Contact Tag Trigger: Configuration Safeguards

We have introduced two in-context safeguards to the Contact Tag trigger to prevent common configuration errors and protect users from unexpected workflow behaviour.

Retroactive Enrollment Info Banner

When a tag is added to the Contact Tag trigger, a subtle info banner now appears, clarifying that the trigger only applies to tags added after the workflow is published. This banner links directly to the retroactive enrollment guide, allowing users to follow the steps to bulk import existing tagged contacts into the workflow.

If a user attempts to save the Contact Tag trigger without configuring any filters, a warning will now appear, explaining that the workflow will trigger for every tag added or removed across all contacts, which may lead to unexpected behaviour. The warning provides two clear options:

• Add Filter (primary CTA) — returns the user to filter configuration
• Save without filters — retains the option for advanced use cases

Retroactive Enrollment Info Banner

• Appears when a tag is added within the Contact Tag trigger filters
• Includes a link to the retroactive enrollment support article
• Dismissible via the close icon; once dismissed, it will not appear again for that user
• If not dismissed, it follows a frequency cap of 3, after which it stops appearing automatically

• Triggered when the user attempts to save the Contact Tag trigger with no filters configured
• The Add Filter CTA returns the user to filter configuration
• The Save without filters CTA allows for advanced use cases

• Reduces confusion regarding post-publish trigger behaviour by setting clear expectations upfront
• Prevents accidental workflow runs across the entire contact base
• Highlights the retroactive enrollment path where users need it, rather than having it buried in documentation
• Allows power users to be unblocked by making every safeguard dismissible or overrideable