpose of each tag and maintain a well-structured system. - **Avoid Over-Tagging:** While tags are a powerful tool, over-tagging can lead to complexity and confusion. Use tags strategically to keep your contact lists organized and your workflows efficient. - **Tag Removal:** If you’re using tags to trigger other workflows or actions, be cautious when removing tags, as this could inadvertently stop or change the flow of your automation sequences. ## Related - [How to Tag Contacts from Funnels](/how-to-tag-contacts-from-funnels.md) - [How to Create a Workflow](/how-to-create-a-workflow.md) - [Managing Workflows](/managing-workflows.md) - [Triggering a Workflow](/triggering-a-workflow.md) - ['Delay' Step - Introduce Time Gaps Between Workflow Actions](/delay-step-introduce-time-gaps-between-workflow-actions.md) - ['Until Triggered' Step - Pause Actions Until Specific Events](/until-triggered-step-pause-actions-until-specific-events.md) - ['Conditional Split Path' Step - Create Conditional Pathways](/conditional-split-path-step-create-conditional-pathways.md)