Automations: Change of Contact Status TO Create/Update Contact Tag Group
We use MarketingPro for scheduled campaigns to our clients via email. The only way to set groups in MP from RT is to set up tag groups for each campaign. It would be GREAT if there were automations triggered when a Contacts Status is changed to one of our options to automatically trigger them to be added/removed or changed to the specific tag group. This way, our campaigns in MP are always up to date and current to actual contact status.
Example:
Contact Status updated to 'Former Client' triggers the 'Active Client' Tag Group to be removed.
End Result: They are no longer receiving our email campaigns in MarketingPro that we send to our active clients.
We would like to see this for multiple status to tag group automation options.
Anonymous
shared this idea
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Brian Parke
commented
Tag groups could also be used to automate workflows, activities, etc. This would be helpful for marketing events and campaigns.
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Sherod Bigelow commented
In the automation templates, it would be great to have "Tab Groups" available in the Set Field Action Type. For example, trigger event set to contact added, add to tag group "ABC123". Or new email added, add to tag group FMGsuites.
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Alyssa
commented
I have a tag group where contacts are automatically added if they submitted a form on our website. I want to be able to set up an automation like this:
Trigger Event: Contact Added
Do this Action: Enable Workflow
If All Conditions True: Contact is member of Website Leads tag group