Tagging Discover Survey to trigger Campaign using Infusionsoft
Tags can be added to Questions and Answers in order to trigger Campaigns in Infusionsoft.
Create a tag in Infusionsoft
- Hover over the Infusionsoft logo, located at the top left corner of the screen and click on Settings under the CRM options.
- Click on Tags.
- Click on Add Tag.
- Save the tag(s).
Adding the tag to a Question or Answers
- Open the Infusionsoft direct integration in the Configure section of a Discovery survey, by clicking on Integrate.
- Under Tag Questions and Answers, click on Add Question.
- Click in the Drop-down to select the Question.
- 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.
- Save Changes