How to create a block in a journey to update tags
How do I create a block in a journey to update tags?
This article explains how to use an Update tags block in an automation workflow. Follow these steps to automatically assign or remove tags for your contacts. This helps you keep your customer data organized as users move through your journey.
In this article, you will learn how to
- Add an Update tags block to your journey.
- Configure tags to be added or removed automatically.
- Fix common setup errors inside the block configuration.
Before you start
Before creating a block in a journey to update tags, make sure you have:
- An existing journey to add an Update tags block.
- Pre-configured tags in your account to assign or remove them automatically.
How to create a block in a journey to update tags
- Log in to your Flownally workspace.
- Go to the Journeys tab.
- Click an existing journey to edit it, or create a new one to open the editor automatically.
- Click on Add step at the end of a path, or on the + icon between two blocks, to add a new block.
- Choose the Update tags block.
- In Add tags, click Add and choose the tags that will be added to the contact.
- In Remove tags, click Add and choose the tags that will be removed from the contact.
Important: You can fill in only one of the sections. To remove a tag from the list, click the x next to it.
What happens after creating a block in a journey to update tags?
After creating a block in a journey to update tags, your workflow updates contact tags automatically during the live automation. The system adds or removes the chosen tags when a contact reaches this step in the journey. Your team can use these updated tags to filter contacts right away.
Troubleshooting
Tags do not update on contacts
This occurs because the chosen tag was deleted from your workspace settings. You must create the tag again in your workspace settings and reselect it in the block.