How to Enroll Tag Mango Users on Paper Form Submission

Learn how to automate user enrollment in Tag Mango using Paper Form submissions with Pabbly Connect in this detailed tutorial. Streamline your workflow, save valuable time, and eliminate repetitive tasks through powerful automation capabilities.

Watch Step By Step Video Tutorial Below

Setting Up the Paper Form for Tag Mango Enrollment

In this section, we will focus on how to set up the Paper Form for Tag Mango user enrollment. The process begins by collecting potential client information through a Paper Form. Whenever a new form submission occurs, we want to automate the enrollment of this user into our Tag Mango account.

To start, you will need to fill out the Paper Form with dummy details. For instance, you can enter the following:

• First Name: Admin
• Last Name: Lead
• Email: [email protected]
• Mobile Number: 1234567890
• City: Bhopal

After entering these details, click on the ‘Register’ button. Upon successful submission, this user should be automatically enrolled in your Tag Mango account, demonstrating the integration between Paper Form and Pabbly Connect.

Configuring Pabbly Connect for Integration

Next, we will configure Pabbly Connect to facilitate the integration between Paper Form and Tag Mango. First, log into your Pabbly account and access the Pabbly Connect dashboard. Here, you will create a new workflow that will manage the automation process.

Select the folder where you want to save this workflow and name it ‘How to Enroll Tag Mango User on Paper Form Submission’. Now, you need to set up the trigger application, which is Paper Form. This is where the automation begins.

• Choose ‘New Submission’ as the trigger event.
• Connect your Paper Form account to Pabbly Connect.
• Test the connection to ensure it works correctly.

This configuration will ensure that every time a new form submission occurs, it triggers the workflow to enroll the user in Tag Mango.

Enrolling Users in Tag Mango

In this section, we will focus on how to enroll users into Tag Mango using the data collected from the Paper Form. After setting up the trigger, the next step is to configure the action application, which is Tag Mango. using Pabbly Connect

In the action section, select ‘Enroll User’ as the action event. You will need to connect your Tag Mango account to Pabbly Connect. Once connected, you will map the fields from the Paper Form to the corresponding fields in Tag Mango.

Map the First Name field from Paper Form to Tag Mango’s First Name. Map the Last Name field accordingly. Ensure the Email and Mobile Number fields are also mapped correctly.

Once mapping is completed, click on ‘Save’ to finalize the integration. This step ensures that every new submission from the Paper Form results in an automatic enrollment in Tag Mango.

Testing the Integration

Once the setup is complete, it is essential to test the integration to ensure everything works as intended. Start by filling out the Paper Form again with new dummy details. This will simulate a new user submission.

After submitting the form, return to your Pabbly Connect dashboard to check if the response has been recorded. You should see that the new user has been successfully enrolled in your Tag Mango account. If everything is set up correctly, you will receive a positive response indicating successful enrollment.

To verify, navigate to your Tag Mango account and check under the ‘Customers’ section to see if the new user appears there. This confirms that the integration between Paper Form and Pabbly Connect is functioning correctly.

Conclusion

This tutorial demonstrated how to automate user enrollment in Tag Mango using Paper Form submissions through Pabbly Connect. By following these steps, you can streamline your user registration process effectively.