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Use Tag/Untag Actions

by Intuit3 Updated 10 months ago

Marketing automation flow actions perform marketing or organizational tasks in your flow. Use tag/untag actions to automate how you organize your contacts. We’ll automatically add or remove a tag from your contacts when they reach this action in your flow.

In this article, you’ll learn how to use a tag/untag action.

Before you start

Here are some things to know before you begin this process.

Add a tag/untag action

The tag/untag action automatically adds or removes tags to help you organize your contacts This is a great way to keep your audience up to date using a marketing automation flow.

To add a tag/untag action to an automation flow, follow these steps.

  1. Click and drag the Tag/Untag action into your flow from the side panel. Or, use the plus icon (+), then select the Tag/Untag action.
  2. In the Tag/Untag pop-up, use the Tag drop-down to choose which tag to work with. You can also create a new tag.
  3. Use the Action drop-down to choose whether to Add or Remove the tag.
  4. Click Save.

Well done! Repeat these steps to add additional tag actions in your flow as needed.

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