How can I assign a tag [automatically] for website visitors who enter email in a form? Specifically Shopify Forms but I would like to do this is an 3rd party pop up form app too
Topic summary
Main issue: Automatically add a customer tag when a visitor submits their email via Shopify Forms, and ideally via third‑party popup form apps as well.
Latest guidance (Shopify Forms): Set up an automation that uses “Metaobject entry created” as the trigger and select the specific form. This provides a way to apply a tag based on submissions. (Metaobject = a structured data object in Shopify; trigger = the event that starts an automation.)
Third‑party popup forms: No confirmed method provided. The recommendation is to contact the app’s developer to see if their app exposes an event or integration to support auto‑tagging.
Outcome/status: Partial solution identified for Shopify Forms; approach for third‑party apps remains unresolved and depends on the app’s capabilities. No final decision beyond advising to ask the app owner for 3p support.
For Shopify Forms - you can use Metaobject entry created as the trigger and choose the form.
Not sure about 3p forms - you need to ask the app owner