Add/Remove Customer Tag Based on Another Customer Tag?

Hi there.

For certain customers in our membership program, I tag them with the year of the membership (for testing purposes, AC-TEST) and whether they are active (Membership Active). I am trying to build a flow that gets and filters customer data based on the customer being tagged with “AC-TEST”, then if the tag “Membership Active” is present, remove it. But after the flow runs, a customer with those tags still has the “Membership Active” tag. I think based on the results, my query to pull in customers with the “AC-TEST” tag isn’t working. I’ve attached screen shots to show what I have, the results, and the customer with the tags still.

Any ideas?

Thanks!

Hi Thegoodsociety,

Your query for the tag looks incorrect, you should try “tag:AC-TEST” instead to get the accurate list of customers.

Then you should iterate through each customer using the For Each, check that Customer for the “Membership Active” tag and then remove the tag. Here is an example Workflow I put together to showcase how this works:

Hope that helps!

1 Like

This makes perfect sense. I was also able to use this answer to build some other flows I was working on. Being new to the app, I simply didn’t know what level of detail (i.e. the For each) I needed to go. Thanks! Appreciate it!