Adding Lead Tags to Contact Forms for Routing and Segmentation

Table of Contents

1. Why This Feature Matters
2. Before You Begin
3. How Contact Form Tags Work
4. Step-by-Step Instructions
5. Best Practices
6. Troubleshooting Common Issues
7. FAQs

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

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
• 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.

back to the 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

Step-by-Step Instructions

1. Enable Lead Registration on Contact Forms

1. Click the gear icon > Global Site Settings.
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.

2. Add a Contact Form to a Content Page

1. Go to Content > Content Pages.
   
   
2. Click Add New Page, or click Edit on an existing page.
3. Click Add New Page Component.
4. Select New Contact Form in the overlay.
   

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.
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.
   
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.
   

For full setup details, see Configuring Lead Routing Rules for Your Team.

back to the 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

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

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. 

back to the top