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Gravity Forms Account Tags Add On

Automatically add or remove account tags on the member's account when a Gravity Form is submitted.

The Account Tags add-on adds or removes account tags on a member's account when they submit a Gravity Form. For example, a swim team sign-up form can tag the family Swim Team automatically, so you can email just those families later.

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Before you start

Create your tags in Settings > Members > Account Tags. See Settings: Account Tags and Understanding and Using Account Tags.


Add the Acct ID field to your form

  1. Go to Content > Gravity Forms and open the form.

  2. In the field list, under Member Splash Fields, click Acct ID.

  3. Save the form. The field is hidden from members and fills in with the logged-in member's account number.


Link the form to account tags

  1. Go to Content > Gravity Forms. On the Forms tab, hover over the form, then over Settings, and choose Account Tags.

  2. Click the link to create a new feed.

  3. Enter a Feed Name (just for you).

  4. Check the tags under Account Tags to Add and/or Account Tags to Delete.

  5. Set Acct # to the Acct ID field you added.

  6. Click Update Settings.

💡 Only for forms current members fill out. Wait list and New Membership Application forms are submitted before an account exists, so there's nothing to tag.

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