Apply Tags to Contacts Based On Custom Fields Automation Recipe

To give the best customer experience, your messaging has to be relevant to each contact that you send to. But how do you categorize a list of hundreds (or even thousands) of new contacts after they submit your online form?

You can create contact segments with tags based on their answers in a form's custom fields. That way, you can speak more personally to people with similar tags.

To do this without the hassle of manual work, you can use the Apply Tags to Contacts Based On Custom Fields Automation Recipe.

After a contact submits a form, they travel down a series of actions that check for the value in the selected form field. A corresponding tag is then generated based on the answer value present in the custom field.

Before you import this automation recipe, build a form and the tags you want to use on contacts who submit a particular form.

How does the apply tags to contacts based on custom fields automation work?

Here's how the apply tags to contacts based on custom fields automation works:

1. Contact submits a form and triggers the automation: Choose the form that you built beforehand as the trigger for this automation. This form can be for whatever you want to tag the contact with.
2. Automation checks for form field data: At each IF/ELSE condition in this automation recipe, it checks for field submissions that relate to tags. Make sure you set the condition to "contains" and not "is" if the contact is able to choose more than one value for this field.
3. Contact is tagged based on form field submissions: At each IF/ELSE condition in this automation, it tags the contact. If a contact doesn't have form field info that matches a related tag, the automation routes them to a new action.
4. Contact continues through the automation until there are no more actions: You can create as many of the custom field tag actions as you need for the form you use. The automation ends when there are no more tags to add from the form's custom fields.

What do you need to use the apply tags to contacts based on custom fields automation recipe?

Just an ActiveCampaign account, a form, tags, and a contact list!