Add note step
Learn how to use the Add note step in Tarvent Journeys, what it does, and when to use it in your automation flow.
What we'll cover
1 Concepts
What this step does
The Add note step adds a note to the contact record when the contact reaches the step.
Common settings you will see
- Name
- Note
- Apply to which contacts
- Delete
- Save
2 How to configure this step
Here are the steps:
- Open the journey, and add or click the Add note step.
- Enter the note content in the Note section.
- Set Apply to which contacts if needed, and click Save.
Write notes so a teammate can understand what happened without opening the journey.
3 Use cases and business examples
- Internal tracking: Add a note when a contact reaches a key milestone in the journey.
- Audit trail: Add a note to document an automated action or status change.
- Team handoff: Add context for a teammate before a manual follow-up.
4 Step notes
Here is how this step behaves in a live journey so you can configure it with fewer surprises.
- Use the "Insert merge tag" to personalize the note with details about the contact, journey, and more.
5 FAQ
Can I use contact criteria with this step?
If the step includes Apply to which contacts, you can limit the step to all contacts or only contacts that match criteria.
Can I edit this step in a running journey?
Yes. You can edit the step in a running journey. Changes usually apply quickly, so test carefully.
What happens if this step is not configured?
A step that is not fully configured may be skipped in a running journey until you finish the setup.
6 Need help?
If you need help setting up journeys, contact support. We’re happy to help.