Auto-Tagging Form Respondents

Overview: You can have Breeze Automatically assign (or unassign) people to a tag who have responded to a form! You can narrow down the results based on specific respondents' entries. Note: Only entries that have been connected to a profile will be automatically assigned to the tag. See: Connecting a Form With a Person

Setting Up Auto-Tag Form Respondents Automation

  1. Go to the Account Settings (mceclip3.png) > 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
  6. If yes, set that filter
  7. Choose the tag that the respondent should be added to
  8. Select whether or not when this task runs you would like people who do not match this filter to be removed from the tag.
  9. Click "Add Task"

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These tasks runs every hour.

Additional Information on Auto-Tagging Form Respondents

When will this task run (timing)?

Immediately | When task is first created or when the task is manually updated.

Every Hour | Thereafter, or when toggling to "enable" a previously "disabled" task (unlike immediately when creating or updating).


Why does my tag have a lock next to it? 

When you select to "remove people from this tag that do not match the selected filter" the tag is now locked. The tag will appear as "locked" on all screens within Breeze, not allowing you to add or remove anyone manually as it is now populated based on profile field filters only. As long as the tag is locked, the task will remove everyone once per hour not meeting the filter criteria. 


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How do I add or remove people from a locked tag?

Adding or removing someone from a locked tag is done through updating the form respondents - no manual additions/deletions available. 


Can I add people to a tag not matching the set filter?

Manually adding people to tags is available on tags that aren't locked (based on the remove people selection).

Tip: Want to only remove people once a year (based on filter criteria)? Select "remove people", save the changes, the task will run immediately updating your tags and removing those that don't meet the filter. Then, deselect the "remove people" and you're set to add/remove manual for the rest of the year.  


Can I add respondents to more than one tag?

Absolutely!  You can create multiple smart tasks for one form.  Simply create a different filter option of responses and choose a different tag for the individual to be connected to. 

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Comments

12 comments
  • This is a great option that was very much needed. I don't see the option under add task to select Auto-Tag Form Respondent. I only have the options to Smart task and birthday email. 

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  • Hi there! Happy to troubleshoot this further with you via a Support email. I will be reaching out via a Breeze support email so that we can take a look into this further. :) 

    0
  • I would like a form field selection to fire off a follow-up task, not just add a tag.  Is this possible?

     

    For example, if someone selects that they are interested in working in Children's Ministry on a form, then I want our Children's Minister to receive a Follow Up task to contact that person.  

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  • @mkodatt

    Great idea! Sounds like the perfect suggestion for a feature request: Submitting Feature Requests 

    Currently, this functionality doesn't exist in Breeze, but it would make a great addition! 

     

    Cheers!

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  • Is it possible to set up a smart tag using multiple criteria, for example:

    People Who Match the Filter: Grade->Grade 10, Grade 11, Grade 12

    AND

    Tag: Fusion Junior

    ADDED TO

    Tag: Fusion Senior

    AND

    REMOVE FROM

    Tag: Fusion Junior

     

    Or a combination thereof. I think it would make it more dynamic and automated. If there is an existing method, that would be useful as well.

    Thanks,

    René

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  • Hi @reneandnoelle! 
    Great question! You can absolutely do this with our Smart Tags feature. You can even set-up multiple Smart Tags for more complex requests as well. The auto-removing function is also useful for students who graduate from one grade to the next! Don't hesitate to give us a call or send us an email if more clarity is needed! Happy Breezing!

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  •  
    I too would like the option to assign a follow-up task from a form field selection (thanks mkodatt for making the same suggestion). I can think of several instances where this would be helpful for our church.

    What is the link for making feature suggestions. I cannot seem to find it today.

    0
  • @rachel

    Hey! Here's the link for the Feature Request: Submitting Feature Requests 

    Cheers!

    0
  • On my laptop and phone u get all the options for automations. On my Samsung tablet however I only get the ones mentioned by dwan in 2018. I've tried many different things including uninstalling, restarting etc

    October 12, 2018 08:21

    This is a great option that was very much needed. I don't see the option under add task to select Auto-Tag Form Respondent. I only have the options to Smart task and birthday email. 

    0
  • @maryinvancouver

    Thanks for taking a moment to reach out to us! It sounds like this may need to be examined a little deeper by our team. Would you mind giving us a call? We'd love to walk through this with you in Real-Time! I'll switch this ticket over to our Support email in order to get the process started. 

    Cheers!

     

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  • Hi there!

    I have set up a couple of automation like this.  Having people fill out a form, and then automatically being assigned a tag.

    However it just doesn't seem to be doing it?  I have followed this guide and it is still not working.

     

    Any ideas why the tag wont be attached?

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  • @kieran

    Thanks for your comment! I will reach out via a Breeze Support email so we can look into this further. :) 

     

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