Workflow Trigger: Form Submitted

The Form Submitted Workflow Trigger will start a workflow whenever a form is submitted. 

Contacts who submit forms will be added to the workflow, allowing you to set up a variety of follow-up actions once their form submission is completed. 

This article will outline how to set up a workflow using the Form Submitted Workflow Trigger.

NOTE: This article will assume that you have customized forms already set up in your account. For an overview of how to create customized forms, see our article, “How To Customize a Form Or Survey”.

Steps to add the trigger to your workflow

Step 1: Start a new workflow or edit an existing one

Step 2: Creating and Editing the Trigger

• Click on “Add New Trigger”

Select Form Submitted in the Contact Actions section of the Workflow Triggers Menu or use the search feature. Once selected, the Trigger setup menu will appear.

Note: You can change the display name of this trigger within the workflow builder under the Workflow Trigger Name textbox. This won’t change any content or functionality related to this trigger or workflow other than the display name of the trigger which is only displayed within the workflow builder

• Press + Add filter to bring up the Filters section. We highly recommend filtering by the name of the form they will be optin in. 

The Form is parameter allows you to only allow submissions of specified forms to trigger this workflow

• Press Save Trigger in the bottom right corner of the Trigger setup menu

Step 3: Set up applicable Workflow Action(s). We have multiple articles available to explain the setup of each of the Workflow Actions. Feel free to review our articles on these for more information on setting these up.

Below is an example of how after they submit the form (trigger), a contact tag will be added (action).

Pro Tip: You can use any Workflow Actions to be triggered by the Form Submitted trigger or you can leave this workflow without any actions.

Step 4: Press Save in the top right corner of your browser to save the workflow

If your Workflow is ready to be enabled, make sure the toggle switch under Save is set to Publish

• Be sure to test your Workflow to make sure it is set up correctly using the Test Workflow button next to the Publish toggle switch. 

  • For an in-depth overview of Workflow Testing see our article, “Using the Testing Features in Workflows”

Now your workflow is set up and ready to go with the Form Submitted Workflow Trigger.