Custom Fields in Tags
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Stephanie Blair
This would be useful to be able to ask questions like "Where are you from" and have them write an answer and that answer be turned into a tag! Currently, you have to use a checkbox but sometimes you cannot put all possible answers a client might give, this is where this ability would be helpful
HIGHLVL-I-2350
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Marisa Amirian
Yes, Custom fields that utilize tag collections. And can be shared across contacts and custom objects.
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George Givargis
Up. My usecase is when a specific user has setted a lead and then later the lead switches the user to a closer. Thats why i need to use/create tags like: "setter_{{user.name}}"
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Keith Besherse
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Ryan Hartigan
I still don't know why this is the only thing that can't add custom fields in the CRM right now
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Gareth Everson
How can this be implemented without potentially creating tag chaos?
Imagine the number of spelling combinations a text input field could have: typos, different ways of spelling things. I’m not sure you’d be able to then utilise all those combo’s effectively for this to be as valuable a use case.
If it’s an address field, a 3rd party address validation service would deliver more accuracy. If it’s a ‘how did you hear about us?’ type field then a drop down of previous submissions (that you then keep up to date) would be cleaner, with an ‘Other’ option in there, that then conditionally shows a text field if selected for the respondent to enter their ‘Other’ entry.
As an implementer who’s worked with tag-based CRMs, I think this leaves it open to a chaotic data management scenario by turning custom field responses into tags, rendering the segmentation and usability of that info in the CRM confusing and time-consuming to manage.
I think this needs more careful consideration.
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Ryan Hartigan
Gareth Everson: makes zero sense. You don’t have to pass custom fields if you don’t want to use to.
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Romulo Pereira
We need really bad. I need to migrate the {{user.name}} to a Tag and there's no way to do it atm rather than manually.... :-(.
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Jonathan Marx
Yes yes- two thumbs up. I want to create a radio drop down with custom fields that asks about demographics. Depending on their answer, I want to tag them as a doctor, lawyer, patient, etc. Please please. This was doable in Keap/Infusionsoft.
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Scott Heliker
Jonathan Marx: When they fill in the form select the radio button you could set up a webhook with that form sumbisson, catch the payload in your program of choice, then update the tags on that person with their readio selection.