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How do I add or remove a tag automatically?

How do I add or remove a tag automatically?

Posted by Support Team on September 10, 2020 — Updated on June 30, 2025

This guide will walk you through the process of automatically adding or removing tags

1. Click “Automations”

Click the ā€œAutomationsā€ tab to set up an automation.

Click 'Automations'

2. Click “Create New Automation”

Click ā€œCreate New Automation,ā€ and from the list of automation types, choose ā€œAdd/Remove Tag.ā€

Click 'Create New Automation'

3. Customize the Automation

Click on the edit icons to customize the settings.

Customize the Automation

4. Select when and action

Select when the tag will be added or removed and the automation action.

Select when and action

5. Click “done editing”

After customizing the first section, click the ā€œDone Editingā€ button to proceed.

Click 'done editing'

6. Select “Add Tag” or “Remove Tag”

Select either ā€œAdd Tagā€ or ā€œRemove Tag,ā€ choose your preferredtag from the drop-down list, then click the ā€œSaveā€ button.

Select 'Add Tag' or 'Remove Tag'

In this guide, you learned how to navigate the Automations feature, create new automation rules, set triggers and conditions, and manage tags.

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