Automate tag creation based on donors answers to questions or ticket type purchased/Automate tag creation based on donors' answers to questions
Rowan from Zeffy
I want a tag to be created on my donor's contact page based on answers they give for additional questions on my forms. Ex: If they check an option to sign up to the newsletter, I want to be able to assign their answer as a tag on their contact page.
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Z
Zeffy Support Team
Merged in a post:
Automatically add to lists from membership questions.
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Catholic Military Apostolate
For the membership manager to automatically add people to lists based on responses to custom membership questions.
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Will
Yes please. We have to manually review the answers to the events or membership forms' questions then add the people based on the answer to the proper tag. The question we review is always the same on all the forms (we are asking for a training certification level), then tag the people based on their certification since some events require certain certification.
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Anna
With the new feature of integrated newsletters, it would be amazing if all donors, event attendees are automatically signed up to receive emails with the option to opt-out.
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Orion
I agree. We have a custom question on our membership form about whether members would like to receive physical or digital newsletters. It would be very helpful to have this question automatically generate a tag for that contact so we can sort them and figure out newsletter preference quickly. Additionally, if this tag could be added as a recipient type in an email, we could easily send all of the digital newsletters straight from Zeffy.
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Maryse from Zeffy
Merged in a post:
Automate tag creation based on form completed
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Jim
There should be an "automatic tag" option for each form that stays with the contact being registered
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Lloyd
Would like to see questions that are asking on a form to be updated to their contact information with tag info and the abilty to sort these people out for future emails campaigns. eg, Q. Are you interested in volunteering for SLRA events or activities? A. Yes or No,
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Mike
That would really help us to separate donors who receive a tax receipt vs. people who have given to a specific event or to send their kids to something.
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Maryse from Zeffy
Merged in a post:
Add Tags with contact
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Ariel
I would like to be able to define one (or more) tags with each Form that gets applied to contact when they interact with that form. For example, I just had a Tree Lighting Event, and had to go through and manually add "2024Tree" as a tag to all the people who bought tickets in order to track that interaction for future contact filtering.
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JJ
Yes, this would be huge. We someone completes a form we can set up an auto tag based on a selection on the form or the form itself. Right now this is a manual process and people get missed to be on emailing list.
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laurie
This would be LIFE CHANGING and allow us to potentially switch our email platform to you once you introduce a stylized email editor :)
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