Your software
My Mautic version is: 4.3.1
My PHP version is:
My Database type and version is: Mysql
Your problem
My problem is: I have a form with a checkbox group, i want to run a campaign and assign users to a specific segment based on the checkbox checked.
Not a problem if i add the user right after they send the form
but i need to wait a ‘confirmation email’ with a link to a page to confirm the user subscription.
In this case, form field value are not valid of course.
What solution can I adopt?
Do I need to create a custom field and save the values of those checkboxes?
What type of field should I use?
In creating that form and the check boxes you would have had to create a custom field for the check boxes right? Option A,B,C or D. Therefore when the form is filled out those values are saved and can be acted on at any stage.
Complete the DOI process and create a segment filter using the check box values but include in the filter they must have a successful DOI. That could be a tag or a segment membership based on your DOI technique. Eg has DOI tag and custom check box field = option A
This route means you are using segment filters to file your contacts into segments based on the check box value and not having to use a campaign to do it, but it will only segment them if they have completed DOI.
i get my leads from a campaign form
then i add 5 points, put the contact in a segment
and try to check the value of the checkbox with a conditional
before to add a proper tag to the contact.
Your orginal post was asking how to do DOI and then segment someone based on a supplied value via a form? I think my suggestion will work fine.
In your next post you ask what if you add another list? Do you mean if you import anew list of contacts? I assume this would be a clean opted in list so import then and tage or assign them to the correct segment.
Yor also ask if someone unsubscribes? If they unsub they will stay tagged or in a segment but they will be marked as unsub so no emails will be sent to them. U can run a filter or a campaign action to remove unsubs from segments if you like.
I am not able to follow your campaign structure due the language. I think you are checking for a tag but the tag check is failing even if it is present?
Are u on a recent mautic version? The campaign would check for the tag immediately when the cron runs. Maybe there has not been enough time for the tag to be applied before the campaign checks? Consider adding a time delay before checking for the tag.
source: campaign form
step 1: add 5 points ok
step 1b: add user to a segment ok (privacy consent)
step 1c: conditional assign the contact to TAGs doesn’t works
step 1d: check if the selected language in the form is italian or English ok
step 1e: send a optin email in the proper language ok
step 2: user click on the confirm button
step 2b: send a greetings email
step 2c: look for tags and move contact to a proper segment according to the tag (not working because not work on 1c)
step 3: remove user from campaign after one hour
1c take the form data and
if the checkbox ‘firtsoption’ of the field newsletter Is checked, ‘first option’ tag is added
and I have 2 or more value that can be checked at the same time
So I think what is happening is because you are using the same campaign form to enter the campaign, add the tag and check for the tag, it’s all happening too fast so when the check for the tag is done, the tag has not been applied yet. Add in a delay for before checkin for the tag, or use a stand alone form that pushes into a segment and adds the tag, and then use the segment to start the campaign. U could include the DOI tag check as well before starting the campaign.
But I am still confused as to whether your issue is with assigning tags or checking for tags. Looking at your flow and screen grabs it seems the assigning of tags based on the form field is where your issue is?
Can you share the event history of someone who has been through this process? I suspect something else maybe be removing the tag as it is assigned. Also try checking contact field value rather than form value to see if that helps.
What i see from the contact logs is that the campaign stops at the conditional check for the tags (the values from the checkboxes), trying to create a stand alone form don’t permit conditional tags (or i’m wrong?) I need to assign tags based on the selected checkbox
02 reminder per la conferma all'iscrizione della newsletter Email read Today, 9:24 am
01 Conferma iscrizione alla newsletter Email read Today, 9:24 am
Reminder iscrizione / Iscrizione alla newsletter Soundmit Campaign action triggered Yesterday, 5:20 pm
02 reminder per la conferma all'iscrizione della newsletter Email sent Yesterday, 5:20 pm
Apertura email in italiano / Iscrizione alla newsletter Soundmit Campaign action triggered Yesterday, 5:20 pm
2: Iscrizione alla newsletter Soundmit / 5 Point gained June 10, 2022 5:20 pm
Aggiungo alla lista pending optin / Iscrizione alla newsletter Soundmit Campaign action triggered June 10, 2022 5:20 pm
Accettazione dei termini e delle policy / Iscrizione alla newsletter Soundmit Campaign action triggered June 10, 2022 5:20 pm
Add 5 points / Iscrizione alla newsletter Soundmit Campaign action triggered June 10, 2022 5:20 pm
temp TAG Soundmit newsletter / Iscrizione alla newsletter Soundmit Campaign action triggered June 10, 2022 5:20 pm
temp TAG Soundmit revolution / Iscrizione alla newsletter Soundmit Campaign action triggered June 10, 2022 5:20 pm
Contact added to segment, Pending OPT-IN Soundmit Segment membership change June 10, 2022 5:20 pm
Contact added to segment, Accettazione dei termini e delle policy Segment membership change June 10, 2022 5:20 pm
Honeypot / Iscrizione alla newsletter Soundmit Campaign action triggered June 10, 2022 5:20 pm
Lingua Inglese / Iscrizione alla newsletter Soundmit Campaign action triggered June 10, 2022 5:20 pm
Lingua Italiana / Iscrizione alla newsletter Soundmit Campaign action triggered June 10, 2022 5:20 pm
invia opt-in Italiano / Iscrizione alla newsletter Soundmit Campaign action triggered June 10, 2022 5:20 pm
01 Conferma iscrizione alla newsletter Email sent June 10, 2022 5:20 pm
Contact added to campaign, Iscrizione alla newsletter Soundmit Campaign membership change June 10, 2022 5:05 pm
Soundmit newsletter 2022 Event/Revolution Form submitted June 10, 2022 5:05 pm
UTM tags recorded UTM tags recorded June 10, 2022 5:05 pm
Contact was identified by Soundmit newsletter 2022 Event/Revolution Contact identified by source June 10, 2022 5:05 pm
Contact identified Contact identified June 10, 2022 5:05 pm
Contact created Contact created June 10, 2022 5:05 pm
i try later today. But, I don’t understand a thing. If the contact sends the FORM, why are the tags not associated immediately when the campaign starts (maybe after 10 minutes)? It should be immediate? Changing segment based on tags, happen only after contact confirm his subscription but In the same campaing but in another time. Tags are immediate
