I need held with adding Infusionsoft Tags ASAP!

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    Asked on December 06, 2018 at 12:38 PM

    THIS IS A TIME SENSITIVE SITUATION. My Manager contacted you yesterday and we haven't heard back. I need this today. Do I need to switch to TypeForm?


    What level of business are you?

    If they choose Newbie I need the "Newbie" tag applied

    If they choose Grower I need the "Grower" tag applied

    If they choose Multiplier I need the "Multiplier" tag applied

    Please select which best describes you right now- 

    If they choose "I'm seeking a solution and have financial resources to invest in my business, if one of your programs is the right fit."- no tag

    I need to add Non-Ideal Lead tag if they choose "I don't have any financial resources, and I am just looking for more information." I need the Non-Ideal Lead Tag added

    These tags are kicking off important automations. Please advise. 

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    Answered on December 06, 2018 at 03:24 PM

    I found a thread related to the same matter here: https://www.jotform.com/answers/1662415 

    You received a reply, but we did not receive a reply back.

    Now, the dynamic tagging feature basically works like this: 

    - You select "Dynamic tagging" on the InfusionSoft integration. 

    - A hidden check box is added to the form with the tags on your InfusionSoft account. 

    - Then you use conditional logic to select the tags in the hidden check box according to the selections you want. 

    The part about integration with InfusionSoft and selecting the dynamic tagging can be configured as per this guide: https://www.jotform.com/answers/1269548 

    Then you only need to set up the conditions to check the desired options in the hidden check box (which contains as options the tags from your InfusionSoft account), to understand how the conditions work, please kindly review this guide: https://www.jotform.com/help/268-How-to-Insert-Text-or-Calculation-into-a-Field-Using-Conditional-Logic 

    Note that you must insert the exact same value through the condition, this way the option in the check box is selected, example: https://form.jotform.com/71227196209962 

    I hope this helps.