--- title: Adding Lead Tags to Contact Forms for Routing and Segmentation description: Learn how to apply lead tags to contact forms in Sierra Interactive so new leads are automatically tagged, segmented, and routed to the right agent. image: https://www.sierrainteractive.com/wp-content/uploads/2022/07/Website-Preview-V2A.jpg --- [Skip to content](https://help.sierrainteractive.com/helpcenter/adding-lead-tags-to-contact-forms-for-routing-and-segmentation#main-content) [Contact Support](https://help.sierrainteractive.com/helpcenter/kb-tickets/new?hsLang=en) [![Sierra Interactive logo](https://help.sierrainteractive.com/hs-fs/hubfs/sierra%20interactive%20logo.png?width=250&height=34&name=sierra%20interactive%20logo.png)](https://help.sierrainteractive.com/helpcenter?hsLang=en) - [Sierra CRM Login](https://client.sierrainteractivedev.com/login.aspx?sn=sierrainteractive.com) - [Sierra Support](https://share.hsforms.com/1-PkIvKPkRJ2Oe4iP28LPugcrxj0?__hstc=240356316.ca34a03f98730f420ad639300528f2a2.1764955183725.1783970890126.1783975123568.351&__hssc=240356316.31.1783975123568&__hsfp=3cbed2008eb4c720102b6f72b9dd6767) - [Training & Learning](https://info.sierrainteractive.com/live-training-learning-opportunities) Show submenu for Training & Learning - [Sierra Academy](https://info.sierrainteractive.com/sierra-academy) - [Live Training Sessions](https://help.sierrainteractive.com/helpcenter/join-live-training-sessions-explore-sierra-learning-resources) Show submenu for Live Training Sessions - [Tuesdays 11AM ET](https://us02web.zoom.us/j/81520282538) - [Wednesdays 1:30PM ET](https://us02web.zoom.us/j/84246589732) - [Fridays 3PM ET](https://us02web.zoom.us/j/86964951435) - [Sierra YouTube Channel](https://www.youtube.com/@sierrainteractive/featured) - [Sierra Facebook Mastermind](https://www.facebook.com/groups/sierrainteractive) - [Referral Dashboard](https://www.sierrainteractive.com/customer-referral-dashboard/) - [Operations & Closures](https://info.sierrainteractive.com/sierra-interactive-observed-holidays) - [System Status](https://status.sierrainteractive.com/) Open main navigation Close main navigation - [Sierra CRM Login](https://client.sierrainteractivedev.com/login.aspx?sn=sierrainteractive.com) - [Sierra Support](https://share.hsforms.com/1-PkIvKPkRJ2Oe4iP28LPugcrxj0?__hstc=240356316.ca34a03f98730f420ad639300528f2a2.1764955183725.1783970890126.1783975123568.351&__hssc=240356316.31.1783975123568&__hsfp=3cbed2008eb4c720102b6f72b9dd6767) - [Training & Learning](https://info.sierrainteractive.com/live-training-learning-opportunities) Show submenu for Training & Learning - [Sierra Academy](https://info.sierrainteractive.com/sierra-academy) - [Live Training Sessions](https://help.sierrainteractive.com/helpcenter/join-live-training-sessions-explore-sierra-learning-resources) Show submenu for Live Training Sessions - [Tuesdays 11AM ET](https://us02web.zoom.us/j/81520282538) - [Wednesdays 1:30PM ET](https://us02web.zoom.us/j/84246589732) - [Fridays 3PM ET](https://us02web.zoom.us/j/86964951435) - [Sierra YouTube Channel](https://www.youtube.com/@sierrainteractive/featured) - [Sierra Facebook Mastermind](https://www.facebook.com/groups/sierrainteractive) - [Referral Dashboard](https://www.sierrainteractive.com/customer-referral-dashboard/) - [Operations & Closures](https://info.sierrainteractive.com/sierra-interactive-observed-holidays) - [System Status](https://status.sierrainteractive.com/) - [Contact Support](https://help.sierrainteractive.com/helpcenter/kb-tickets/new) Search Help Center - There are no suggestions because the search field is empty. 