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How to add Tags in Booking App and link to Mailingboss 5.0 List

STEP 1

  1. In Mailingboss 5.0 Click on either “Create a new record” or “Create List”

STEP 2

  1. Give the list a name
  2. Choose Single Optin because it is a booking and no confirmation is required
  3. Give the list a description
  4. If you want contact numbers, you can enable it here
  5. Click “Save”

STEP 3

  1. Make sure you choose a verified email address by using the drop down arrow
  2. Write the Subject of the list
  3. Add the reply to email address. It can be any email

STEP 4

Go to Forms

  1. Drag the field “Single Text Field” under the “FNAME” field
  2. Write the name of the Field
  3. Make sure to enable “Hidden”
  4. Click “Update”

STEP 5

Go to the Booking App and create a new Calendar. You can have multiple Groups.

  1. Create all the Basic Settings as well as the Schedule, but make sure to create a clear identification between the groups. In this example, we have two Groups.
  2. Group 1 is called: Web Design Consultation

STEP 6

  1. Click to go to Group 2
  2. Group 2 is called: Chatbot Consultation
  3. Click “Save”

STEP 7

Complete filling in all the information and scroll to “Form & Redirects”.

  1. Click on Group 1
  2. Click on “Add New Field”

STEP 8

  1. Give the Title a name
  2. Make sure to choose “Hidden” in the drop-down area
  3. Add the value of what you want to see in Mailingboss here
  4. Make sure to use the exact field name that you have created in Mailingboss here

STEP 9

Choose Group 2 (if you have more groups)

  1. Give the Title a name
  2. Make sure to choose “Hidden” in the drop-down area
  3. Add the value of what you want to see in Mailingboss here
  4. Make sure to use the exact field name that you have created in Mailingboss here

STEP 10

Complete all the other fields and scroll to Automation

STEP 11

Keep scrolling until you see “Subscribe to a list”

  1. Choose the Group
  2. Make sure to tick “Subscribe to a list”
  3. In the drop-down, choose the list you have already created
  4. Click on “Add”

STEP 12

  1. You will note, after you have added the list, it will appear in a block like this with the words “Available Tags”

STEP 13

  1. Click on “Available Tags” and scroll to the bottom. Verify that the tag appears

STEP 14

  1. Click on “Save”

STEP 15

  1. After bookings are made in the Calendar, you will be able to verify the tag by going to the list in Mailingboss 5.0 and click on the drop-down-arrow

STEP 16

Choose “Subscribers”

STEP 17

Then, choose “Update”

STEP 18

  1. You will see the Mailingboss Tag: CONSULTATION
  2. You will see the Field Name: Website
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