Step : How to add or remove Tags on Contacts in a Workflow

In this article, we will discuss how to use a Marketing Workflow to add or remove tags on a contact. Tags can help sort contacts and manage workflows, and automatically adding or removing tags as necessary can help to ensure that the right contacts go through the right parts of the workflow.

Prior to getting started, you will need to have the following:

• A workflow created in your Marketing Workflows
• A trigger set up in your workflow

Step by Step Walk Through:

1. Navigate to the workflow to which you wish to add the Tag Contact step.
   
   
2. Locate the step that you would like the Tag contact step to follow.  Move your mouse over the small circle below that step, and click the + button when it appears.
   
   
   
3. Select the Tag contact step option.
   
   
   
4. Configure the tagging Action and the Tag(s).
   
   1. You can select whether this step adds or removes tags.  If you wish to both add and remove tags, this will require a second step.
   2. You can choose which tags to add or remove from the customer.  Clicking on this field will show some common tags already in your account.  You can also type in the tag.
   3. When satisfied with your settings, click Create step to save your settings and create the step.
      
      
5. Congratulations!  You have successfully created a Tag contact step in your Marketing Workflow.