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Order Form Submission

"Order Form" is a form you put on your website or funnel for a checkout experience on a product or service.

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Written by Sarah Bassett
Updated over a week ago

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.

Order form submission trigger

Order form submission trigger

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.

Select the funnel or website here

Select the funnel or website here

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.

Choose the Funnel page

Choose the Funnel 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.

Choose the page product

Choose the page 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, 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.

Select a submission type

Select a submission type

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