Tip of the Week – Track When a Tag is Added

You can use notes to keep track of when a tag is applied to a contact.

Simply create an automation with the “Tag is added” start trigger and the “Add note” action. Now, a note will appear as a time-stamped action in the activity stream on a contact’s record whenever the specified tag is applied:

For step-by-step instructions, read this Help article.

For more on tracking your tags, read our guide to using naming conventions to stay organized.

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