We know how important it is for you to easily manage your contacts and keep in touch with them. By adding a Subscription question with a Tag to your Form, people who submit a response to the Form can be added to a Tag automatically.
Adding a Subscription Question to your Form
Forms use Form Fields and Questions to gather information from people who fill out the form. One of these questions is a Subscription question. When you add the Subscription question to your form, you can specify one or more Tags to subscribe that Contact to.
Open a Form
To access your Form Questions, find a form, navigate to the Design & Share tab, and click on "Open Form Designer" to open the form editor.
Open Form Question Editor
Click on "Form Questions".
Click on "+ CRM Question".
Add Form Questions
On the Add Form Questions screen, search for "subscribe" to find the Subscription question and click "Add" to save.
Customizing the Subscription Question
Customizing the default text and adding Tags
The default text for the Subscription question is "Would you like to subscribe to our newsletter?", and the default Tag for this question is "Sign-up Subscriptions".
Once the question has been added to your form, you can either use these default values, or click on the "Edit" button to customize the text of the question and add or change the Tags.
You can either add existing tags to the question, or create new ones by typing the name and clicking "(Add New)". You may add as many Tags to the question as you like.
In the example below, I've changed the question to "Can we let you know about future volunteer opportunities?" and added a new Tag called "Volunteers".
Next, you can choose whether or not to make this question is "Required".
Making the Subscription question "Required"
You may set this question to be required or optional.
- If "Required" is checked, the person will have to check "Yes" to submit the Form.
- If "Required" is unchecked, the person can submit the Form without checking "Yes".
Note: The person's Contact record will only be added to the Tag if they check "Yes".
Confirm your changes
Review your finished question on the Edit Form Questions screen:
And on your finished Form: