How do I setup Keap integration to apply additional tags?

  • robertpresseau
    Asked on March 25, 2020 at 1:13 AM

    How do I set it up so that additional tags will be applied in infusionsoft if they choose specific choices in the jotform

  • robertpresseau
    Replied on March 25, 2020 at 1:24 AM

    I want tags addeds for each of the different options for multiple choice


  • Kiran Support Team Lead
    Replied on March 25, 2020 at 1:51 AM

    I believe that you are referring to Dynamic tagging with Infusionsoft integration. If so, please go through the guide below that can help you with this.

    https://www.jotform.com/help/513-How-To-Use-JotForm-s-Keap-Dynamic-Tagging

    Let us know if you are referring something different. We will be happy to help. 


  • robertpresseau
    Replied on March 25, 2020 at 5:28 PM

    I want each individual checkmark to add a tag in infusionsoft do you have a video showing this1585171680Issue jot form Screenshot 10

  • robertpresseau
    Replied on March 25, 2020 at 6:04 PM

    This reference did not answer the same question https://www.jotform.com/answers/1685018-Infusionsoft-Dynamic-Tagging-Unable-to-add-multiple-tags-to-each-radio-selection- as the link from within it no longer works

  • Welvin Support Team Lead
    Replied on March 25, 2020 at 6:05 PM

    That is possible, but you need to add the Tags first to your Keap/Infusionsoft account. In the integration, you have the option to choose Dynamic Tagging. Choose that and the form should add the tags in the form automatically. It is labeled as Infusionsoft Tags, see example below:

    How do I setup Keap integration to apply additional tags? Image 1 Screenshot 30

    Don't change the label and just keep it hidden.

    Now, make sure that the items from the Multiple Choice fields are the same as your Keap/Infusionsoft tags. If the tags and your options are not identical, that will not work.

    Next, set up conditional logic to copy the multiple choice field to the Infusionsoft Tags. Example:

    How do I setup Keap integration to apply additional tags? Image 2 Screenshot 41

    The output would be similar to this: https://form.jotform.com/200846684862061. I've shown the tags for you to see. 

    I hope that helps. Please let us know if you need further assistance.

  • robertpresseau
    Replied on March 25, 2020 at 6:09 PM

    Nope still have no idea,


    1585174135jotform 1 Screenshot 10



    n the integration, you have the option to choose Dynamic Tagging. Choose that and the form should add the tags in the form automatically. It is labeled as

    Where is this option?

  • robertpresseau
    Replied on March 25, 2020 at 6:47 PM

    So I unintegrated it then reintegrated it to get access to what you're talking about (revealing the option for dynamic options) however the listed tags do not correlate with the tags in my infusionsoft account, it shows multiple tags that are the same with different id names under select actions in JOT forms.


    And in Infusionsoft there is only one option which shows a different id number





    1585176231jotform 2 Screenshot 101585176283Jotform 3 Screenshot 21


  • Sonnyfer JotForm Support
    Replied on March 25, 2020 at 7:56 PM

    Hi,

    Please allow me some time to do some tests on my end. I will get back to you on this thread shortly.

  • Sonnyfer JotForm Support
    Replied on March 25, 2020 at 8:06 PM

    Thanks for your patience.

    I have cloned your form and tried integrating with our test Keap account and wasn't able to see multiple tags with the same exact names.

    1585180908keap Screenshot 10 

    I have cleared your form cache in an attempt to troubleshoot the issue. Kindly try integrating once again and let us know it makes any difference.

  • robertpresseau
    Replied on March 26, 2020 at 11:49 AM

    What are all of the options Below that show checkbox? Is it pulling this from internal forms or web forms from infusionsoft?


    1585237648Jot form Save 1  03 26  20 Screenshot 101585237661Jot form Save 2  03 26  20 Screenshot 211585237671Jot form Save 3  03 26  20 Screenshot 32


  • Jimmy_D
    Replied on March 26, 2020 at 12:38 PM

    Hi, 

    Thanks for reaching out to us. Those tags are from your Infusionsoft account. 

    Please let us know if you have more questions. 

    Related guides:

    https://help.infusionsoft.com/help/create-a-tag

    https://www.jotform.com/help/513-How-To-Use-JotForm-s-Keap-Dynamic-Tagging

    Regards, 



  • robertpresseau
    Replied on March 26, 2020 at 1:13 PM

    No they are not please look above in the previous messages where i show my infusionosft tags

  • Vanessa_T
    Replied on March 26, 2020 at 2:10 PM

    As far as I have checked before, those tags are indeed coming from your Keap account, whether created by you are was there already as default by Keap.

    Nonetheless, please allow me some time to make some tests and will get back to you afterwards.

  • Vanessa_T
    Replied on March 26, 2020 at 2:31 PM

    I've checked your form and based on what you are showing on your screenshots, those are Action Sets. Please check the image below and check the note displayed when you selected Dynamic Tagging.

    How do I setup Keap integration to apply additional tags? Image 10

    And to confirm, both tags and action sets are taken from your InfusionSoft Account. Here's alook on my cloned form and a test InfusionSoft account.

    1585247430A Screenshot 21