Capturing volunteer signup check-boxes into the CC record as a tag or group

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Occasional Contributor

Capturing volunteer signup check-boxes into the CC record as a tag or group

We are preparing a sign-up page for our church festival. I'm hoping that there is a way to capture what "volunteer boxes" were checked (could be several) and have those selections noted/recorded in the CC record as a "tag" or as various email groups. For instance, anyone that volunteers would be noted as such while I would like to also be able to identify them by what they volunteered to do. For example: Childcare, Security, Clean up, and so on. Then I can identify and report on those committees.

Help, please... Maybe this is more functionality than CC is designed to do...

 

Thanks!

Harry

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Moderator

Re: Capturing volunteer signup check-boxes into the CC record as a tag or group

Hello @HarryB771,

 

Thank you for coming to the Community with this inquiry! 

 

I would argue the two best ways to record this data with Constant Contact is either as individual list names or as custom fields. Separating the volunteer positions as list names might be the easiest method, as you can jump to that list under Contacts Management and then export the file for reporting purposes. 

 

When you check off multiple lists for a sign-up form it will display any that you have checked.

2017-08-13_11-45-24.jpg

If you create custom fields you can narrow down the contacts based on which custom field they filled out. Then select those contacts and export them for reporting. 

2017-08-13_11-51-55.jpg

At this time there is no way to add contacts to tags from the sign-up form itself. But I would be happy to submit this as feedback to our developers for review!


Nick S.
Social Media & Content Manager

You're not alone on your email marketing journey. Connect with a Marketing Advisor to see how they can help you develop the right strategy for your business and get the most out of your Constant Contact experience.

View solution in original post

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Moderator

Re: Capturing volunteer signup check-boxes into the CC record as a tag or group

Hello @HarryB771,

 

Thank you for coming to the Community with this inquiry! 

 

I would argue the two best ways to record this data with Constant Contact is either as individual list names or as custom fields. Separating the volunteer positions as list names might be the easiest method, as you can jump to that list under Contacts Management and then export the file for reporting purposes. 

 

When you check off multiple lists for a sign-up form it will display any that you have checked.

2017-08-13_11-45-24.jpg

If you create custom fields you can narrow down the contacts based on which custom field they filled out. Then select those contacts and export them for reporting. 

2017-08-13_11-51-55.jpg

At this time there is no way to add contacts to tags from the sign-up form itself. But I would be happy to submit this as feedback to our developers for review!


Nick S.
Social Media & Content Manager

You're not alone on your email marketing journey. Connect with a Marketing Advisor to see how they can help you develop the right strategy for your business and get the most out of your Constant Contact experience.

View solution in original post

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Visitor

Re: Capturing volunteer signup check-boxes into the CC record as a tag or group

Custom fields? Only option is date or text. (Am I missing anything?) I was looking for custom field option of checkbox so instructions don't need to say "Type an X next to your choice" or "write the word YES if you are interested."

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