Associating automation tools with your Signup Form - Online Help | Zoho Campaigns

Associating automation tools with your Signup Form

The automation tools are an advanced option to push contacts joining via the signup form to different entities and perform different actions on them. All you have to do is associate the signup form to those entities, by following the steps below:

Push to Workflow

Associate a workflow to your signup form to perform a lot of different actions on the contacts joining via this signup form. Once associated, contacts will automatically be pushed to the workflow and the specified actions will take place.

User Scenario

Mia runs an e-learning site that offers courses like French, German, Japanese. She creates a signup form for each of the courses and wishes to offer the French learning contacts with a few additional learning materials for the current month. Let us look how workflow helps her do this.

Mia creates an activity-based workflow and associates it to the the signup form created for the French course. This activity-based workflow assigns the tag "French Contacts_offer" with the lead score of 10 to every contact coming in that month.

To associate workflow:
  1. Select Contacts from the Navigation bar and choose Manage Lists.
  2. Select the desired mailing list.
  3. Click Forms subtab.
  4. Select the desired signup form.
  5. Click Show advanced options.
  6. Click Push To Workflow.

  7. Select an activity-based workflow to be associated witht the form and click Associate.

Note: You can only have one workflow associated to the signup form, at a time.

Disable Workflow

You can pause a workflow when you don't need the actions specified to take place on the contacts. To pause the workflow:
  1. Select the signup form for which you want to disable the workflow.
  2. Use the toggle to disable the workflow.

  3. You can also view the workflow reports.

Push contacts to Zoho CRM

This option enables you to push the contacts joining via this signup form to your CRM account and store them as a contact or a lead. Before pushing your campaign status to CRM, make sure you have created a text area field exclusive for Campaigns status in Contacts or Leads module.

  1. Select Contacts from the Navigation bar and choose Manage Lists.
  2. Select the desired mailing list.
  3. Click Forms subtab.
  4. Select the desired signup form.
  5. Click Show advanced options.
  6. Click Push to Zoho CRM.

  7. Select the Zoho CRM account and the module to which you want to push the contacts.
  8. Click Save after mapping fields between CRM and Campaigns.

Disable Push to Zoho CRM

You can pause the action for a certain period when you do not need to push the contacts to CRM. To pause the action:
  1. Select the signup form for which you want to disable the workflow.
  2. Use the toggle to stop pushing the contacts joining via the form to Zoho CRM.
  3. You can also view the report of the action.

Custom Tracking Text

You can add a unique custom tracking text in the pages where you've published your signup form. Using the text, you can gain insights on the performance of the form in each of your pages. For example, if you add the text 'Home' in the code that you'll embed in the homepage of your website, you'll get a tracking script exclusively for your homepage. You can track the conversions from your homepage using the report.

To add the tracking text:
  1. Select Contacts from the Navigation bar and choose Manage Lists.
  2. Select the desired mailing list.
  3. Click Forms subtab.
  4. Select the desired signup form.
  5. Click Show advanced options.
  6. Click Add Tracking Text.
  7. Enter the text and click Save.



    Zoho DataPrep Personalized Demo

    If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

    Zoho CRM Training

      Create, share, and deliver

      beautiful slides from anywhere.

      Get Started Now





              Zoho CRM Training Programs

              Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

              Zoho CRM Training

                Zoho SalesIQ Resources



                    Zoho TeamInbox Resources




                              Zoho DataPrep Resources

                                Zoho DataPrep Demo

                                Get a personalized demo or POC

                                REGISTER NOW


                                  Design. Discuss. Deliver.

                                  Create visually engaging stories with Zoho Show.

                                  Get Started Now











                                                        • Related Articles

                                                        • Signup Form Reports

                                                          Signup form reports lets you view details of the various contacts who have signed up for your email newsletters through your signup forms. You can use this information to target your contacts with email campaigns best suiting their need. To view ...
                                                        • Signup Autoresponder

                                                          Zoho Campaigns' autoresponders are tools designed to help you engage better with your contacts. Autoresponders help you to send a series of automated messages based on contact activity. You can automate communication such as welcome messages, ...
                                                        • How do I create a signup form from the Library module?

                                                          To create a signup form, click the Create Signup Form button in the top-right corner of the Signup Forms page.
                                                        • List Tools

                                                          Use List Key for API To access list management API methods, you need a mandatory parameter "listkey". The listkey represents the mailing list you're trying to access. This purpose of this key is to add contacts to a mailing list and is used to access ...
                                                        • Signup Pages and Emails Customization

                                                          Zoho Campaigns lets your contacts update profile, tell a friend, resubscribe and unsubscribe via email footer links. The link for all these activities will be present in the footer section of the email that you send. On the create campaign page, you ...

                                                        Resources

                                                        Videos

                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                        eBooks

                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                        Webinars

                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                        CRM Tips

                                                        Make the most of Zoho CRM with these useful tips.



                                                          Zoho Show Resources