Forms are the gateway for an anonymous web visitor to become a lead and submissions are normally used to trigger an automation.
This article details the basic process to create automation based on form submissions.
Setting Up the Form
To create an automation based on a form, you will first need to create and place a form.
Create a new form or edit an existing form. Then, place the form either on a website or on a Lead Gen & CRM landing page.
Creating Visual Workflow Automation
When creating form submission automation, the visual workflow must use the form submission as the trigger event. First, create or edit a visual workflow
Below is an example of a completed automation based on a form submission:
Click to enlarge.
Frequently Asked Questions
Q: How can automated communications seem less automated?
A: Setting up a non-business hours workflow is a great way to ensure your automated communication seems human. If a lead submits a contact form after business hours, you can send an email—and not a standard auto-responder—indicating the team will respond in the morning.
Q: How can the automation be tested?
A: Test the automation by filling out the form on your webpage or Lead Gen & CRM landing page. You will see the lead record created in the Contact Manager, and the workflow will be listed under the Memberships tab.