Contact State block in Flow Builder
Add or remove tags and set or clear persistent contact attributes.
Actual settings panel for the “Contact State”
The same Flow Builder settings structure; this educational preview does not save anything.
Choose Set variable, Clear variable, Add tag or Remove tag.
If empty: An active flow requires at least one valid action.For setting or clearing a variable.
If empty: Cannot be empty for these two actions.Only for Set variable.
If empty: Cannot be empty when setting a variable.For adding or removing a tag.
If empty: Cannot be empty for tag actions.Add or remove tags and set or clear persistent contact attributes.
When to use this block
Use wherever a contact’s progress should be recorded in their profile.
Settings, step by step
1 — Add tag
For example “Price lead” or “Needs follow-up”.
2 — Remove tag
Remove a previous-stage tag when the contact moves on.
3 — Set attribute
Save a persistent value such as the selected product or sales stage.
4 — Clear attribute
Clear a previous value when it is no longer valid.
Inputs
- Current contact
- Fixed values or flow variables
Outputs and continuation
- Continue after applying changes
Practical example
After a price request, add “Price lead” and set the stage to “Reviewing prices”.
Tips
- Avoid multiple equivalent tags for the same concept.
- Design tags and attributes for later reporting and decisions.
Troubleshooting
- Duplicate tags and inconsistent naming clutter contact management.
Related blocks
- Condition / Filter
- Save Contact Information
- Scheduled Follow-up
Contact entered the price branch → “Price lead” tag added