How to Add a Member Group to a Contact who Fills Out a Form

Location: Marketing Automation/Forms & Surveys -> View or Edit Mode of a Form/Rules Section

Overview: How to add a member group to a contact who has fills out a form.

Often adding a category to a contact who fills out a form is sufficient enough to assign a simple label to the contact. (See previous module on how to add a category to a contact.)

However, if you need to add additional permissions to a contact record, such as the ability to offer member discounts, or sign-in permission to a private member group page, then assigning a member group to a contact who fills out a form may be the way to go.

Adding a member group to a contact who fills out a form is covered in this video.