This article explains the Contact Tag workflow trigger in ZipLeads. It shows how the trigger can start a workflow when a tag is added to or removed from a contact. You'll learn how to set it up, see some advanced use cases and find tips for fixing common issues.
What is the Contact Tag Workflow Trigger?
The Contact Tag workflow trigger lets you automate workflows in ZipLeads whenever a contact tag is added or removed. Tags are labels you give to contacts. They help you organise and categorise contacts, and take action based on their details or behaviour.
For example, adding a "New Customer" tag can trigger an automated welcome email. Removing a "Lead" tag can update sales team notifications.
Key Benefits of Using Contact Tag Triggers
Automation: Streamlines your work by automating actions based on tags.
Organisation: Helps you keep a clean, useful database of contacts.
Targeted engagement: Lets you segment customers and send personalised messages.
Scalability: Works smoothly across campaigns, pipelines and multiple teams.
How to Set Up the Contact Tag Trigger
Access the Workflow Builder
Go to Automations in ZipLeads and select Workflows.
Click Create Workflow and choose a blank workflow or a template.
Add the Trigger
In the workflow builder, click Add Trigger and search for Contact Tag.
Workflow Trigger Name: Give your trigger a descriptive name, like "Tag Added - Interested".
Choose whether the workflow should be triggered when a tag is Added or Removed.
Note: In the contact tag selector, selecting or deselecting tags doesn't apply any changes until you confirm them (for example, by clicking Apply). Workflows using the Contact Tag trigger fire once the tag update is actually applied.Specify the tag: Choose the tag (for example, "Interested" or "Newsletter Subscriber") that will start the trigger.
Add a new tag: Use the "+ Add New Tag" option to create a new tag from scratch. You can start using it straight away in the workflow you're building.
Define Tags
Add the specific tag(s) that will trigger this workflow.
Use clear, consistent names (for example, "VIP Customer" or "Cold Lead").
Add Workflow Actions
Once the trigger is set, set up the actions you want the workflow to perform. Common actions include:
Sending an email or SMS.
Assigning tasks to team members.
Updating the contact's pipeline stage.
Save and Test
Save the workflow, then test it by tagging a contact to make sure the right actions run.
Example Use Cases
Actions for Tag Added
Send an email or SMS: For example, when the "Interested" tag is added, send a follow-up email:
Subject: "Thank You for Your Interest!"
Body: Hi {{contact.first_name}}, Thank you for showing interest in our services. If you have any questions, feel free to reach out! Best regards, [Your Company Name]
Notify your team: Send an internal notification to your sales team: "A new contact tagged as 'Interested' needs follow-up. Contact details: {{contact.details}}."
Actions for Tag Removed
Send a re-engagement email or SMS: For example, when the "Newsletter Subscriber" tag is removed, send this message: "Hi {{contact.first_name}}, we've processed your unsubscribe request. If this was a mistake, click here to rejoin."
Ask for feedback: Send a survey or feedback request to understand why the tag was removed.
Advanced Use Cases
Combining Multiple Triggers
Use the "Contact Created" and "Contact Tag" triggers together to welcome new leads and assign them to specific sales teams.
Flowchart example: Contact Created ➔ Tag Added ➔ Workflow Triggered.
Dynamic Customer Segmentation
Automatically update tags based on customer behaviour (for example, purchases or website visits) to personalise your marketing campaigns.
Common Errors and Troubleshooting
Duplicate tags: Make sure tags are unique and descriptive so your workflows don't get confusing.
Inactive workflow: Double-check that your workflow is published and active.
Missing actions: Check that all actions linked to the trigger are set up correctly.
Overlapping workflows: Avoid setting up multiple workflows with the same trigger, so you don't get unexpected actions.
Frequently Asked Questions
Q: Can tags trigger workflows retroactively?
No. Tags only trigger workflows when they're added or removed after the workflow is active.
Q: How do I manage a large number of tags?
Use clear naming conventions and review your tags regularly to remove duplicates or tags you no longer use.
Q: What happens if multiple workflows use the same tag as a trigger?
All workflows with the same trigger will start at the same time. Plan your triggers carefully to avoid unexpected overlaps.
Q: Can tags be used across multiple automations?
Yes. Tags can be used in many workflows, campaigns and pipeline stages.