Automation Flows – Adding and Removing Tags

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

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

To create and run your flow, follow these steps:

1. Create the Automation Flow:

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

• To create, click “+ New”.

1. Configure and Create:

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

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

• Configure a Segment: Choose one of your preference.

• Category: Choose one of your preference. This is optional

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

If set to “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 a Tag from a Lead, simply add the remove action in the automation flow.

1. Save the Automation Flow:

After making the necessary creations and changes. Save your Flow and publish.

• Published: By 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 side section.

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.