Automatic lead tagging for a Custom Form

Created by Gehna Desai, Modified on Wed, 19 Aug at 3:14 PM by Tom Lynch

This allows to add a lead tag automatically and makes it easier to identify leads from where they are coming from.

Instructions to create a lead tag in custom form

Step-by-step guide to create lead tag in custom form

Step 1: Open Pages Editor

Step 2: Open "Edit settings" on a form's chocolate menu

Step 3: Add "Hidden" Type field in the form

Select "Hidden" as type

Name "Form Data Key" as "tags"

Add "Special Value" - This will be displayed as your tag name on the leads

Once a lead is generated through that page's enquiry form, it will automatically have a tag as shown below: