How do I use Tags with Workflows?

After you select the starter for how to begin your workflow, you want to start adding actions onto the canvas. The "Apply Tag" action is used to apply a tag or remove a tag from your subscriber's information. Tags can be used to start another workflow to be sent to your subscriber. You can also configure your workflow to allow for multiple entries, which means subscribers can repeat a workflow they have already completed.

Step By Step Instructions

  1. Click the plus button where you would like to add the tag and select the "Tag" action from the list of options.

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  2. To update the tags you want to apply or remove, click pencil icon to change settings.

    2025-06-03_22-42-50.png
  3. Here, you can enter the tag(s) to be applied to subscriber's information or enter the tag(s) to be removed from subscriber's information.

    2025-06-03_22-44-00.png

  4. If you would like to remove a tag that you added, click on the "Apply Tag" action. Then, from your settings click "x" to delete the tag.

    2025-06-03_22-44-00.png

That's it! Now, you can effectively use tags for your workflow to automate the messages being sent to subscribers.

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