Tagging a Contact on a Form

Tagging a Contact on a Form

There are times when you might want to give credit or "tag" a contact of an organization on a form. This will associate the form with the tagged contact and you can elect to have this person automatically notified. In the example below, we are providing the user the option to make a donation in honor of someone and have it tagged to that person.

There are 2 steps to Tagging a Contact on a Form.

Step 1 - Add a Name List Data Field as a Data Field on the Form


  1. Go to Store & Forms and Select the Form.
  2. On the Line Items tab, add a Data Field.
  3. On the Presentation tab for the Data Field, select "Name List" as the Field Type.
  4. Add the Conditions for the Contacts that will populate the Name List.




Step 2 - Tag the Form on the Advanced Tab of the Form

Automatically Tag Form
You can choose to tag a contact from your database when the form is submitted.
  1. This defaults to No.
  2. If you select Yes, the system will make sure you have added a Data Field as a Name List on the Product & Data Fields tab on the form.

Contact Field From Form
Select the Name List Data Field you added on the Product & Data Fields tab.

Notify Tagged User
Should the contact be notified by email that they have been tagged on the form?

Message (Optional)
Enter a message you would like included on the email notification sent to the contact.


.

Email Receipt Sent to User Submitting the Form:




Email Received by Tagged Contact:





Contacts Can See All Forms They've Been Tagged On in their User Profile:




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