How do I trigger an automation to run when a tag is added to a contact?

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You can use the “Tag is added” trigger to start an automation when a tag is added to a contact.

To learn how, follow these steps:

  1. Click Automations on the left menu to navigate to the Automations Overview page.
  2. Click the “Create an automation” button located on the top right of your screen.
  3. Select “Start from Scratch” from the "Create an Automation" modal then click “Continue.”

    Click Start from Scratch then click Continue.jpg
  4. Select “Tag is added” from the trigger modal and click “Continue.”

    Tag is Added Automation Trigger.jpg

  5. In the "Action option" modal, type the tag that will trigger this automation to run.
  6. Choose if the automation should run once or multiple times.

    Type the tag then choose if the automaiton should run once or multiple times.jpg

  7. If you want to further segment contacts entering your automation, click the box next to “Segment the contacts entering this automation” and select your segment conditions. This step is optional.

    Segment the contacts entering this automation checkbox.jpg

  8. Click “Add Start.”

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