Workflow Trigger: Order Form Submission

What is the Order Form Submission Trigger?

The Order Form Submission trigger is an automation tool that activates a workflow whenever a customer submits an order form on your website or sales funnel. This powerful feature allows you to automatically execute a series of actions in response to a customer's purchase activity, helping you streamline operations and enhance the customer journey without manual intervention.

Key Benefits

Using this trigger provides several advantages for your business processes.

• Automate Order Management: Instantly process new orders by triggering actions like sending confirmations, updating contact records, or notifying your team.
• Enhance Customer Experience: Provide immediate, automated responses to customers, such as order confirmations or follow-up messages, building trust and satisfaction.
• Targeted Automation: Use filters to run workflows only for specific funnels, pages, products, or types of submissions, ensuring your automations are highly relevant.
• Capture Sales Opportunities: Automatically initiate upsell campaigns or abandoned cart recovery sequences based on the customer's interaction with the order form.
• Maintain Accurate Data: Ensure your CRM records are automatically populated with the latest order information submitted by the customer.

Configuring the Order Form Submission Trigger

Follow these steps to add an Order Form Submission trigger to a workflow.

Access the Workflow Builder

Navigate to the Automation section of your CRM. Either create a new workflow or edit an existing one where you want to add this trigger.

Add the Trigger

Click the option to add a new trigger. From the list of available triggers, select Order Form Submission.

Name Your Trigger

Give the trigger a clear and descriptive name that will help you identify its purpose later, for example, "New Product X Purchase."

Set Filters (Optional)

Filters allow you to control precisely when this workflow should run. You can apply one or more of the following filters:

• In Funnel/Website: Select the specific funnel or website where the order form is located.
• Page Is: Choose the exact page within the funnel or website that hosts the order form.
• Product Is: Specify a particular product. The workflow will only trigger if that product is included in the order.
• Submission Type: This filter lets you trigger the workflow based on the specific stage or type of the customer's submission.
  • Bump: Triggers when a customer purchases a bump offer (an add-on product) during the initial checkout. Use this to automate follow-ups for specific add-ons.
  • Opt-In: Triggers when a customer provides their contact information but does not complete the payment. Ideal for abandoned cart recovery sequences.
  • Sale: Triggers when a customer successfully completes a purchase. Perfect for sending order confirmations and thank-you messages.
  • Upsell: Triggers when a customer accepts an upsell offer presented after their initial purchase. Use this to manage upsell-specific communications.

Finalize and Activate

After configuring the trigger and its filters, click Save. Before going live, it is good practice to test the workflow. You can place the connected funnel into test mode and submit a dummy order to verify the automation runs correctly. Once testing is complete, use the Publish toggle to activate the workflow.

Common Use Cases

Here are a few practical examples of how businesses use the Order Form Submission trigger.

Automated Order Confirmation

Scenario: You want to instantly confirm every purchase and update your customer database.
Implementation: Configure the trigger with the "Sale" submission type. The workflow can then send a confirmation email to the customer and automatically update their contact record in the CRM with the new order details.

Recover Abandoned Carts

Scenario: You want to re-engage potential customers who started but did not finish their purchase.
Implementation: Set the trigger filter to "Opt-In" for your checkout page. The workflow can then send a series of reminder emails, perhaps including a special discount, to encourage the contact to complete their order.

Launch a Post-Purchase Upsell Sequence

Scenario: To increase the average order value, you want to offer a complementary product immediately after a purchase.
Implementation: Use the trigger with the "Sale" or "Upsell" submission type. The workflow can send an email with a time-sensitive offer for a related product, maximizing the sales opportunity.

Internal Team Notification

Scenario: Your fulfillment team needs to be notified instantly when a high-value or specific product is ordered.
Implementation: Apply a "Product Is" filter for the specific item. The workflow can then send an instant notification to a designated team channel or create a high-priority task for the fulfillment team.