Okay, so I have it about halfway working, and I’m not sure what I’m doing wrong. I think at this point the issue is pretty much on the ActiveCampaign side. Here’s what I did (I’m working with just one question right now, so as not to complicate things while I work out the bugs.):
- Created a field in AC that duplicates the question in GF. (Answer choices are copied verbatim.)
- Created an automation in AC. (I’ll get into more detail in a moment, because that’s where I think my glitch is.)
- Set the AC plugin in GF to match the custom AC field to the GF field.
Now, here’s what I’m running into. I’ve tried setting up the automation two different ways, and neither is working quite right. The first thing I tried is setting it to trigger when any form is submitted and the answer to question A is B – then it should add C tag. Gravity Forms is sending the data over; I know this because the newly-created contact now has that custom field’s answer entered in her information. However, it isn’t applying the automation. I can only assume it isn’t reading that as a “form submission.”
So I tried setting up an automation to trigger any time that custom field is changed – contact added or updated – to answer B, then it should add C tag. But for some reason, this does not seem to run when the answer is first entered in the field. So the tag is not being created when the form is first submitted. If I manually change the content of the form field, this automation runs, but it doesn’t do it when the information is first entered.
What am I missing?