How it works

Follow these 4 simple steps to start tagging customers in Mantle when they submit Tally forms

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Form Submitted
This trigger captures form response data the moment someone submits your Tally form, providing the customer information needed to find and tag the right person in Mantle.
When someone completes and submits your Tally form, this step automatically captures all their responses including email address, answers, and submission timestamp. You'll need to connect your specific Tally form by selecting it from the dropdown menu in the trigger configuration. The form data gets passed to the next step to search for matching customers in your Mantle database. All form fields become available as variables for use in later workflow steps.
Time to complete: 1 minute

Get List of Customers
This step searches your Mantle customer database to find the person who submitted the form, ensuring you tag the correct customer account rather than creating duplicates or errors.
This step queries your Mantle customer database using the email address from the Tally form submission to locate the matching customer record. The search is configured to return only one customer result to keep the data clean and focused. You'll need to map the email field from your Tally form to the search query parameter. If a matching customer is found, their complete profile data gets passed to the filter step for validation before tagging.
Time to complete: Auto-configured (0 minutes)

Filter
This validation step prevents the workflow from trying to tag customers who don't exist in your Mantle database, avoiding errors and ensuring the tagging action only runs when appropriate.
The filter checks whether the customer search returned a valid result by verifying the email field is not empty in the customer data. If no matching customer is found, the workflow stops here rather than attempting to add tags to a non-existent record. When a customer match is confirmed, the filter allows the workflow to proceed to the final tagging step. This prevents failed API calls and keeps your automation running smoothly.
Time to complete: Auto-configured (0 minutes)
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Add Customer Tags
This action applies the actual tags to the customer's Mantle profile, completing the automation by organizing your customers based on their form responses.
This step adds specified tags to the customer record that was found in the search step. You'll configure which tags to apply by entering them in the tags field - these can be static tags like "Newsletter Subscriber" or dynamic tags based on the form responses. The customer ID from the search step automatically populates the target for tagging. Tags help you segment customers for targeted marketing, personalized experiences, or customer service workflows.
Time to complete: 1 minute

Make it your own

Customize this workflow even further:

Set conditional tags based on responses
Apply different tags depending on form answers, such as tagging customers as "Premium Interest" if they select high-value options or "Support Priority" for urgent requests.
Chain customer updates across platforms
Extend the workflow to update customer records in multiple systems like email marketing tools, CRM platforms, or support systems when forms are submitted.
Store form data in custom tables
Save detailed form responses in MESA tables for reporting and analysis, creating a comprehensive database of customer feedback and preferences.
Deploy AI to analyze responses
Let AI agents evaluate form submissions and automatically assign priority levels, sentiment scores, or next-best-action recommendations based on customer responses.

Frequently asked questions

What happens if the same customer submits the form multiple times?
The workflow will find and tag the same customer record each time, so duplicate tags won't be created - Mantle typically prevents duplicate tags on the same customer. However, you might want to add a filter to check existing tags first if you need different behavior for repeat submissions.
Can I tag customers based on specific form answers rather than just submission?
Yes, you can customize the "Add Customer Tags" step to use dynamic tags based on form responses. For example, if someone selects "Enterprise" in a plan field, you could tag them with that specific value rather than a generic "Form Submitted" tag.
Will this work if the customer email in the form doesn't match exactly with Mantle?
No, the search requires an exact email match to find the customer record. If emails don't match due to different formatting, casing, or typos, the filter will stop the workflow. Consider adding a data transformation step to normalize email formats before the search.
What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Are templates free?
Yes! Our entire library containing hundreds of templates are free to use and customize to your exact needs.

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