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Workflow Action - Remove Contact Tag

Overview​

The Remove Contact Tag action in Stack allows you to efficiently manage your contact segments by removing specific tags from a contact's profile. This is particularly useful for updating contact statuses and ensuring accurate tracking of interactions and behaviors.

Action Name​

Remove Contact Tag

Action Description​

This action facilitates the removal of selected or all tags from a contact's record. Tags are a great way to categorize contacts based on their interactions, interests, or status. By removing a tag, you can adjust a contact's segmentation and the workflows they participate in.

Action Details​

Field Name and Description​

  • Tags: Select the tag(s) you wish to remove from the contact's profile. You can choose multiple tags.
    Mandatory: Yes

  • Remove All Tags: Switch on the toggle if you want to remove all tags from a contact's profile.
    Mandatory: No

How to Configure the Remove Contact Tag Action​

  • Action Name: Enter a descriptive name for the action. This will help you easily identify the action's purpose within the workflow.

  • Tags: Click on the "Select a tag" dropdown and choose the tag(s) you want to remove. You can select multiple tags if necessary.

  • Remove All Tags: Toggle this option if you wish to remove all tags. Note that enabling this will disable the "Tags" field.

Suggested Triggers to Combine with This Action​

  • Customer Replied: Use this trigger to remove a tag based on specific keywords or phrases in a customer's response. For instance, if a customer replies with "unsubscribe" or "not interested," you might remove tags like "Interested" or "Potential Lead."

  • Appointment Status Changed: This trigger can initiate the tag removal action if an appointment is canceled or rescheduled. You could remove tags like "Appointment Booked" to accurately reflect the contact's current status.

  • Survey Submitted: If a survey response indicates a contact is no longer interested in a service or product, use this trigger to remove tags that categorize them as a potential customer.

Example​

Configuration Example​

Imagine you are running a campaign where contacts are tagged as "Interested" when they sign up for a webinar. If they do not attend the webinar, you might want to remove this tag to avoid sending them follow-up emails intended for engaged participants.

  • Action Name: "Remove Webinar Interested Tag"
  • Tags: "Interested"

Workflow Steps​

  1. Trigger: Webinar Not Attended - Activates if a contact does not attend the scheduled webinar.
  2. Action: Remove Contact Tag - Configured to remove the "Interested" tag from these contacts.
  3. Action: Update Contact Field - Optionally, add a new tag like "Missed Webinar" to accurately segment these contacts for future follow-ups or different workflows.