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Automating tag assignment from Tally submissions to Systeme.io contacts


Hey there,

I want to make an automation from new submissions from forms on Tally to adding a new contact with a tag on Systeme.io

The form is a personnality quiz and gives different results depending on the answers. Different results I would like to translate to different tags into Systeme.io

So here is the tag field with the result from the quiz :

 

Tag “Optimist” is created in Systeme.io, but the test fails, and says that the tag “Optimist” is not created. So I don’t understand. Am I missing something? Thanks a lot! 

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8 replies

Troy Tessalone
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Hi ​@PaulineHappyGifted 

Help link about mapping variables to dropdown field and the expected value to use: https://help.zapier.com/hc/en-us/articles/8496241696141-Add-custom-values-to-dropdown-menu-fields-in-Zaps

 

You may need to use a lookup table to translate the values from Tally to system.io.

Resources:

 

 


Hi ​@Troy Tessalone thanks for your message. The field is already set on “custom” if I understand correctly what you’re saying.  But perhaps I don’t get it... Could you please explain more if so? Thanks a lot!

 

 


Troy Tessalone
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@PaulineHappyGifted 

Change the field back to “Static”.

Open the dropdown options for the field.

For each option, there are 2 values (top/bottom).

The field expects the bottom value for an option.

So if you are trying to map a dynamic variable via the “Custom” option, the variable value needs to be an expected dropdown option value.

This is outlined in the previously provided help article: https://help.zapier.com/hc/en-us/articles/8496241696141-Add-custom-values-to-dropdown-menu-fields-in-Zaps

e.g. Using the screenshot below, if you wanted to set “Jimi Hendrix”, then the field expects a value of: 6

 


Thanks ​@Troy Tessalone I made it!

I happen to have the same problem with the “email field”, but no way to have the dropdown option here. It says the email is not valide. Do you know why please?

 


Troy Tessalone
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@PaulineHappyGifted 

Make sure to test with a valid email address value.

Screenshot looks to be a junk email address even though it is a valid format for email address.

So the app is likely detecting the email address value as invalid, aka not deliverable.

 


@Troy Tessalone thanks for your help!! 😀


@Troy Tessalone so sorry to bother you again with this but I’m having trouble with the tag system again. My form has 3 different possible results, so I created those in systeme.io and I want the automation to recognize the result and give the right tag to my contact at the end. Is there a way to add several tags? I tried space, coma, /, but Zapier doesn’t recognize them… or is there a way to do that somewhere else? Thanks a lot!

 

 


Troy Tessalone
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  • Zapier Expert
  • 30682 replies
  • February 7, 2025

@PaulineHappyGifted 

Looks like the Tag field only supports a single value.

So you would have to add logic to repeat that step N times, once for each Tag to apply.