How to Add Tags To A Workflow

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Purpose/Objective

This article articulates how a tag is added to a workflow for you to be able to create smart lists using the tags, and filter your contacts using tags.

What you will learn

  • Add tags to your workflow

Before you start

  • Ensure you have the right access to your clixio account.

  • Make sure you have access to the Automations section of clixio.

  • Be familiar with using tags and how they work.

Video

Watch this video to find out how to add tags to your workflow.

How To

  1. Open up a workflow, or create a working workflow.

  2. Click on the + sign. Under actions, search for 'tag'.

  3. Click on Add Contact Tag.

  4. Click on Select a Tag and click on the tag you want, or alternatively, click on ADD NEW TAG if you don't have a tag set up yet.

  5. Click on Save on the bottom right side of the screen, and then click on Save on the top right part of the screen.

What Success Looks Like

  • Understanding how to add tags to your workflow.

  • Create your own tags and workflows.

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