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Create Automations Based off a Selection in an Online Form
Create Automations Based off a Selection in an Online Form

Create a tag rule based on fields in the tag comb or tag checkbox in your form.

Support Team avatar
Written by Support Team
Updated over a week ago

As a savvy BenchmarkONE user, you may be wanting to set up different automations based on things contacts select from your online form.

For example, you may want to start someone on a nutrition-specific campaign if they select "Nutrition" as one of their primary health & wellness goals.

You can do that by creating a Tag Score Sequence based on fields in the Tag Comb or Tag Checkbox in your form. Follow the steps below to start automating!

To add tags to an Online Form:

  • Start by selecting Online Forms under the Tools drop-down

  • Click the edit button attached to the Online Form box and click Continue once you are ready to do so.

  • Under the Contact Fields sidebar, look for the Tag Comb and Tag Checkbox options:

  • Click and drag the options to where you want them to appear on your form.

  • You can edit the names for your tags by clicking on the button illustrated below:

  • Click on Close at the bottom of your form template to finish and save your form.

Now, here’s how you can apply various sequences (check out this article for more information on creating and using sequences):

  • Click on Sequences under the Tools drop-down menu at the top of the BenchmarkONE Dashboard.

  • Click on the sequence you want to use or create a NEW sequence

  • Click on the Edit button on the sequence box and you then should be able to edit each aspect of the Tag Score Sequence:

  • You can change the subject for the Tag Score Sequence, and determine at what score you want this to be triggered.

  • Click on Save Changes when you are finished.

NOTE: if you ONLY want this to apply to form submissions, make sure the title of your tag in the form is different from ALL OTHER tags in your system. If you title it the same as others, the score will increase based on whatever you have that Tag tied to and the sequence will go into effect ANY time the contact hits that score, not just based on your form.

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