• For the Actionera Marketing Portal
  • Not for the Creator Portal



This article explains the Contact Tag Workflow Trigger in Actionera Marketing Portal, detailing how it can automate workflows when tags are added or removed from a contact. Learn how to set it up, explore advanced use cases, and troubleshoot common issues.



Table of Contents

  1. What is the Contact Tag Workflow Trigger?
  2. Key Benefits of Using Contact Tag Triggers
  3. How to Set Up the Contact Tag Trigger
  4. Example use cases
  5. Advanced Use Cases
  6. Common Errors and Troubleshooting
  7. Cross-References to Related Articles
  8. Frequently Asked Questions



What is the Contact Tag Workflow Trigger?

The Contact Tag Workflow Trigger allows you to automate workflows in Actionera Marketing Portal whenever a contact tag is added or removed. Tags are labels you assign to contacts to help you organize, categorize, and take action based on their attributes or behavior.


For example, adding a "New Customer" tag can trigger an automated welcome email, while removing a "Lead" tag can update sales team notifications.



Key Benefits of Using Contact Tag Triggers

  1. Automation: Streamlines your workflow by automating actions based on tags.
  2. Organization: Helps maintain a clean, actionable database of contacts.
  3. Targeted Engagement: Allows you to segment customers and deliver personalized messaging.
  4. Scalability: Works seamlessly across campaigns, pipelines, and multiple teams.



How to Set Up the Contact Tag Trigger

  1. Access the Workflow Builder
  • Navigate to Automations in Actionera Marketing Portal and select Workflows. 


  • Click Create Workflow and choose a blank workflow or a template

     

   2. Add the Trigger

  • In the workflow builder, click Add Trigger and search for Contact Tag. 


  • Workflow Trigger Name: Give your trigger a descriptive name, like “Tag Added - Interested.” 


  • Select whether the workflow should be triggered by a tab being Added or Removed. 


  • Specify the Tag: Choose the tag (e.g., “Interested,” “Newsletter Subscriber”) that will activate the trigger. 


  •  Add New Tag: You can use "+ Add New Tag" option to instantly create a new tag from scratch and start using the tag right there in the workflow you are creating. 


3. Define Tags

  • Add the specific tag(s) that will trigger this workflow.
  • Use clear, consistent naming conventions (e.g., "VIP Customer" or "Cold Lead").


4. Add Workflow Actions

  • After setting the trigger, configure the actions you want the workflow to perform. Common actions include:
    • Sending an email or SMS.
    • Assigning tasks to team members.
    • Updating the contact's pipeline stage.


5. Save and Test

  • Save the workflow and test it by tagging a contact to ensure the desired actions are triggered.


Example Use Cases 


Actions for Tag Added


Send an Email or SMS: Example: When the “Interested” tag is added, send a follow-up email:

Subject: “Thank You for Your Interest!”

Body: Hi {{contact.first_name}}, Thank you for showing interest in our services. If you have any questions, feel free to reach out! Best regards, [Your Company Name]


Notify Your Team: Send an internal notification to your sales team: “A new contact tagged as ‘Interested’ needs follow-up. Contact details: {{contact.details}}.”



Actions for Tag Removed

Send a Re-Engagement Email or SMS: Example: When the “Newsletter Subscriber” tag is removed, send this message: “Hi {{contact.first_name}}, we’ve processed your unsubscribe request. If this was a mistake, click here to rejoin.”

Ask for Feedback: Send a survey or feedback request to understand why the tag was removed.



Advanced Use Cases

  1. Combining Multiple Triggers
    • Use "Contact Created" and "Contact Tag" triggers together to welcome new leads and assign them to specific sales teams.
  2. Flowchart Example: Contact Created ➔ Tag Added ➔ Workflow Triggered.
  3. Dynamic Customer Segmentation   
  • Automatically update tags based on customer behavior (e.g., purchases, website visits) to personalize marketing campaigns



Common Errors and Troubleshooting

  • Duplicate Tags: Ensure tags are unique and descriptive to avoid confusion in workflows.
  • Inactive Workflow: Double-check that your workflow is published and active.
  • Missing Actions: Verify that all actions linked to the trigger are correctly configured.
  • Overlapping Workflows: Avoid setting up multiple workflows with the same trigger to prevent unintended actions.


Cross-References to Related Articles



Frequently Asked Questions

Q1: Can tags trigger workflows retroactively?

No, tags trigger workflows only when they are added or removed after the workflow is active.


Q2: How do I manage a large number of tags?

Use clear naming conventions and periodically review your tags to remove duplicates or inactive tags.


Q3: What happens if multiple workflows use the same tag as a trigger?

All workflows with the same trigger will activate simultaneously. Plan triggers carefully to avoid unintended overlaps.


Q4: Can tags be used across multiple automations?

Yes, tags can be used in various workflows, campaigns, and pipeline stages for seamless integration.