Tag Actions in Automations

Add or remove tags as automation actions

Tag Actions in Automations

Tag actions let you add or remove tags from contacts as part of an automation workflow. Tags are a flexible way to categorize contacts, track progress through automations, trigger other automations, and build dynamic segments.

Adding a tag action step

1. In the automation editor, click the + button where you want to add a tag action.
2. Select Tag Action as the step type.
3. Choose the action: Add tag or Remove tag.
4. Select the tag from the dropdown, or type to create a new tag.

Use cases for tag actions

Tracking automation progress

Add tags at key points in your automation to track how far contacts have progressed:

• Add "welcome-started" at the beginning of a welcome series.
• Add "welcome-completed" at the end.
• Use these tags in segments to see how many contacts have completed onboarding.

Triggering other automations

Since "Tag added" is an automation trigger type, you can use tag actions to chain automations together. For example:

1. A lead nurture automation adds the tag "qualified-lead" when a contact reaches the end of the sequence.
2. A separate sales follow-up automation triggers on the "qualified-lead" tag.

Managing segments dynamically

Tags drive segment membership. Adding or removing tags in automations lets you dynamically move contacts between segments:

• Add a "vip" tag after a contact makes their third purchase.
• Remove an "inactive" tag when a contact re-engages through a re-engagement automation.

Suppression and exclusion

Use tag removal to manage suppression:

• Remove a "nurture-eligible" tag when a contact converts, so they are excluded from further nurture emails.
• Add a "sunset" tag in a re-engagement automation for contacts who do not respond, then exclude "sunset" contacts from future campaigns.

Tag naming conventions

Consistent tag naming makes your automations and segments easier to manage:

• Use lowercase with hyphens: welcome-completed, lead-qualified.
• Prefix automation-specific tags: auto-welcome-completed, auto-nurture-stage-2.
• Use descriptive names that make sense outside the context of the specific automation.

Batch tag operations

Mailnaptic uses batch tag operations internally for performance, so adding tags in automations is efficient even when many contacts are processed simultaneously.

Best practices

• Add tags at the start and end of every automation for tracking purposes.
• Remove tags when they are no longer relevant to keep contact profiles clean.
• Document your tag taxonomy so your team knows what each tag means.
• Avoid creating too many one-off tags — reuse tags across automations where the meaning is consistent.
• Test tag actions by enrolling a test contact and verifying the tag appears on their profile.

Tags are a simple but powerful mechanism that connects automations, segments, and campaign targeting into a cohesive system.