Similar to categorizing your current contacts, you can also add a tag to patients who complete a form! Maybe, you have a booth at a pop-up event and are offering a limited-time deal for patients who complete a sign-up form.... why not trigger a tag to assign to these patients specifically? This will not only help with being able to filter through your contacts easier but also, allow you to set up a bulk message or campaign without too much manual work.
How to Setup a Form to Apply a Tag when completed:
Go to the FORMS Tab > SHOW FORMS page.
2. Next, click on the Form you would like to apply a tag upon completion!
3. Scroll down to the Submission Settings section. Flip the switch next to Apply Tag.
4. Then select the campaign you wish to START upon form completion.
5. Scroll to the bottom of the page and click SAVE.