Workflow Action - Add Contact Tag

The Add Contact Tag workflow action allows you to automatically organize and segment your contacts based on behaviors, attributes, or triggers. Using tags helps streamline automation, improve targeting, and maintain a well-structured database. This article explains how the action works, how to set it up, and how to use it effectively in your workflows. * * * ## Frequently Asked Questions Q: Can I add multiple tags at once? Yes. The Add Contact Tag action supports selecting as many tags as needed. Q: Can I automatically add tags based on an opportunity’s custom field value? Yes. You can use the Opportunity Custom Field Changed trigger or conditional logic inside a workflow to check the field value and then apply the appropriate tag automatically using the Add Contact Tag action. Q: Can I remove tags using this action? No. Tag removal is done using the Remove Contact Tag action. Q: Can anyone create new tags? Tag creation depends on user permissions within the Patient Copilot account. Q: Are tags case-sensitive? Yes. “Facebook” and “facebook” would be treated as separate tags. Q: Will this tag trigger another workflow? Yes, if you have a workflow using the Contact Tag trigger. Q: Can I use tags to segment campaigns? Absolutely. Tags are one of the primary filtering tools for smart lists, campaigns, and workflows. * * * ## Related Articles - Workflow Trigger: Contact Tag - Adding Contact Tags to Multiple Contacts - Workflows Overview - Facebook Triggers in Workflows