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How to Auto-Apply Contact Form Tags to New and Existing Leads

Automatically apply lead tags when site visitors fill out contact forms on content pages.

 

Why This Feature Matters

 

 

Using contact form tags allows you to:

 

  • Route new leads to agents based on form context or location

  • Track the origin of contact requests

  • Apply lead routing rules that align with your team’s specialties

  • Automatically tag existing leads for better segmentation and follow-up

 

 

 

Step-by-Step Instructions

 

 

 

1. Enable Lead Registration on Contact Forms

 

 

  • Click the gear icon > Global Site Settings

  • Scroll to the Lead Distribution section

  • Check the box next to each contact form type you want to trigger lead registration

  • Click Submit to save your settings

 

 

 

2. Create or Edit a Content Page

 

 

  • Go to Content > Content Pages

  • Choose to Add New Page or Edit an existing page

 

 

 

3. Add a Contact Form Component

 

 

  • Click Add New Page Component

  • Choose New Contact Form in the overlay

 

 

 

4. Select Form Type & Add Tag(s)

 

 

  • Pick the form type (e.g., Basic Contact Form - Buyer Focused)

  • Click Add Lead Tag

 

 

 

5. Add Tags to Your Admin (if not already added)

 

 

  • Go to Leads > Lead Tags

  • Click Add New Tag if needed

 

 

 

6. Select and Apply Tags

 

 

  • Search and select the appropriate tag(s)

  • Click Apply, then Submit to confirm

 

 

 

7. Confirm Settings and Save

 

 

  • Review the notification email address and applied tag(s)

  • Click Save to finalize the contact form component

 

 

 

8. Set Up Lead Routing Rules

 

 

  • Go to Lead Routing

  • Create rules that assign leads based on the tag(s) applied to the contact form

  • You can assign agents, apply action plans, update lead sources, and more

  • Learn more about Lead Routing

 

 

 

 

Best Practices

 

 

  • Use unique tags for each type of contact form or community page

  • Plan lead routing logic around your tags for seamless agent distribution

  • Create a naming convention for tags like “Form: Community Name” to stay organized

 

 

 

Troubleshooting Common Issues

 

 

Issue: Need to change tags on a contact form

Fix: Delete the contact form component from the content page and add a new one with updated tags

 

Issue: Tag applied but lead was not routed

Fix: Only new leads are routed based on these tags; existing leads will receive the tag but won’t be routed

 

 

FAQs

 

 

Can tags be applied to existing leads?

Yes, if an existing lead fills out the form, the tag will be added to their record (but routing rules won’t be triggered).

 

Can I edit tags after applying them to a contact form?

No, you must delete the component and add a new contact form with the correct tags.

 

What happens if the lead is already in the CRM?

They won’t be routed again but will receive the new tag(s) for segmentation.