Automation- Title- video
Order Form Submission
You will need to establish a workflow trigger and action to PUBLISH workflows. Without both, you can only save the workflow, not publish it.
The "Order Form Submission" trigger will ONLY run whenever a customer submits an order form through a Funnel or website and the type of submission made ( i.e., Bump, Optin, Sale, or Upsell).
"Order Form" is a form you put on your website or funnel for a checkout experience on a product or service.
All Filters
In Funnel/ Website
The "In Funnel/Website" filter feature enables users to select a specific funnel or website to trigger the workflow when a form is submitted. When a user selects this filter option, the workflow will activate only when a form is submitted through the specified funnel or website.
Page Is
The "Page Is" filter option in this trigger could be used when you want a specific page in your funnel or website to trigger the workflow when a customer fills it.
For example, by clicking on the "Registration Form" Page in the "Registration Form" funnel, this workflow will only trigger when a customer fills this specific page.
Product Is
The "Product Is" filter option in this trigger could be used when you want a specific product in your funnel or website to trigger the workflow when a customer fills it.
For example, choosing the "Black Friday" Product in the "Registration Form" page, this workflow will only trigger when a customer chooses this specific product.
Submission type
The "Submission type" filter consists of four (4) types, and this will help identify what a customer did during the checkout process;
- Optin: This is when a customer puts their contact information on your website for checkout but doesn't complete the order (like when a cart is abandoned).
- Sale: It is the main submission type. This is when a customer fills in their contact information on your website for checkout and completes or purchases the order. This is good for a post-purchase nurture campaign where you can send a "thank you" message to the customer for purchasing your product or becoming a member.
- Upsell: It is an add-on you give your customer for purchasing a particular product or service.
- Bump: It is also an add-on you give your customer for purchasing a particular product or service.
This workflow will trigger when you add a funnel or website you want this workflow to trigger off of and the type of submission.
For example, you want this workflow only to trigger when a "Sale" type of submission is made in the "Registration Form" funnel.