1. Select "Marketing"
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2. Select "Workflows"
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3. Select "Create Workflow"
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4. Select "Continue"
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5. Select "Contact Tag"
"Tags" aid in customer management by tracking which customers require follow-ups and which don’t. They also automate the process of shifting customers from one list or step to another, depending on the activities or actions associated with that customer.
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6. Click "Add filters"
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7. Select "Tag Added"
You can assign a tag to a customer by clicking and selecting the appropriate tag.
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8. Select "Tag Removed"
When a customer decides to unsubscribe from a certain tag, you can detach the contact from that tag in the workflow by selecting the tag and saving your modifications. You can then send a farewell SMS to the customer.
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