Customer workflow: Trigger when a tag is added or removed

With a customer workflow, users can easily trigger specific actions when a tag is added to or removed from a customer profile. This is available as a trigger option when setting up the customer workflow.

Getting Started

The trigger is available on both Classic & Canvas workflows.

To get started, create a new Event workflow, then select Customers. Finally, select either When tags are added to a customer or When tags are removed from a customer.

Tag Added: This triggers the workflow when any tag is added to a customer profile.

Tag Removed: This triggers the workflow when any tag is removed from the customer profile.

Specify Conditions

Since the event is not limited to specific tags and will trigger when any tag is added or removed, a condition is required to implement the necessary logic and verify if the correct tag was added or removed.

For example, if you wanted to automatically send an email or enroll the customer in a loyalty program when the "VIP" tag is added, select the Customer-> Tag Added condition .

With the Trigger and a Condition in place, the next step is defining the Action.

Common automation that can be implement on tag addition and removal

- Sending an email to the customer or internal team.

- Updating customer data by adding a new tag or custom field.

- Adding the customer to a marketing list in an email service provider.

- Sending a webhook to trigger an external service such as a CRM.

Example Workflows

Our workflow library includes some examples of these triggers.