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Author Topic: Apply tags to new contacts created via profile  (Read 2130 times)

jcm55

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Apply tags to new contacts created via profile
August 13, 2008, 11:43:09 am
Just opened CRM-3397 for this.  Donald suggested I post here about it as well.

I'd like to be able to add tag(s) to new contacts created via a profile.  This is very similar to the "Add new contacts to group" feature in the profile Advanced Settings.  Ideally the profile settings would present a list of all tags, and allow me to check the ones that I'd like applied to new contacts.

This is somewhat different than adding a "tags" field to the profile field set.  If you do that, then the *user* is presented with a list of all tags which they can select/unselect.  Don't want that.

Use case for this is to tag event participants as they register so we can easily see who attended which events later on.  Also to tag contacts who sign up for our mailing list via the standalone profile on our main web site.

Is there another easy way to this?  I was thinking the event use case could be accomplished using the "Batch Update via Profile" feature, but I think if I use that I will end up overwriting the currently selected tags for all participants, rather than adding an additional tag.

Dave Greenberg

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Re: Apply tags to new contacts created via profile
August 13, 2008, 03:44:56 pm
Quote from: jcm55 on August 13, 2008, 11:43:09 am
Use case for this is to tag event participants as they register so we can easily see who attended which events later on.  Also to tag contacts who sign up for our mailing list via the standalone profile on our main web site.

Is there another easy way to this?

For use case 1 (tag event participants so we can ...) : What would this give you that "Find Participants" by Event and Status and/or using the Events pane in advanced search doesn't give you ??

For use case 2 : You could use the "Add to Group" advanced setting for that profile - and then do follow-on searches combining "in that group" with other criteria via advanced search. Perhaps I'm missing some nuance here tho ???
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Discussion (deprecated) »
  • Feature Requests and Suggestions »
  • Usability Improvements (Moderator: Dave Greenberg) »
  • Apply tags to new contacts created via profile

This forum was archived on 2017-11-26.