Tagging Discovery survey to trigger Campaign using Active Campaign

Tagging Discovery survey to trigger Campaign using Active Campaign

Tags can be added to Questions and Answers in order to trigger Campaigns in Active Campaign.

Create a tag in Active Campaign

  1. In the Active Campaign Dashboard, click on Contacts, located at the left column.
  2. Click on Manage Tags.
  3. Under the the Add Tags sections, enter the tags.
  4. Click on Add Tag to create and save the tag.

 

Adding the tag to a Question or Answers

  1. Open the Active Campaign direct integration in the Configure section of a Discovery survey, by clicking on Integrate.
  2. Under Tag Questions and Answers, click on Add Question.
  3. Click in the Drop-down to select the Question.
  4. Then the question and the possible answers will display a drop-down option, select the Tag that will be appended to that question or answers.
  5. Save Changes.
(If you are having problems seeing pictures in this article, click any and they will expand).

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