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You can automate adding a flag to a contact.

Flag to a contact.gif

Steps

  1. Select Create in the top menu.

    image-20240301-115147.png

  2. Select Automation from the drop-down list.

    image-20240301-115255.png

  3. In the Criteria section, set the condition you want a contact to meet for the automation to run.

    image-20240301-115540.png

  4. In the Automation Actions, select FLAGS

    image-20240301-115607.png

  5. You must select two things:

    1. Choose the flag that you to add to the contacts.

    2. Add a note that explains why the flag is being added. This is Optional

      image-20240301-115854.png

  6. You can add another Flag by clicking on the Add another Flag button.

    image-20240301-115956.png

  7. Press Save

  8. You arrive on the Manage Automation page

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