Discover how to set up and utilize contact tag triggers in Pest AI to automatically initiate workflows based on specific tags assigned to your contacts.
1. Let's start by navigating to the 'Automation' section.
2. Next, initiate a new process by clicking 'Create Workflow'.
3. Choose 'Start from Scratch' to personally customize your workflow.
4. Proceed by activating the 'Add New Trigger' feature.
5. Select the 'Contact Tag' option to apply this tool.
6. Add precision by utilizing the 'Add Filters' feature.
7. Select 'Tag Added' from the drop-down to apply a specific filter. You can tag a customer by clicking and choosing the relevant tag.
8. Further refine your results by picking 'Tag Removed'.
If a customer chooses to unsubscribe from a tag, you can remove the tag from their profile in the workflow by selecting the tag and saving the changes. Afterward, you may send a farewell SMS to the customer.
9. Finally, save your changes and complete the process by clicking 'Save Trigger'.
