Workflow templates / Routing
Tag new contacts
Every new contact is tagged, so you can see and reach them.
Works with: Any channel
How it works
- A new contact appears
- They are tagged and marked engaged
Steps in the workflow: Trigger, Add tag, Change stage.
Who it is for
Anyone who segments by tag.
Good to know
- What are the channel limits?
- On WhatsApp, a business can message first only with an approved template (needs a WhatsApp Business account); free-form replies work within 24 hours of the customer's last message. It sends one message per recipient per run, and replies need a separate trigger.