# Contact Tag

{% hint style="danger" %}
In order to **PUBLISH** workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it.
{% endhint %}

"Contact Tag" workflow runs when a customer is added or removed from a tag within the CRM.

"Tags" help you keep track of customers, to know which customers need follow-up and who don't. It automatically moves customers from one list/step to another based on the activities/action linked with that customer.

Click on "choose a workflow trigger" to select the "contact tag" trigger as shown below.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FBNMN3e2e1nP0sUgxom3f%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-9073b53efd59369a9be4b90a9b313504a23668bc_WF%20Trigger%20-%20Filter%20-%20Contact%20Tag%20(1).webp?alt=media&#x26;token=4f0afef3-20ab-42b6-a555-15fbd14b19aa" alt=""><figcaption></figcaption></figure>

## Add Filters

### Tag Added

You can add a customer to a tag by clicking on the selecting the tag you

For Example, when a customer is added to a "Member-exclusive rewards" tag in the workflow and subscribes to the promo, the workflow is automatically triggered and the next action is taken, i.e sending them a "Thank you" SMS.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FPcRL5V12wOfsxc2zbVAf%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-09e254cb78f262e2c35dd1a19bb09596c75f7948_WF%20Trigger%20-%20Filter%20-%20Contact%20Tag%20-%20Tag%20added%20(1).webp?alt=media&#x26;token=b7a210c5-3137-4bee-ba24-cb923da429d0" alt=""><figcaption></figcaption></figure>

#### Tag Removed

When a customer requests to opt-out of a subscribed tag, you can remove the contact from a tag in the workflow by selecting the tag and saving your changes. Then send them a "Goodbye" SMS.

For example, "Hey John! We received your request to unsubscribe from our "20% discount voucher", your request has been approved! If you want to re-subscribe, click on the click below."

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FiPj0ZgQB9NMuShv4Zaf4%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-05a26a113c788111fd3f33912613b1b1cd0e1d65_WF%20Trigger%20-%20Filter%20-%20Contact%20Tag%20-%20Tag%20Removed.webp?alt=media&#x26;token=0f2dfd83-85bc-47d2-8513-bd443eec4116" alt=""><figcaption></figcaption></figure>
