How to Use Mailchimp Tags

July 29, 2022

Tags are small information, similar to labels, which you can add to your contacts to easily organize and structure your list.

Jotform provides two ways to apply tags to contacts created through a form submission — Static and Dynamic.

Note

Mailchimp integration will only display the Tags option if you’ve already added Tags under your Mailchimp list/audience settings. Click here for more details.

Static Tagging

Static tagging is as straightforward as it sounds. In the integration, select the tags you wish to apply to all contacts created through your form.

jotform-integration-mailchimp-static-tagging

Dynamic Tagging

Dynamic tagging allows you to apply tags to a contact depending on the data submitted to your form.

Dynamic tag fields can be a Dropdown, Multiple Choice, Single Choice, Short Text Entry, or Long Text Entry. However, only the Multiple Choice can produce multiple values among these fields. Thus, we recommend this element if you want to apply multiple tags to your contact.

When you select Dynamic Tagging in the integration, you will immediately see a dropdown next to it to select the appropriate field from your form.

jotform-integration-mailchimp-dynamic-tagging

If the value from the selected field does not match an existing tag on your list, the integration will create it automatically.

Dynamic Tagging with Conditional Logic

With Jotform’s conditional logic, Dynamic tagging can be much more powerful. It will allow you to fetch answers from multiple fields as your tags. For example, you have this Single Choice and Multiple Choice fields in the form.

jotform-integration-mailchimp-tags-from-form

To combine the two, you’ll only need to do the following:

  1. Add a Short Text Entry field in the form.
  2. Add the following conditional logic to copy both fields to the Short Text Entry field.
jotform-integration-mailchimp-dynamic-tagging-with-conditions
  1. Finally, don’t forget to select the Short Text Entry from the dynamic tagging dropdown in your integration settings.

Here’s an example of the tags added for each contact who submits your form. The tags are visible if you set them up for your contacts through your Mailchimp list/audience settings.

mailchimp-contacts-with-tags
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