Overview
The Tag Contact step allows you to automatically add one or more tags to a contact as part of a workflow. This reduces manual work by automating the tagging process as contacts move through your workflow.
How to Access the Workflow Builder
Click the hamburger menu (☰) in the top-left corner of your ProLine account.
Click Workflows.
Click the Workflows tab.
From here you can either click the pencil icon on an existing workflow to open it, or click Create Workflow to create a new one. Both will open the Workflow Builder.
Adding a Tag Contact Step
In the Workflow Builder, hover over any of the downward arrows between steps and click Add Step when it appears. If you are setting up a new workflow, click the Add Your First Step button in the center of the builder.
An Add Step panel will open with a search bar and a list of step types organized by category: Communication, Tasks & Projects, Workflow Control, and Integrations. Select Tag Contact under the Tasks & Projects section.
This will open the Edit Step panel on the right side of the screen.
Configuring the Step
Step Status Use the toggle at the top to set the step as Active or Inactive. Inactive steps are skipped automatically when the workflow runs but remain in the workflow for future use.
When Does This Run? Controls when the step executes after the workflow reaches it. The available options are: Starts Immediately, Starts at Optimal Time, Starts at Specific Time, Starts X Hours Before, and Restrict To. For a full explanation of each option, see Workflows: Workflow Steps Overview.
Conditional Logic Check Only run this step if certain conditions are met to make this step run only when specific criteria are matched. If the conditions are not met, ProLine skips the step and moves to the next one automatically. For more details on how conditional logic works, see Workflows: Workflow Steps Overview.
Contact Configuration
When this step occurs, the selected tags will be added to the contact associated with the workflow.
Select Contact Choose which contact the tags will be added to. The available options are:
Project's Main Contact
Project Contact 1
Project Contact 2
Tags Select the tag or tags you want to add to the contact. You can add multiple tags in the same step. Only tags that have been added at the company level will appear here
Note: To manage available contact tags, navigate to hamburger menu (☰) > Company Settings > Contacts and scroll down to the Contact Tags section.
Saving
Once you have configured the step, click Save.
Need Help?
If you encounter difficulties or have further questions, contact our support team at support@proline.app or through the chat in the lower corner of your screen. We're here to help you with any issues or concerns.