Add/Remove Tag
Last updated: April 12, 2026
Last Updated: April 12, 2026
Customer-Facing Guide
What this step does
Add/Remove Tag updates the contact tags that can be used for segmentation, workflow logic, and reporting.
When to use it
When a workflow should mark a contact as having reached a certain stage
When later workflow logic depends on whether a tag exists or not
When you want tags to reflect engagement, status, or exclusions
Common mistakes
Adding/removing the tag too late for downstream trigger logic.
Using similar tag names that are easy to confuse.
Forgetting that another workflow may also add or remove the same tag.
How to verify it worked
Check the contact record and confirm the expected tag is present or removed.
Confirm any downstream trigger or exclusion logic behaves the way you expect.
If behavior still seems wrong, check whether another workflow also touched the tag.