Setting Tags in Action Steps

The Tags feature in Action Steps allows you to automatically apply or remove tags to/from contacts as part of an action plan. Tags are useful for categorizing contacts and triggering other automated actions based on their assigned tags.

Configuring the Tag Action

1. Action Type:
   • Select Tag from the dropdown menu to configure tag-related actions. This is essential for adding or removing tags from contacts.
2. Action Name:
   • Provide a descriptive Action Name. This name should help identify the purpose of the tag action (e.g., “Apply New Lead Tag”).
3. Add Notifications:
   • Check this box if you would like notifications to be sent when this action occurs. This can be useful for tracking tag changes.

Timing of the Tag Action

• Immediate:
  • Choose this option if you want the tags to be added or removed immediately when the action is triggered.
• Delayed:
  • If the tag should be applied or removed at a later time, select Delayed and configure the delay settings accordingly (this option will become configurable once selected).

Adding and Removing Tags

• Add Tags:
  • In the Add Tags field, select the tags you wish to assign to the contact. This allows you to classify contacts automatically when this action is executed.
  • This is a multi-selection field, so you can choose multiple tags from the dropdown.
• Remove Tags:
  • Use the Remove Tags field to select tags that should be removed from the contact. This helps keep the contact’s tags updated, removing outdated or irrelevant ones.
  • Like the Add Tags field, this also supports multi-selection.

Finalizing the Tag Action

• Once you’ve configured the action type, timing, and tags to add or remove, click Save Action to finalize the step in your action plan.