Software for Party Rentals, Events, and Services

New Topic

using automation for tags ?

isabelle A. shared this question ago

Answered

Hello

would it be possible to use the automation to add a tag to a lead ?

I have created the filter and the automation but for now, it was only able to use it to set the customer note with what i want. ''WEB''

I would rather have WEB in the tags section.

Or if we could set the field ''referal'' but right now it is not available

See my automation: https://rental.software/account/#/settings/automations/31313/automation

OR, is there an other web to be able to see that an event came from the web ?

The same question

Best Answer

Chad B. ● 5 months ago

5316802fd493bc9efe8af7722d139d93

e0c76b342969d0535066e96350974b1c

Comments (2)

Susan M. ● 5 months ago

Sorry, automations can only set fields at this time

Reply URL

Chad B. ● 5 months ago

Wait, we can't use an automation to set field>contact tag name>WEB?

(If it works, it will probably remove any other tags, I think).

What exactly are you trying to accomplish with the tag?

Reply URL

isabelle A. ● 5 months ago

Hi Chad ,

I just want to be able to know when an order has come from the web site for report purpose.

URL

Chad B. ● 5 months ago

Did you try the automation and it didn't work? It's not always instant and may take up to 15 minutes for it to actually reflect on the lead/customer. AND it will overwrite any other tags you may use.

One way I do this (though it may not help for orders that advance past quote status) is the lead status settings allows for one status for online created quote and one status for admin created quote. But once you move past to contracted, you lose that.

Alternatively, you could use an optional field and use the automation to set the optional field. The benefit of this over tags as far as automations go, is that it won't overwrite other tags you may be using.

URL

isabelle A. ● 5 months ago

TAGS is not available in the select section when you chose ''set field''

Nor is Referal ....

I know i could create an optional field but i already have many... so i was trying to use a field that already exist.

4d788ee9ee3b3da2b084768ee0575b76

URL

Chad B. ● 5 months ago

5316802fd493bc9efe8af7722d139d93

e0c76b342969d0535066e96350974b1c

URL

isabelle A. ● 5 months ago

thank you Chad. It looks like i was not looking correctly !

URL