Overview
Contact tags help you better organize your contacts, and use automation logic to auto-apply Workflows all based on a specific contact tag!
Keep reading below, or jump straight to
Add tags to your Contacts
When you are viewing your contact profile, look to the right of your screen for the Contact Tags section.
Click Edit, and start typing to create a new Contact tag, and then click Create New Tag.
Use Contact tags to auto and bulk-apply Workflows
When setting up a Workflow, you can get even smarter with auto and bulk apply logic using tags. If you haven't used Workflows before, we recommend checking out that article first!
Open a Contact Workflow, and scroll down to the auto-apply section
You'll see a new trigger type for when a tag is applied to a contact
Next, select which tag you'd like to use and enable auto-apply
If you'd like to add this workflow to all contacts, or contacts with a specific tag, 'bulk apply' below
Select the tag you'd like to bulk apply the Workflow to, and select 'bulk apply' to add it!
Remember to Save and Close in the top right of your screen, and you're all done!
Tag contacts automatically from a form
A form can add a contact tag to the person who submitted it, which starts any Workflow set to auto-apply on that tag. This works for new contacts and for people already in your contacts. In a form's Form settings, choose a tag under Tag the person who submitted it.
For setup steps, see Run a workflow when a specific form is submitted.