How to Enroll Tag Mango Users on Paper Form Submission Using Pabbly Connect

Learn how to automate the enrollment of Tag Mango users through paper form submissions using Pabbly Connect in this detailed step-by-step tutorial. Streamline your workflow, save valuable time, and eliminate repetitive tasks through powerful automation capabilities.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To start automating the enrollment of users in Tag Mango, you need to set up Pabbly Connect. This platform allows you to create workflows that connect different applications without coding. Begin by signing into your Pabbly account and accessing the Pabbly Connect dashboard.

Once you are logged in, select the option to create a new workflow. You will need to name your workflow appropriately, such as ‘Enroll Tag Mango User on Paper Form Submission.’ This will help you keep track of your automation processes.

2. Creating the Trigger for Paper Form Submission

The next step involves creating a trigger in Pabbly Connect that will start the workflow when a new paper form submission is received. Select the application ‘Paper Form’ as the trigger app.

• Choose ‘New Submission’ as the trigger event.
• Connect your Paper Form account by providing the necessary credentials.
• Copy the webhook URL provided by Pabbly Connect.

After setting up the trigger, go to your Paper Form account. Locate the form you want to connect and navigate to the integrations section. Here, you will add the webhook URL from Pabbly Connect to enable the connection.

3. Configuring User Enrollment in Tag Mango

After successfully setting up the trigger, the next step is to configure the action in Pabbly Connect to enroll users in Tag Mango. Select ‘Tag Mango’ as the action application.

Choose the action event as ‘Enroll User.’ You will need to connect your Tag Mango account by providing the API key. This key can be found in your Tag Mango account settings under the API section.

• Map the fields from the Paper Form submission to the corresponding fields in Tag Mango.
• Ensure to include essential details such as first name, last name, email address, and phone number.

Once you have mapped all the necessary fields, save your settings. This ensures that every time a paper form is submitted, the user will be automatically enrolled in Tag Mango.

4. Testing the Integration

With the integration set up, it is crucial to test it to ensure everything works as expected. Go back to the Paper Form and fill out a test submission with dummy data. This will help you verify if the automation triggers correctly.

After submitting the form, return to Pabbly Connect and check the workflow to see if it captured the response. If successful, you should see the details of the test submission reflected in the workflow.

If the test works, you can proceed to check your Tag Mango account to confirm that the user has been enrolled successfully. This step is essential to ensure that your automation is functioning properly.

5. Final Steps and Conclusion

After testing and confirming that the integration works, you are now ready to use this automation effectively. Every new submission to your Paper Form will automatically enroll users in your Tag Mango account without any manual intervention.

Utilizing Pabbly Connect for this automation not only saves time but also ensures that your client data is handled efficiently. You can now focus on other important aspects of your business while your automation takes care of user enrollments seamlessly.

In conclusion, by following these steps, you can effortlessly enroll Tag Mango users on paper form submission using Pabbly Connect. This integration enhances your workflow and improves your business efficiency.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.