How to Automatically Tag PhotoBiz Form Contacts

How to Automatically Tag Contacts from PhotoBiz Form Submissions

Overview

Tags help you organize contacts based on the forms they submit through PhotoBiz. For example, you can automatically add a wedding Tag to contacts who submit your wedding inquiry form or a newsletter Tag to contacts who join your mailing list.

The Tag must be added to the form before the visitor submits it. When the form is submitted, PhotoBiz automatically adds any Tags assigned to that form to the contact in your built-in CRM, whether the person is a new contact or an existing contact.

This guide walks you through adding one or more Tags to a PhotoBiz form so future submissions automatically categorize your contacts.

STEP ONE

This opens the Forms Dashboard, where you can access and manage your forms.

STEP TWO

From the Forms Dashboard, click Form Editor.

The Form Editor displays the forms available in your account.

STEP THREE

Click the title of the form you want to update.

If you need a new form instead, you can create one from the Form Editor before continuing.

STEP FOUR

In the Form Editor, locate the area below the direct link for your form and click Add a Tag.

This opens the option to assign a Tag to the form.

STEP FIVE

Enter the Tag you want to use, then click Add Tag. If you've previously created a tag, it will appear in drop down menu below the text field, click on it to add it to the form.

You can add multiple Tags if you want the same form submission to categorize a contact in more than one way.

FINAL STEP

After you have added the Tags you want to use, click SAVE CHANGES.

The Tags are now assigned to the form. When someone submits the form in the future, PhotoBiz automatically adds the form's Tags to that person's contact record.

This applies whether the submission creates a new contact or comes from someone who already exists in your Contacts.

After you save your changes, the assigned Tags appear in the upper-left area of the form where Add a Tag previously appeared. Click this area when you need to add or remove Tags from the form.

Additional Options or Helpful Notes

Tags can help you organize contacts by the type of service, session, promotion, or information they are interested in.

Common Tag examples include:

newsletter — for email signup forms
contact page — for general inquiries
wedding — for wedding photography inquiries
mini sessions — for contacts interested in mini sessions
maternity — for maternity photography inquiries
senior portraits — for senior photography leads

Visitors do not need to see, choose, or enter the Tag themselves. The Tag is applied automatically based on the form they submit.

You can later use Tags to organize contacts and send targeted email campaigns from the Marketing tool included with your PhotoBiz website. PhotoBiz website membership includes 10,000 marketing emails per month.

If a contact is unsubscribed from marketing emails, you can still use Tags to organize their contact record, but they will not receive marketing emails.

Troubleshooting and FAQs

Why didn't a contact receive the Tag?

Confirm that the Tag was added to the form and that you clicked SAVE CHANGES before the person submitted it. Tags added after a submission are not automatically applied retroactively to that earlier submission.

Does this work for existing contacts?

Yes. If someone already exists in your Contacts and submits a form with a Tag assigned to it, PhotoBiz adds the Tag to that existing contact.

Can I add more than one Tag to a form?

Yes. You can assign multiple Tags to the same form. When someone submits the form, the assigned Tags are added to that person's contact record.

Can visitors choose their own Tags?

No. Tags assigned through Add a Tag are managed by you and are applied automatically when the form is submitted.

Need Help?

Support Hours: Monday to Friday, 9am to 6pm EST

Phone: 866.463.7620

Support Channels: Phone, Live Chat, Support Ticket

NEXT: HOW TO USE TAGS TO SEND AN EMAIL CAMPAIGN

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