We've added two in context safeguards to the Contact Tag trigger to prevent the most common configuration mistakes and protect users from unexpected workflow behavior.

What's New

Retroactive Enrollment Info Banner

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

No Filters Warning

If a user attempts to save the Contact Tag trigger without configuring any filters, a warning now surfaces explaining that the workflow will trigger for every tag added or removed across all Contacts, which may cause unexpected behavior. The warning offers two clear paths forward:

• Add Filter (primary CTA) — returns the user to filter configuration

• Save without filters — preserves the option for advanced use cases

How It Works

Retroactive Enrollment Info Banner

• Appears when a tag is added inside 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

No Filters Warning

• Triggered when the user attempts to save the Contact Tag trigger with zero filters configured

• The Add Filter CTA returns the user to filter configuration

• The Save without filters CTA preserves the option for advanced use cases

Why This Matters

• Reduces confusion around post-publish trigger behavior by setting clear expectations upfront

• Prevents accidental workflow runs across the entire contact base

• Surfaces the retroactive enrollment path right where users need it, instead of leaving it buried in documentation

• Keeps power users unblocked by making every guardrail dismissible or overrideable