How to assign a tag with the workflow
If you want to learn how to assign or delete a tag in a bulk with the marketing workflow, check this article
Tags are a great tool for email marketing. You have a few options in Customerly regarding how you want to assign a tag to your leads or users:
Add tags via API
With the workflow
We will discuss here the last option on the list - how to assign or delete a tag with the workflow.
Here are the steps you need to do when you assign a tag:
Go to the Workflows tab on the left and click on Workflow.
Click on "Create workflow".
Use "Plain workflow" to create a workflow from scratch.
Select an audience between "All leads", "All users", and "All contacts". We selected "All users".
Add conditions. We selected a list "Widget integrated".
Click on "Apply and close".
After you selected the contact type and filtered it, click on "Assign a tag" on the right sidebar.
Type in your tag or select the existing one from the list and click on "Apply and close".
Connect the actions. Once you have completed your funnel, continue by clicking on the top right button.
Then select a goal: run without a goal or track performances.
Click on "Continue". From this page, insert an internal name for your funnel.
If you want to run your workflow on certain days and time or schedule it, switch the toggles.
When you are ready, save it as a draft or publish it.
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