When someone submits a form, Alvéya can instantly add a tag to their contact record. This tag is a simple label — but it is one of the most useful tools you have for staying organised and delivering the right experience to the right person.

A tag added at the point of form submission tells you:

💡 Tags are cumulative. A contact can have as many tags as they need, so as they take different actions over time, their record builds up a clear picture of their journey with you.

How you set this up depends on what needs to happen after the form is submitted. There are two common approaches.

Sometimes all you need to do is record that the form was submitted. There is no follow-up automation needed — just a clean tag on the contact so you can filter, segment, or find them later.

A good example of this is a newsletter sign-up form on your website. When someone submits it, you add the tag "Website sign-up" and that is the entire automation. Alvéya handles adding them to your list, and the tag simply records how they joined.

💡 Stand-alone tags are perfect for low-stakes or purely informational forms where you are not triggering an email sequence — for example, a waitlist, a contact enquiry form, or a booking confirmation where the calendar tool is already handling the follow-up.

More often, the form submission is just the beginning. The tag you apply is what kicks off an automated workflow — a sequence of emails, delays, or other actions that follow the contact through a specific journey.

Common examples include:

In each case, the workflow is set up to run "when a tag is added" — and the form is what adds that tag. The form itself does not directly connect to the emails; the tag is the bridge between the two.

⚠️ If you are using this method, make sure the tag name on the form matches exactly the tag name your workflow is listening for. Even a small difference in spacing or capitalisation will mean the workflow does not fire.

Go to Sites in the left-hand menu, then select Funnels & Websites or Forms depending on where your form lives. Open the form you want to update and click to edit it.

Once inside the form editor, look for the Settings or Options panel. This is usually accessible from a gear icon or a tab at the top of the editor. You are looking for a section called Notifications, On Submit Actions, or similar — the label may vary slightly depending on your form type.

Inside the submission settings, locate the option to add a tag. Click to add a new action and select Add Tag from the list. Type in the tag name exactly as you want it to appear on the contact record.

💡 Keep your tag names consistent and descriptive. A format like "Source: Newsletter" or "Event: Webinar June 2025" makes it much easier to filter and search your contacts later.

Save your form settings. Then do a test submission using a real or test contact to confirm the tag is being applied correctly. Check the contact record directly to verify the tag appears.

⚠️ Always test with a real submission rather than assuming it worked. If the tag is not appearing, double-check that your form was published or saved after making the change.

Once your tag is set up on the form, head to Automations and open the workflow you want to connect it to (or create a new one).

Set the workflow trigger to:

From there, build out the rest of your workflow — confirmation emails, delays, follow-up messages, or any other actions that should follow the form submission. The workflow will fire automatically every time that tag is added to a contact, including from your form.

💡 You can use the same tag in multiple workflows if needed. For example, adding the tag "Webinar: July Registered" could trigger both a confirmation email workflow and add the contact to a specific pipeline stage simultaneously.

You now have a reliable, automatic way to organise your contacts from the moment they raise their hand.

If you get stuck at any point, reach out via live chat or submit a support request and we will guide you through.