How to Create a New Tag Inside a Workflow

Creating a New Tag in Workflow

1. Access Workflow:

   • Open the workflow where you want to add a new tag.

     Add Workflow Action:

   • Click on the plus (+) symbol to initiate adding a new action.

     Search for Tag Action:

   • In the search bar, type the word "tag" to locate the Add Contact Tag action.

     Select Tag Field:

   • Click inside the field labeled "Select Tags."

     Enter Tag Name:

   • Type in the desired tag name following your preferred naming convention. For example, if creating a tag for a lead magnet, you might enter "Opted In :: [Your Lead Magnet Name]".

     Create New Tag:

   • After entering the tag name, click on the option at the bottom that says "Add New Tag." This action creates the new tag.

     Label the Action:

   • Optionally, label the action you just created. For instance, you could label it "Add Opt-in Tag."

     Save the Action:

   • Click Save to finalize the addition of this new tag action step to your workflow.

Tips for Efficiency

• Double-check the spelling of the tag name before saving to avoid creating duplicate tags or errors.
• Familiarize yourself with your existing tags to avoid creating similar or redundant tags.
• Ensure that the tag name follows a established naming convention that you prefer, so you can maintain consistency, and easily identify what a tag does based on it's name alone.
  • Use clear and descriptive names for tags to make it easier for team members to understand their purpose.
  • Consider creating a reference document that lists all existing tags and their purposes to streamline the tagging process.