Infusionsoft Integration: conditionally apply a Tag based on a field answer

  • 3dcoaches
    Asked on September 8, 2016 at 10:18 AM
    Any update on this? I'm really bummed out that I can't apply tags based on fields that are filled out! Now I have to find another solution... unfortunately.
  • Welvin Support Team Lead
    Replied on September 8, 2016 at 10:35 AM

    This has been resolved already. After authentication, you should see the tags selection at the middle of the integration window. Here's a screenshot of the selection during my test:

    Infusionsoft Integration: conditionally apply a Tag based on a field answer Image 1 Screenshot 20

     

    Pease try it again and let us know if you'll encounter some issues. 

  • 3dcoaches
    Replied on September 8, 2016 at 10:43 AM

    Yes, but these tags get applied to everyone upon submission right? I want to apply specific tags based on specific fields that are filled out, but I don't want certain tags applied UNLESS they check a certain field etc. It seems that these tags get applied universally based on submission, not based on what they actually checkmark etc. Am I missing something?

     

    For example, if they checkmark "Field A," it applies "Tag A".... but if they don't checkmark "Field A", no tag is applied.

  • Welvin Support Team Lead
    Replied on September 8, 2016 at 12:35 PM

    Yes, and unfortunately, I don't think there is a way to conditionally choose a tag based on a field answer. It's currently not possible as far as I could see it. But let me forward this thread to our developers as a feature request. I don't know if this is possible, but if there are updates, you should know it through this thread. 

  • 3dcoaches
    Replied on September 8, 2016 at 1:16 PM

    The old integration allowed this... why the step backwards?

  • Welvin Support Team Lead
    Replied on September 8, 2016 at 2:34 PM

    The old integration was developed by a third party and they have discontinued the support so our developers took over and created a new integration. I have already forwarded this to our backend team for consideration. We will let you know here as soon as we have some updates for you.

  • NeilVicente
    Replied on June 12, 2018 at 6:14 AM

    Sorry for the late update, but we'd like to inform you that we have just implemented a feature called 'Dynamic Tagging'.

    This allows you to change the tag applied to a form depending on a user's answer.

    Please refer to the following guide for further information:

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