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Workflow Trigger - Contact Tag

Discover how the Contact Tag Workflow Trigger in Stack can automate your processes whenever a contact tag is added or removed. This guide will walk you through setting it up, provide examples of how you can use it, and offer solutions to common issues.

Table of Contents​

What is the Contact Tag Workflow Trigger?​

The Contact Tag Workflow Trigger in Stack allows you to automate workflows whenever a contact tag is added or removed. Tags serve as labels to help organize and categorize your contacts, enabling actions based on their attributes or behavior. For instance, adding a "New Customer" tag might trigger an automated welcome email, while removing a "Lead" tag could update notifications for your sales team.

Key Benefits of Using Contact Tag Triggers​

  • Automation: Streamline your workflow by automating actions based on tags.
  • Organization: Keep a well-organized and actionable contact database.
  • Targeted Engagement: Segment customers to deliver personalized messages.
  • Scalability: Efficiently manage campaigns, pipelines, and team collaborations.

How to Set Up the Contact Tag Trigger​

Access the Workflow Builder​

  1. Go to Automations in Stack and select Workflows.
  2. Click Create Workflow and choose either a blank workflow or a template.

Add the Trigger​

  1. In the workflow builder, click Add Trigger and search for Contact Tag.
  2. Name your trigger descriptively, such as “Tag Added - Interested.”
  3. Decide if the workflow should be triggered by a tag being Added or Removed.
  4. Specify the tag (e.g., “Interested,” “Newsletter Subscriber”) that will activate the trigger.
  5. Use the + Add New Tag option to create a new tag instantly if needed.

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.

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​

  • Combining Multiple Triggers:
    Use "Contact Created" and "Contact Tag" triggers together to welcome new leads and assign them to specific sales teams.

  • 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.

Frequently Asked Questions​

Q: Can tags trigger workflows retroactively?
No, tags trigger workflows only when they are added or removed after the workflow is active.

Q: How do I manage a large number of tags?
Use clear naming conventions and periodically review your tags to remove duplicates or inactive tags.

Q: 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.

Q: Can tags be used across multiple automations?
Yes, tags can be used in various workflows, campaigns, and pipeline stages for seamless integration.