How to add a tag to new Jotform respondents as subscribers in ConvertKit

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To setup this playbook, click "Add trigger" and then select "Form submission received" under Jotform. Then, select the form. This will allow your playbook to automatically detect the newly submitted form in Jotform and initiate necessary actions.

If this is your first time using a Jotform integration in Relay.app, a prompt will guide you through the connection process.

Integrate the ConvertKit automation into your playbook to ensure the prompt addition of a new tag to subscriber for each submission received to a specific form in Jotform.

Click the "Add step" button, then locate the "Add tag to subscriber" automation for ConvertKit and input the mandatory and relevant details.

If your ConvertKit account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your ConvertKit account.

Activating your playbook is the final step to automate the addition of a new tag to subscriber in ConvertKit. Once turned on, it will respond to each new submission received to a specific form in Jotform by automatically adding a tag to subscriber in ConvertKit without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.