How do I add or remove a tag with an automation?

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You can add or remove a tag with automation actions.

To learn how, follow these steps:

  1. Click Automations on the left menu, then click "Edit" for the automation you want to edit.
  2. Click the node (+) where you would like to place the "Add a tag" or "Remove a tag" action in your automation. 
  3. In the “Add an action” modal, click “Contacts” then click either the "Add a tag" or "Remove a tag" action.
    Screenshot 2025-03-12 at 4.00.47 PM.png

  4. Enter the tag you wish to either add or remove.
  5. Click “Save.”

    Screenshot 2025-03-12 at 4.02.53 PM.png

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