Segment leads by mapping tags to custom contact properties

Keep your contacts organized to build better relationships. You can use tagging rules to group your respondents based on how they answered your form. Tag your leads as high, low, or somewhere in between and map those tags to custom contact properties. Once everything is mapped, you can use those properties to segment your contacts into targeted lists.

In this article, we’ll show you how to map tags to a custom contact property and how to use that setup to create dynamic, organized contact lists that make segmenting a breeze.

Create a custom contact property

Email, Name, Subscription status, and Notes are the default contact properties. You can create custom contact properties to fit your use case. In the example below, we’ll create a custom contact property named Lead Status to map our tag to.

1. From your workspace, click Contacts.

2. Click Actions, then select + Add property.

3. Scroll down the menu and click + Add custom property.

4. Enter the name for your property and select Text for the Property type. We’ll enter the name Lead Status for our custom property. Click Save when you’re done.

Add any other contact properties you would like to use. Check out our Create and manage your contact properties article for more information.

Create your form

Create your form and make sure to include the following questions:

Email question - an email address is required to create or update a contact
Subscription status question - we recommend using the Yes/No question type to ask respondents for their consent to receiving emails from you.
Name - we recommend using the Contact Info or the Short Text question type to ask for respondents’ names.
If you’re creating a lead gen form, include any questions that will help determine your lead quality.

In the example below, we’ve created a simple lead gen form with a question asking about their budget. We’ll use this question to determine our lead quality.

Save time by creating your form with Typeform AI.

Tag your respondents

You can assign tags to respondents based on how they answer your questions, allowing you to segment your leads. Use Tag groups to help organize these tags by category.

1. Within your form, click Workflow and then click the tag icon in the tool bar.

2. Lead quality is the default tag group and is what we’ll use in our example.

If you want to create a different tag group, click the 3 dots next to Lead quality to rename it. Or click the + button to create additional tag groups.

3. Set your tagging rules.

We’ll tag a respondent as High when someone answers our budget question with Above $2,000. All other cases will be tagged as Low.

4. Click Save when you’re done.

More detailed instructions on how to create tagging rules can be found here.

Map form responses to contact properties

Next, map your form responses to contact properties. Each time someone submits your form, Typeform will create a new contact or update an existing one in your contacts database using the information you map, such as the tag assigned to that respondent.

1. From the Workflow panel, click the settings button under Contacts.

2. In the left dropdown, select the form question you want to map. In the right dropdown, select the contact property you want to map it to. To add more mappings, click + Map to property.

Mapping to the Email and Subscription status contact properties is required.

Your tag group name will appear as a variable in the dropdown. For example, if your tag group name is Lead quality, you’ll see tagleadquality. Map your tag group name to your custom contact property.

In our example below, we mapped tagleadquality to the custom contact property Lead Status.

3. Click Update when you’re done with your mappings.

4. Next, select the default subscription status if a respondent skips the subscription status question. Then click Update.

5. Toggle on Update contacts if you want to update previously created contacts with new property mappings. Then click Save.

More information on mapping form responses to contact properties can be found here.

6. When you’re ready to make your form live, click the Share/Publish edits button.

Now, when respondents submit your form, they’ll be tagged and that tag will appear in the custom contact property in your contacts database.

View tags in your contacts database

To view your contacts, click the Contacts tab from your workspace.

In the contacts database, you’ll see the tags you mapped to the custom contact property. In our example, we mapped our tags to the custom contact property Lead Status.

Contacts management and automation resources

Below you’ll find some resources to help you organize your contacts and set up automations: