Custom Value Picker for Add/Remove Tag Action

Including Custom Values in your tags helps you simplify the customer communication process by keeping your team aware of specific details including Dropdown, Numeric, and Date Fields to maximize their potential, simplify contact categorization, and create dynamic experiences that promote engagement.

⭐️Why Is This Feature Beneficial To Your Business?

• Dynamic Offerings: This allows you to create changing offers that better reflect your needs or particular offer details such as the current date, or a specific user.

• Personalized Communications: The custom values in tags allow you to maintain a personal touch in conversations and relay customer information to your team immediately.

• Improved Categorization: This feature allows you to create smart lists based on specific information such as an offer date or listed user, resulting in a better organized Contact list.

⭐️How To Use Custom Value Picker for Dropdown, Numeric, and Date Fields:

1. Navigate to the Workflow builder inside of the Automation section by clicking any workflow or creating a new one.

   

2. Click the plus sign icon and add the action Add Contact Tag or Remove Contact Tag.

   

3. Click the three-dot icon and select the Dynamic option.

   

4. Add the custom value from the tag icon menu.

   

Using the Custom Value Picker for Dropdown, Numeric, and Date Fields in your tags creates an ever-changing experience that fits your specific needs. We’re still expanding this feature across other actions. The upcoming actions will be Assign Users and If/Else.