Workflow Action: Add Contact Tag

What Does the Add Contact Tag Action Do?

The Add Contact Tag action applies one or more tags to a contact record when a workflow runs. Tags act like labels—helping you organize contacts, trigger automations, and personalize follow-up based on behavior, source, or lifecycle stage.

How to Add Contact Tags in a Workflow

1. Create a new workflow (or open an existing one).
2. Add an action where you want the tag applied.
3. Select Add Contact Tag.
4. Choose one or more existing tags.
5. To create a new tag, type the name and add it.
6. Save and publish the workflow.

When the workflow runs, the selected tags are applied automatically to the contact.

Using Dynamic (Custom Value) Tags

You can generate tags dynamically using standard and custom values available to the workflow. This lets you create tags based on location, user assignment, timing, or source—without manually creating hundreds of tags ahead of time.

• Location-based: service-{{contact.postal_code}}
• Assigned user: setter-
• Campaign/time: campaign--

Example: Tag Facebook Engagement Automatically

When someone engages with your Facebook content, you can tag them automatically and route them into the right follow-up workflow.

• Trigger: Facebook comment or message
• Action: Add Contact Tag (example: source-facebook)
• Next step: Start a nurture workflow with messaging tailored to Facebook leads

Best Practices for Tagging

• Use clear, consistent tag naming conventions
• Avoid duplicates or near-duplicates that split reporting and segmentation
• Remove tags when they’re no longer relevant (or replace them with the next lifecycle tag)
• Test workflows to confirm tags apply correctly