Marketer's Space: Signup form - Automating the onboarding process after a form submission
In the previous post, we learned about pushing leads to CRM after a form submission. In our final post of the series, we'll learn about automating the onboarding process after a form submission.
This can be achieved by associating a signup form with a workflow. When you do so, leads who sign up will be pushed to the workflow, and the corresponding action will be executed.
How to associate a workflow with a signup form
Select a signup form and go to Automation Tools subtab. Select Push to workflow and then select the workflow that you have configured to execute a series of actions.
Let's see how this works in a scenario
Cathy, who runs an online fashion boutique, wants to provide a discount to those who are interested in her summer collection. She creates a signup form with a "Interested in Summer Collection" checkbox. She then creates a workflow to move leads to a separate mailing list when they select the checkbox. Cathy associates the workflow with the signup form and uses it on the website. After all the leads sign up, Cathy sends a welcome email along with the discount to the mailing list to boost her sales.
Click here to learn more about associating a workflow with a signup form.
Topic Participants
Vivek S
Sticky Posts
Marketer's space - Understanding portal roles in the new user management system
Hello, As part of our new user management setup, we recently introduced portals and workspaces. Portals enable you to manage multiple products under a single brand within a single account. Workspaces are the spaces you can create within a portal for individualPromote Campaigns on your LinkedIn Company page
Hello! We are happy to announce that Zoho Campaigns has further improved its integration with LinkedIn to provide more services. This time, we've come up with a new feature where you can promote your email and social campaigns on your LinkedIn company page. LinkedIn company page is a hub where followers are updated about the company, its products & services and of course new features & updates. It acts as a public portal for prospects, vendors and partners, etc. You can engage your followersThe much-awaited real-time sync between Zoho Campaigns and Zoho CRM is live.
Hello all, You don't have to wait for 24 hours to pull data from CRM to Campaigns anymore. Instantly bring subscriber data from contacts, leads, and custom modules and get going with your nurturing process right away. What has changed? We have two types of syncs now: Immediate and periodic. The UI: We have cut down on the number of steps for the sync from three to two. When to use which sync: Immediate Sync: When you want the data to get reflected in Campaigns as and when it is added in CRM.Marketer's Space: Template Editor - Dynamic Content
Dynamic content has become an inevitable part of email marketing. It's basically the process of displaying content to your leads that is relevant to them based upon them matching a particular criteria you have set previously. To put it in simpler terms, it is the right content for the right people at the right time. How to use the dynamic content While creating an email campaign, you go on to select a pre-designed or basic template to add content, and then click Advanced --> Dynamic to createSending Autoresponders to Existing Contacts
Hello! In recent times, many of our users wanted to send Autoresponders to existing contacts. Since, these contacts existed already; they will never be receiving that message scheduled in the Autoresponders. But, is there really a way to push these Autoresponder message(s) to such existing contacts? Well, Zoho Campaigns has again come up with a solution for such request laid by many of our users. We are happy to announce the new enhancement on Autoresponders through which you can send the Autoresponder