How to add assigned values to tags in Active campaign

  • services.fkb
    Gevraagd op 11 juli 2023 om 16:12

    Hi,

    Ik vroeg me af hoe ik de antwoorden van vragen kan koppelen aan tags en deze mee kan geven aan een nieuw contact binnen Active Campaign. Ik zie dat deze tags wel in zijn geheel worden gegeven als "de vraag die gesteld word" - maar ik wil een hele simpele tag mee geven. Bijv, als het antwoord op vraag 1 - A is, dan wil ik "a" als tag mee geven. Kan ik die ergens handmatig aanpassen?


    https://eu.jotform.com/build/231914055298359 = form

    Ik zou graag bijv wanneer mensen bij vraag 1 "betaalde gids" invullen, dan wil ik dat de tag "gids" wordt meegegeven.

    Hoe doe ik dat?

    Alvast bedankt!

    Mvg,

    Misha

    Jotform Thread 5318898 Screenshot
  • Richie Jotform Support
    Geantwoord op 12 juli 2023 om 01:32

    Hi Misha,

    Thanks for reaching out to Jotform Support. I'd like to let you know that I am using a translation tool to provide assistance, but if you would prefer to get assistance in your native language, we can forward your ticket to our Dutch team. But please note that it could take longer to receive a reply.

    With that being said, let me assist you with your question. I checked your form and you have enabled calculation values. You can use this feature to assign values to the selection. Instead of numeric values, you can assign a,b,c. Then add a single choice field with these options and use conditions to define it. Let me show you how:

    1. In Form Builder, select your multiple choice field, and click on the gear icon.
    2. In Multiple Choice Properties, click on Options tab and scroll down to Calculation values.
    3. Change the values to a,b,c.
      How to add assigned values to tags in Active campaign Image 1 Screenshot 100
    4. Click on Add Form elements, in the left side of the screen.
    5. Select Widgets tab, and add click on Form calculation widget.
    6. In Form Calculation widget, click on Add filed, then select your multiple choice field and save.

    How to add assigned values to tags in Active campaign Image 2 Screenshot 111

    Now we add a single choice field as your tag1 field and use condition to determine the tag value.

    1. Click on Add form element, on the left side of the screen.
    2. Then, click on Single choice field.
      How to add assigned values to tags in Active campaign Image 3 Screenshot 122
    3. Click on the gear icon, in Single Choice Properties click on Options tab and add the a,b,c,d values.
      How to add assigned values to tags in Active campaign Image 4 Screenshot 133
    4. In Form Builder, in the orange navigation bar at top of the screen, click on Settings.
    5. Click on Conditions on the left side of the screen.
    6. Then, click on Add new Conditions.
      How to add assigned values to tags in Active campaign Image 5 Screenshot 144
    7. Click on Update/Calculate field.
      How to add assigned values to tags in Active campaign Image 6 Screenshot 155
    8. Set conditions like you see in the screenshot:
      How to add assigned values to tags in Active campaign Image 7 Screenshot 166

    You can now map the tags fields to your active campaign tag. Checkout the screenshot below to see my result:

    How to add assigned values to tags in Active campaign Image 8 Screenshot 177

    Take a look at the screencast below to see the results:

    How to add assigned values to tags in Active campaign Image 9 Screenshot 188

    Here is my sample form you can check and clone it.

    Give it a try and let us know how it goes.


  • services.fkb
    Geantwoord op 12 juli 2023 om 05:41

    Hi Richie,

    Thank you for the great answer! I managed to make it work :) So I appreciate your help.

    Have an amazing day!


    Best regards,

    Misha