Summary: This guide explains how to set up Auto-Tag Form Respondents automations to automatically assign or remove Tags from people profiles based on specific form entries, detailing how to narrow results with filters and what happens when a tag becomes "locked" to prevent manual edits.
Before You Begin
- This automation runs every hour.
- Only entries connected to a profile in People will be processed.
- You can create multiple smart tasks for one form to add respondents to more than one tag.
Step-by-Step Instructions
Setting Up Auto-Tag Form Respondents Automations
1. Go to the Account Settings Automations.
2. Click "+ Add Task."
3. Select "Auto-Tag Form Respondents."
4. Choose the desired form.
5. Select whether or not you'd like to narrow down the results based on a field in the form. If yes, set that specific filter.
6. Choose the tag that the respondent should be added to.
7. Select whether or not you would like people who do not match this filter to be removed from the tag. [This action locks the tag.]
8. Click "Add Task."
Additional Information on Auto-Tagging
| Feature | Details |
| Task Timing | Immediately when first created/manually updated. Every Hour thereafter, or when toggling a disabled task to "enable." |
| Locked Tag | The tag is locked when you select the option to "remove people from this tag that do not match the selected filter." |
| Impact of Lock | A locked tag cannot be added to or removed from manually; it is entirely populated based on the form's profile field filters. |
| Adding/Removing People from a Locked Tag | This must be done by updating the form respondent's original entry. |
| Tip for Manual Control | If you want to use the automation for a one-time bulk cleanup, select "remove people," save the task (it runs immediately), and then immediately deselect the "remove people" option and save again. |
Troubleshooting & FAQs
- Why does my tag have a lock next to it? The tag is locked because you enabled the option to "remove people from this tag that do not match the selected filter." This prevents manual interference with the hourly automation.
- Can I add people to tags that aren't locked? Yes, manual adding and removing is available on any Tag where the "remove people from this tag" option has not been selected.
- My new form entry didn't immediately update the tag: The automation runs every hour. Wait for the next hourly cycle for the new entry to be processed.