1. [Help Center](https://help.sierrainteractive.com/helpcenter?hsLang=en) 2. [Lead Management](https://help.sierrainteractive.com/helpcenter/lead-management?hsLang=en) 3. [Lead Organization & Tagging](https://help.sierrainteractive.com/helpcenter/lead-management?hsLang=en#lead-organization-tagging) July 13, 2026 # Adding Lead Tags to Contact Forms for Routing and Segmentation ## Automatically apply lead tags when site visitors fill out contact forms on content pages. ### Table of Contents 1. [Why This Feature Matters](https://help.sierrainteractive.com/helpcenter/adding-lead-tags-to-contact-forms-for-routing-and-segmentation#why) 2. [Before You Begin](https://help.sierrainteractive.com/helpcenter/adding-lead-tags-to-contact-forms-for-routing-and-segmentation#before) 3. [How Contact Form Tags Work](https://help.sierrainteractive.com/helpcenter/adding-lead-tags-to-contact-forms-for-routing-and-segmentation#how) 4. [Step-by-Step Instructions](https://help.sierrainteractive.com/helpcenter/adding-lead-tags-to-contact-forms-for-routing-and-segmentation#step) 5. [Best Practices](https://help.sierrainteractive.com/helpcenter/adding-lead-tags-to-contact-forms-for-routing-and-segmentation#best) 6. [Troubleshooting Common Issues](https://help.sierrainteractive.com/helpcenter/adding-lead-tags-to-contact-forms-for-routing-and-segmentation#issue) 7. [FAQs](https://help.sierrainteractive.com/helpcenter/adding-lead-tags-to-contact-forms-for-routing-and-segmentation#faq) --- ### Why This Feature Matters Contact form tags allow you to: - Route new leads to the right agent based on the form's context or location - Track which page or contact form generated each lead - Apply Lead Routing Rules that align with your team's specialties - Automatically tag returning leads for better segmentation and follow-up [back to the top](https://help.sierrainteractive.com/helpcenter/adding-lead-tags-to-contact-forms-for-routing-and-segmentation#top)   --- ### Before You Begin - Updating Global Site Settings and creating Lead Routing Rules requires Primary Manager or Manager-level permissions - Lead registration must be enabled for a contact form type in **Global Site Settings \> Lead Distribution** — otherwise, submissions of that form type won't be registered as leads or routed. See [Global Site Settings: Leads, Permissions, and Compliance](https://help.sierrainteractive.com/helpcenter/global-site-settings-in-sierra-configuration-for-leads-permissions-and-compliance?hsLang=en) - If the tags you plan to use don't exist yet, create them first under **Leads \> Lead Tags**. See [Tags Manager: Adding, Editing, and Organizing Lead Tags](https://help.sierrainteractive.com/helpcenter/the-sierra-tags-manager-how-tagging-enhances-your-lead-management?hsLang=en). [back to the top](https://help.sierrainteractive.com/helpcenter/adding-lead-tags-to-contact-forms-for-routing-and-segmentation#top) --- ### How Contact Form Tags Work Before setting up form tags, keep these behaviors in mind as they affect how you plan your routing: - **Only new leads are routed.** When a brand-new lead submits a tagged form, the tag is applied and any matching Lead Routing Rules run. If an *existing* lead submits the form, the tag is added to their record, but routing rules are **not** triggered. - **Tags on a form can't be edited after saving.** To change the tags on a contact form, delete the contact form component from the content page and add a new one with the correct tags. [back to the top](https://help.sierrainteractive.com/helpcenter/adding-lead-tags-to-contact-forms-for-routing-and-segmentation#top) --- ### Step-by-Step Instructions #### 1. Enable Lead Registration on Contact Forms 1. Click the **gear icon \> Global Site Settings**.![AWH Global Site Settings](https://help.sierrainteractive.com/hs-fs/hubfs/AWH%20Global%20Site%20Settings.jpg?width=357&height=415&name=AWH%20Global%20Site%20Settings.jpg) 2. Scroll to the **Lead Distribution** section. 3. Under **Enable Lead Registration on the Following Contact Form Types**, check the box next to each form type that should register submissions as leads (e.g., *Contact Request (Buyers)*, *Free Market Analysis*, *Mortgage Pre-Qualification*). 