Allow Automation to set Tags
E
Ed Ferrigan
If I have a form and people respond to answers, I need to be able to have an automation see the checkboxes and assign a tag accordingly to segment the person. So if they ck 3 boxes as "true" for them I could assign the to 3 different tags.
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PowerBoot Web Solutions
You could just have a workflow trigger on the form submission, look at the related contact field and then assign a tag if a certain value. All evaluations could occur in one workflow as a linear path.