Marketer's Space: Email Workflow - Form Submission

Marketer's Space: Email Workflow - Form Submission


Zoho Campaigns email automation workflows can help you automate repetitive tasks and bring life to marketing strategies. A typical workflow has a trigger (that initiates the workflow), a process (send emails, add score, assign tags), and an end of workflow action (an action to be performed after completing the process).

A trigger is a component that initiates a workflow. In Zoho Campaigns, you can use the following triggers to initiate a workflow:

  • Form Submission

  • List Entry

  • Open Trigger

  • Fields Update

  • Email Action

 

In this post, we'll learn about the form submission trigger.

 

Form submission is when a contact shows interest in your product/service and signs up (via a form) to receive newsletters. The form submission trigger will initiate the workflow every time a contact signs up. When you're designing a workflow, you can either set this trigger for all signup forms or only for a specific set of signup forms.  

 

How to use the trigger:


After you drag and drop the form submission trigger on the canvas, you must configure it by selecting the signup forms for which you intend to use it. Next, select a relevant process for the workflow. Once you configure the process and the end of workflow actions, you can go on to activate the workflow. Once the workflow gets activated, every signup via the form will follow the defined workflow.   

 



Let's see how this works in a scenario:
  

Sending onboarding emails — A form submission-based workflow

 

One great way to start a conversation with a contact is to schedule a series of automated emails that will be triggered when a contact submits a form. These can start with a welcome email that goes out with their account information, and they can be followed by onboarding emails. An onboarding exercise helps the lead get familiar with the product you’re offering on your website, ultimately increasing the likelihood they'll buy your product.

 

Click here to know more about workflows.

 

We hope you found this post useful. In the forthcoming post, we'll discuss the List Entry trigger and its usage.

 

Regards,

 

Vivek Suresh

User Education | Zoho Campaigns











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