Automation Flows – Adding and Removing Tags

With SprintHub, you can automate the bulk addition and removal of tags through Automation Flows, strategically segmenting your leads.

This action is also available in 360º Customer Service and CRM Automations and in the Chatbot.

To create and run your flow, follow these steps:

1. Create the Automation Flow:

• Go to Automation Flows via “Find Services”. Or just type the name, and the feature appears.

• To create, click “+ New”.

1. Configure and Create:

• Enter a Name: Give your flow a descriptive name.

• Enter a description: detail of what will happen in the flow.

• Set up a Segment: Choose one you prefer.

• Category: Choose one you prefer. This is optional

• Allow leads to restart the flow?: It depends on your strategy.

If left as “YES”, it will go through the flow more than once.

• Click “Open Builder”, to create the flow with your actions and conditions.

  

1. Building the Flow:

To remove the Tag from a Lead, just add the removal action to the automation flow.

1. Saving the Automation Flow:

After creating and making the necessary changes, save your Flow and publish it.

• Published: When selecting "YES", the flow will start working immediately.

Next, you will be able to view the statistics and the Leads that went through the flow.

The Lead history displays all changes related to the company and the linked data, accessible in the left sidebar.

CONCLUSION:

Using this automation makes tag management more efficient, ensuring that your Leads are updated dynamically according to their behavior and segmentation. This optimizes your marketing and sales strategies, saving time and reducing manual errors.