The respondent joins the right list, their record is updated and a tag remembers what they chose. Your next campaign builds directly on their answers, with no export and no retyping.
Form answer
Contact record
| Create | A new contact, from the email address entered |
| Update | The fields of a known contact, without erasing what wasn’t filled in |
| Sort | Add the contact to the list of your choice |
| Tag | One tag for the form, and one tag per answer choice |
| Score | For a quiz: the score in a field, a “passed” or “failed” tag |
Link each question to one of your contact fields: email, name, company, phone or your custom fields. The list is chosen right below, in the same place, and a warning tells you if no list is selected.
When a known contact answers, their record is updated with what they just filled in. Questions left empty erase nothing: a date of birth or a company already known stays in place.
Questions left empty erase nothing
Apply a tag for the whole form and another for each answer choice. A segment “with the tag Training” immediately gives you the right people for your next campaign.
Create a survey →Illustrative example
Your next form can fill your lists by itself.
Try it for 30 daysEach question to a contact field, starting with the email.
Right under the field, and turn on updating of existing contacts.
One for the form, one per answer choice if needed.
Newsletter sign-up
The new subscriber joins the list, with their interests as tags.
Event
Registrants form a list ready for reminders and follow-up.
Contact details update
Your members correct their own record, without losing the rest.
Training
The quiz score and the “passed” tag follow each participant.
Create your account, try Mailpro for 30 days and connect your first form to your contacts. Your data stays hosted in Switzerland.