People (CRM)

Form Triggers

This article will show you how to set up form triggers

Form Trigger

From your admin dashboard go to People (CRM) >> Manage Forms >> +Add Form (Choose Lead Intake or User Form). After filling out the form as normal you'll see a new section Tags to Apply and Tags to Remove. Choose the desired tags you'd like added and removed once the contact has filled out the form. 

 

 

 

Example of Use: (*One of many) A new lead has come in from a FB campaign or elsewhere and is assigned "New Lead Tag." You have them fill out a fitness questionnaire that could then add the additional tag "Fitness Questionnaire Tag" for you to be able to filter your list or set up additional drips to action based on the new tag.  


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