All three need a contact. On message and store triggers, put Add/Upsert Contact before them.
Add Tag (Add Tag to Contact)
- Tag: pick an existing tag or type a new one. One tag per step; add several steps for several tags.
- Adding a tag the contact already has is fine. Nothing changes.
- Tags are how you segment contacts for campaigns. A broadcast’s Tags filter can target everyone a workflow tagged.
Remove Tag (Remove Tag from Contact)
- Tag: the tag to remove. Removing a tag the contact doesn’t have is fine.
Update Field (Update Contact Field)
- Field: Full Name, Company Name, Job Title, Department, Country, City, Language, Primary Email, Secondary Email, WhatsApp Number, Mobile Number, Alternate Phone, Website or Notes.
- Value: the fixed text to write. An empty value clears the field.
- The old value is replaced, not appended. Overwriting Notes or WhatsApp Number loses the previous content. To keep a history, use contact notes instead (5.10).
