Aside from having tags to trigger certain automations, you can also use tags to filter in automations. This works the same as any other filtering options in automations:
- In an automation, click the Plus icon to add a new step.
- In the pop-up that opens, click on Filter to set the criteria for your automation from that point onwards.
- Now set the filter up as you wish:
- Object: select the object for this filter. In this case it's Account.
- Field: this is the place to filter on the tag. These fields belong to the object chosen above.
- Operator: choose if the filter needs to include one of the tags, not one of the tags or if the operator doesn't need to be set.
- Value: find the overview of your tags and select one or more.
- If needed, use the And/or options to further define your filter. Ready? Click on Confirm.
- The filter based on a tag is now included in the automation.
Want to know more about the Automation functionality? Read this article: Automations
Looking for more in-depth knowledge about the Tags module, where you can manage re-usable segments of records? Read all about it in this article: Tags