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How to set up separate tagging and automation for event signups
I have an event coming up where we want to provide attendees with an option to sign up (via QR code).
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I would like to be able to create a signup form that tags the people that use it. I would then want these tagged people to go through a special post-event automation sequence.
However, looking through other questions, it seems like you can't tag contacts through a landing page. I've seen requests for this dating back to 2022, yet this is still not a feature (I know this is possible in other competing products, as I've implemented it before, but our org is using Constant Contact).
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What are my options?
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Do I need to create a separate list for these people? Have them sign up, run through the automation, then when that's complete I can tag them and move them into our main list (to eliminate duplicates that contribute to record count)?
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Is there another way that requires less manual work?
2 replies
Best reply by William A
HelloĀ @L058373Ā ,
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If they're going through a sign-up landing page, you can have the list associated with that SULP be linked to a list-add automation. If they're going through an event registration, you can either set up the registration form to put people who click the opt-in checkmark box to go into a specific list to trigger the automation, or you can manually add those registrant contacts to the automation list.Ā
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