Skip to main content

Workflow Action: Add Contact Tag

Overview​

The Add Contact Tag action in Stack is a powerful tool for organizing and categorizing your contacts. By applying specific tags, you can streamline your contact management and automate various processes. Tags play a vital role in maintaining structured contact records and enabling automation within your workflows.

Action Name​

Add Contact Tag

Action Description​

The Add Contact Tag action allows you to automatically apply one or more tags to a contact's record. You also have the flexibility to create new tags directly within this action.

Action Details​

Step-by-Step Guide​

  1. Choose the Action Type:

    • Select Add Contact Tag from the list of available actions.

  2. Name Your Action:

    • Enter a descriptive name for the action, such as Tag Added.

  3. Select Tags:

    • Choose one or multiple tags that you want to add to the contact.

  4. Delete Tags:

    • Click on the "x" icon to remove any selected tags from the list.

  5. Add New Tag:

    • If the desired tag is not available, type the new tag name and click on the Add New Tag button to include it.

Example: Adding a Tag for Facebook Engagement​

Scenario​

Imagine a business wants to tag customers who have shown interest by replying to a Facebook post. The goal is to add a "Facebook" tag to these users to facilitate a targeted marketing campaign in the future.

Action Setup​

  • Action: Add Contact Tag
  • Name: Tag is added
  • Fields: Select the "Facebook" tag from the list

Workflow Trigger​

  • Facebook - Comments On A Post: The contact enters the workflow when they comment on a specific Facebook post.

Workflow Actions​

  • Add Tag: Automatically applies the "Facebook" tag to the contact.
  • Facebook Interactive Messenger: Initiates a conversation with the customer via Facebook DM.

Outcome​

This setup ensures that the "Facebook" tag is added to the contact, helping you categorize and engage with your audience effectively based on their interactions.