Tag contacts by the guide they asked for
Each gated download creates a Constant Contact contact tagged with the asset requested, so nurture emails match the interest.
New submission on your gated content / download form
Create the contact in Constant Contact and apply a tag identifying which lead magnet they requested
One-directional. A submission triggers the action — nothing is written back into your form.
A pricing guide request and a technical checklist request are not the same lead, and a nurture sequence that treats them alike wastes both. Tagging the contact with the asset name at the moment of the request keeps that signal on the record instead of losing it in a spreadsheet.
Demand generation and content marketers set this up once per asset and leave it running. The guide itself is delivered by your Constant Contact welcome email or a link on the thank-you page; the form's job is to capture who asked and what they are trying to solve.
Setting it up
- 1
Create one tag per asset in Constant Contact before you start — "Pricing Guide", "Buyer Checklist" — because the action can only apply tags that already exist.
- 2
Publish the lead generation form in formformform on the gated page, with Work Email required and the download link waiting on the confirmation page.
- 3
In Zapier, set the trigger to formformform "New Submission" and select this download form; where several assets each have their own form, build one Zap per form.
- 4
Add Constant Contact "Create or Update Contact" and choose the list your nurture campaign sends from.
- 5
Map Work Email as the contact address and Full Name as the contact name, then send Company Name and Job Title into custom fields for sales to read later.
- 6
Hard-code the asset tag on the action when one form gates one asset; where a single form offers several, branch on the interest question with Zapier paths instead.
- 7
Request the guide yourself through the live form, check the tag on the new contact in Constant Contact, then enable the Zap.
What maps where
Using the Lead Generation Form as the starting point. These are its real fields — swap in your own and the mapping works the same way.
| Form field | Constant Contact |
|---|---|
| Full Name | Contact name in Constant Contact |
| Work Email | Contact email address, and the field Constant Contact deduplicates on |
| Company Name | Custom contact field, used to spot named accounts |
| Job Title | Custom contact field, for separating practitioners from buyers |
| What are you most interested in? (check all that apply) | Interest tags on the contact, sitting alongside the asset tag |
Variations worth knowing
There is no scoring engine in formformform, so let the tags carry the weight. Apply a second tag when the problem question comes back filled in at length, and treat contacts holding both tags as the warmer half of the list.
Add a Zapier filter that stops the Zap when Work Email matches your own domain or a known partner domain. Internal downloads and competitor checks then never reach the campaign, and your engagement figures stay honest.
If something isn't arriving
The field validates that the entry looks like an email, not that the domain is corporate. Add a Zapier filter that blocks common consumer domains before the Constant Contact step, or let them through and tag them separately.
Tags and lists are separate things in Constant Contact, and a tag alone puts nobody into a send. Set the list on the Create or Update Contact action as well, or the contact sits outside every campaign you run.
Frequently asked questions
Can the form deliver the guide itself?
Not as an outbound attachment. The file field in formformform runs the other way — respondents attach files to a submission, up to 2 MB each — so it collects a brief or a spec rather than sending a guide out. Delivery stays a link: on the confirmation page, or in the Constant Contact welcome email the new contact triggers. The form's part is capturing the request.
How do I tell which guide someone asked for six months later?
The tag stays on the Constant Contact record, and the full submission stays in formformform with a timestamp. Between the two you can see what they requested and everything else they answered on the day they asked.
Does the same person downloading twice break anything?
No. Create or Update matches on the email address, so the second request updates the existing contact and adds the new asset tag next to the first. You end up with one record carrying two stated interests.
Related automations
- Add buyers to a customers list after each order
Each order form submission adds the buyer to a Customers list in Constant Contact for updates and repeat-purchase emails.
- Add newsletter signups to your main email list
Every newsletter signup lands in Constant Contact on your main list, with the topics they picked carried across as tags.
- Move survey respondents to a follow-up list
A satisfaction survey reply updates the contact in Constant Contact and moves them to a follow-up list with a score tag.
- Put event registrants on a dedicated event list
Registrants land on their own Constant Contact list with an event tag, so reminders and follow-ups go only to people who booked.
- Segment webinar sign-ups by the session they picked
Webinar registrants join a webinar list in Constant Contact, tagged by the session topic they chose, ready for matched follow-up.
- Add newsletter signups as tagged Kit subscribers
A signup on your site lands in the Kit form you chose, carrying a newsletter tag and the topics the reader picked.
Build the form first
The automation needs somewhere to fire from. Publish a form, connect it once, and every submission from then on runs this flow.
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