Gravity Forms Account Tags Add On

Account Tags provide an extremely flexible way to organize and segment member accounts. For example, you could create the tag Swim Team to identify any families with children participating on swim team regardless of their account type (bonded member, summer only member, etc.). Account tags can also be synced to MailChimp so you could send an email to just swim team families.

The Gravity Forms Account Tags addon connects form entries to Member Splash account tags allowing you to add and/or remove account tags when a form is successfully submitted. Using the example above, you could create a swim team registration form that automatically adds the tag Swim Team to an account when a registration is submitted.

Form editors can find the add-on by navigating to a specific form's settings and choosing the Account Tags Add-On.

Note:  At present, Setting account tags from your Waitlist or New Membership Application form is not available.  Account Tags can only be added/collected to forms that current members access (i.e. Swim Team form). Because the Waitlist collects data before an account is created, Account Tags can not be used on these forms. 

Using Account Tags

You can find detailed instructions for using account tags here: https://support.membersplash.com/support/solutions/articles/36000177527-account-tags

In brief, Account tags can be created, edited or deleted by clicking on the Settings button from the Membership -> Accounts screen on the main Member Splash dashboard.

On the Settings screen click Manage Account Tags to view any existing tags and create, edit or delete tags.

Linking Forms & Tags

Gravity Forms uses Feeds to set up actions that can take place when a form is submitted. The Authorize.net feed, for example, allows you to connect a form that collects payment information with your Authorize.net account to actually process the payment. To add / remove account tags based on form entries first navigate to the Form you wish to connect by clicking on the Forms link in the lefthand navigation panel of the admin dashboard.

Hover over the form you wish to modify and then over Settings and choose Account Tags.

From there you will see any existing Account Tag feeds or a notice that you haven't configured any yet with a link to create one. Click on that link and fill out the settings. The Feed Name can be anything you like -- it's strictly for your own reference.

The Account Tags to Add and Account Tags to Delete fields present checkboxes for each Account Tag you have defined. Simply select the ones to add and/or remove when the form is submitted.

There is also an Acct # field. This must be linked to an Account ID field on the form. This is what allows the form to be connected to the account of the member submitting. If you have a form that is accessible to non-members they can still submit but it obviously won't have an account to link to.

To add an Account ID field edit the form and select the Acct ID field under the Member Splash Fields section on the right hand side.

That will add a field like the one shown below to your form. By default it isn't displayed on the front end when filling out the form and the value is automatically populated with the account number of the logged in member.

Once you have configured the feed click on the Update Settings button to save your feed settings and you're done.