4. Click **Submit** to save your settings.![lead\_distribution](https://help.sierrainteractive.com/hs-fs/hubfs/lead_distribution.png?width=670&height=293&name=lead_distribution.png) #### 2. Add a Contact Form to a Content Page 1. Go to **Content \> Content Pages**. ![content\_tab](https://help.sierrainteractive.com/hs-fs/hubfs/content_tab.png?width=300&height=170&name=content_tab.png) 2. Click **Add New Page**, or click **Edit** on an existing page. 3. Click **Add New Page Component**.![add\_page\_component](https://help.sierrainteractive.com/hs-fs/hubfs/add_page_component.png?width=670&height=108&name=add_page_component.png) 4. Select **New Contact Form** in the overlay. ![contact\_form](https://help.sierrainteractive.com/hs-fs/hubfs/contact_form.png?width=424&height=248&name=contact_form.png) #### 3. Apply Lead Tags to the Form 1. Select the form type (e.g., *Basic Contact Form - Buyer Focused*). 2. Click **Add Lead Tag**. 3. Search for and select the tag(s) you want applied to leads who submit this form. - If the tag doesn't exist yet, create it first under **Leads \> Lead Tags** by clicking **Add New Tag**. 4. Click **Apply**, then **Submit** to confirm your tag selection.![contact\_form\_tag](https://help.sierrainteractive.com/hs-fs/hubfs/contact_form_tag.png?width=472&height=355&name=contact_form_tag.png) 5. Review the notification email address and applied tag(s). 6. Click **Save** to finalize the contact form component. #### 4. Route Leads Based on Form Tags 1. Go to **Leads \> Lead Routing**. ![leads\_routing\_caa](https://help.sierrainteractive.com/hs-fs/hubfs/leads_routing_caa.png?width=375&height=323&name=leads_routing_caa.png) 2. Create rules that assign leads based on the tag(s) applied by the contact form. 3. Within a rule, you can assign agents, apply Action Plans, update lead sources, and more. ![lead\_routing\_contact\_form](https://help.sierrainteractive.com/hs-fs/hubfs/lead_routing_contact_form.png?width=533&height=365&name=lead_routing_contact_form.png) For full setup details, see [Configuring Lead Routing Rules for Your Team](https://help.sierrainteractive.com/helpcenter/configuring-lead-routing-rules-for-your-team?hsLang=en). [back to the top](https://help.sierrainteractive.com/helpcenter/adding-lead-tags-to-contact-forms-for-routing-and-segmentation#top) --- ### Best Practices - Use a unique tag for each contact form or community page so you can identify exactly where a lead came from. - Establish a tag naming convention, for example, *Form: Community Name* to keep your tag list organized as it grows. - Plan your Lead Routing Rules around your form tags before building forms, so every tagged submission has a clear destination. - Audit your form tags periodically to remove or consolidate tags tied to retired pages or forms. [back to the top](https://help.sierrainteractive.com/helpcenter/adding-lead-tags-to-contact-forms-for-routing-and-segmentation#top) --- ### Troubleshooting Common Issues - **You need to change the tags on an existing contact form.** Tags can't be edited on a saved form component. Delete the contact form component from the content page and add a new one with the updated tags. - **A tag was applied, but the lead wasn't routed.** Routing rules only trigger for *new* leads. If the submitter already exists in your CRM, the tag is added to their record but routing does not run. Also confirm that lead registration is enabled for that form type in **Global Site Settings**. [back to the top](https://help.sierrainteractive.com/helpcenter/adding-lead-tags-to-contact-forms-for-routing-and-segmentation#top) --- ### FAQs - **Can tags be applied to existing leads?** Yes. If an existing lead submits a tagged form, the tag is added to their record but Lead Routing Rules won't be triggered. - **Can I edit tags after applying them to a contact form?** No. Delete the contact form component and add a new one with the correct tags. - **What happens if the lead is already in the CRM?** They receive the new tag(s) for segmentation, but they won't be routed again. - **Do I need to create tags before adding them to a form?** Tags can be created under **Leads \> Lead Tags** at any point, but creating them ahead of time makes form setup faster. 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