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How to add a tag or update a contact field in a workflow

In the workflow, click the + and choose Add Contact Tag (or Remove Contact Tag) and pick the tag, or choose Update Contact Field, pick the field and enter the new value. Save the action and publish the workflow.

Updated on

Before you start

  • You can create the tag on the spot or beforehand in Settings › Tags.
  • The field you want to update must already exist. Custom fields are created in Settings › Custom Fields; this action doesn't create new fields.
Where to find it

Automation › Workflows › (open the workflow) › + › Add Contact Tag or Update Contact Field

Step by step

Add or remove a tag

  1. Open the workflow and click the + where you want the action.
  2. Choose Add Contact Tag (or Remove Contact Tag).
  3. Select one or more tags from the list, or type a new tag name.
  4. Click Save Action.

Update a contact field

  1. Click the + and choose Update Contact Field.
  2. Name the action (for example, "Set source = Website").
  3. Under Action type, choose:
    • Update field data: writes a new value to the field (replacing what was there).
    • Clear field data: removes the value (custom fields only).
  4. Select the field.
  5. Type a fixed value, or pick a dynamic value (data from an earlier step or from another contact field).
  6. To change more fields in the same action, click Add field.
  7. Click Save Action, then Save in the workflow.

Tips

  • The value must match the field type: valid dates in a date field, a properly formatted email in an email field, and for dropdowns, exactly one of the existing options.
  • Clearing a field or removing a tag can change smart lists, filters and If/Else conditions that depend on it. Review before publishing.
  • Keep tag names simple and consistent (for example, all lowercase) so you don't end up with "VIP" and "vip" as separate tags.

Common problems

  • The log says the tag was added but the contact doesn't have it → Two actions ran in the same second and clashed. Put a 1-minute Wait action before the tag action.
  • The field update failed → The value doesn't match the field type (for example, text in a number field or an option that doesn't exist). Fix the value and check the error in Execution Logs.
  • I can't find the field in the list → The field doesn't exist yet. Create it in Settings › Custom Fields and go back to the action.
  • I can't clear the email or phone → Clear field data only works on custom fields, not standard ones.

Frequently asked questions

Can I update standard fields like email or phone?

Yes, with Update field data. You just can't clear them.

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