Add tag step
Learn how to use the Add tag 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 tag step adds one or more tags to the contact when the contact reaches the step.
Common settings you will see
- Name
- Tags
- 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 tag step.
- Select or enter the tags to add.
- Set Apply to which contacts if needed, and click Save.
3 Use cases and business examples
- Segmentation: Tag contacts based on actions or milestones for future targeting.
- Lifecycle labels: Add tags such as onboarding, trial, or renewal stages.
- Sales routing: Tag contacts who reach a handoff-ready stage.
4 Step notes
Here is how this step behaves in a live journey so you can configure it with fewer surprises.
- For each tag added to the contact, an event is triggered that journeys can listen to.
- If the contact already has the tag, no event will be generated.
- If the tag is not part of your account, it will be added.
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.