Skip to main content

Workflow Trigger: Order Form Submission

Charie

How to set up a workflow using the Order Form Submission Workflow Trigger.

 

Table of Contents

  • How does the trigger work?

  • Steps to add the trigger to your workflow

  • How to use the Submission Type Filter?

 

 

How does the trigger work?

The Order Form Submission Workflow Trigger allows you to trigger a workflow whenever a contact/customer submits an order form.  Contacts who submit order forms through your various funnels and websites will be added to this workflow when it is triggered. This article will give an overview of how to set up a workflow using the Order Form Submission Workflow Trigger.

 

Please note: Using the filters with this trigger is important. The filters can change how the trigger works. If you want to trigger the workflow only when a purchase is made you would need to add the filter “Submission Type” and set it to “Sale”. The filters are explained below.

 

 

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 “Add New Trigger”

 

 

 

  • Select Order Form Submission in the Payments section of the Workflow Triggers Menu or use the search feature. Once selected, the Trigger setup menu will appear

 

 

 

  • (Optional) You can change this trigger's workflow builder display name of this trigger using the textbox below Workflow Trigger Name. Note that this will only affect the display name within the workflow builder and has no other impact on the content or functionality of this Workflow Trigger.

  • Press + Add filters to expand the Filters section of the Trigger setup menu. This section has several filter parameters that you can use to customize this trigger

  • In funnel/website will only allow form submissions that occur within a selected funnel or website to trigger this workflow. If you add this parameter to your trigger, then you can create another filter called Page is

  • Page is will allow you to select a page from the already selected funnel or website. Only form submissions that occur within this selected page will be able to trigger this workflow. If you add this parameter to your trigger, then you can create another filter called Product is

  • Product is will only allow order forms for a particular product to trigger this workflow. 

  • Because this filter only appears after the In funnel/website and Page is filters, the workflow will only be triggered when this product is ordered within the already-selected funnel/website and page.

  • Submission type will only allow a selected type of order form to trigger this workflow. The options for this parameter are Bump, Optin, Sale, and Upsell. 

  • You can also filter by Custom Fields which will allow you to select custom values that you would have set up elsewhere in your account. Only contacts who meet these custom values can then be added to 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.

 

Pro Tip: You can use any Workflow Actions to be triggered by the Order Form Submission 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”

 

 

 

 

How to use the Submission Type Filter?

The submission type trigger determines when the order form submission trigger will run. If you do not add, it will run whether they just opt-in, or purchase your primary, bump, or an upsell product.

  1. Optin - This filter works only with the two-step order form. It runs when the first step of the order form is filled out by the lead

  2. Sale - This filter runs whenever one of the products listed on the order form is purchased

  3. Bump - This filter runs only when a bump product on the order form is purchased

  4. Upsell - This filter runs when the lead purchases a one-click upsell product

 

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