Detect Words/Phrases in Form Submission Custom Fields
D
David Tinoco
Add the ability to detect if fields in form submissions contain exact matches or words/phrases.
Use Case:
Every time a contact fills out our pre-qualification form, there are 3 fields that we review to see what kind of newsletters to send them, and then tag them. For example, if the contact replies that they are looking for a product about anti-aging, we tag them "anti-aging".
It would be incredibly useful to have an if statement which would be something like:
If [field] contains/exact match "keyword", add tag "tag name"
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P
Prasoon Dadhich
Merged in a post:
Use Form Fields in automations
D
David Tinoco
I ran into a scenario where I wanted to add automatic tagging to a contact based on their form submissions. This would require to ability to see if form fields contain certain phrases or keywords.
Example --
After a contact opts in to be contacted, we send them a more detailed form with many questions, to get the details of the product they want to buy from us.
I have an automation that uses as a trigger: "Form Submission", and then I select which form.
I wanted to use an If/Else step, in this fashion:
If -> Form Submission . field: form_field_key : contains/exact match -> "my keyword"
Then I could create a branch to add tags