Aesthetix CRM uses tags to keep your contacts organized and your automations running. Two kinds of tags do most of this work behind the scenes: Source Tags, which record where a contact came from, and Trigger Tags, which start workflows when they're applied. This article explains both, how Aesthetix CRM uses them, and the conventions to follow so your Sales Pipeline, contact organization, and communications keep working properly.
Source Tags help you quickly identify where a contact came from. Whenever a contact enters Aesthetix CRM, a standard tag is added based on the source they came through — a web form, a landing page, an import, a manual entry, and so on. These tags let you filter, segment, and report on your contacts by origin without any extra setup.
Because Source Tags are applied automatically based on the contact's entry point, they give you a consistent, account-wide way to answer "Where did this lead come from?" at a glance.
What should I do with Source Tags? Use them for filtering and segmentation in your Contacts list and for building Smart Lists. They're also useful inside workflows when you want to treat contacts differently depending on where they originated.
Should I edit or delete Source Tags? Leave the standard Source Tags in place. They're part of how Aesthetix CRM categorizes contacts, and removing them can break filtering and reporting. You're always free to add your own tags alongside them.
Tags can also be used as Triggers to enroll a contact in a workflow. Aesthetix CRM uses tags as triggers for many backend workflows that make your Sales Pipeline, contact organization, and contact communications work properly. When one of these tags is added to a contact — by you, by a form, or by another automation — the matching workflow starts automatically.
Can I delete Trigger Tags? No. Do not delete tags from Aesthetix CRM. Removing a trigger tag can stop the workflow it powers from running. You may add new tags based on your preferences at any time.
During onboarding, Aesthetix CRM sets up the following commonly used tags as triggers so you can put them to work right away. To start any of these workflows, simply add the matching tag to a contact:
Send Review: the tag send review will initiate the Google Review workflow
Win-Back: the tag win-back will initiate the Win-Back workflow
Win-Back Botox: the tag win-back botox will initiate the Win-Back Botox workflow
Win-Back DiamondGlow: the tag win-back diamondglow will initiate the Win-Back DiamondGlow workflow
Cancellation: the tag cancellation will initiate the Appointment Cancelled workflow
Event-Invite: the tag event-invite will initiate the Event Invite & RSVP workflow
WLP-4, WLP-6, WLP-12: the tag wlp-# will initiate the weight-loss program workflow
Consult2Close: the tag consult2close will initiate the Post-Consultation workflow
Please see your training video for details on your account's setup of these workflows.
Each Trigger Tag is wired to a workflow in your Workflows collection through a Contact Tag trigger. When the tag is added, the contact is enrolled and the workflow runs. This is why naming matters: the tag on the contact must match the tag the workflow listens for, exactly. Keep the spelling, spacing, and hyphenation consistent with the conventions above (for example, win-back, not winback or Win Back).
If you build your own automations, you can follow the same pattern: create a tag, then set up a workflow with a Contact Tag trigger that watches for it. For details on configuring tag-based triggers and the full list of workflow triggers, see the Workflows collection.
