The Order Form Submission trigger helps automate workflows whenever a customer submits an order form through your funnel or website—whether it is a Bump offer, Opt-in, Sale, or Upsell. An Order Form is a form you put on your website or funnel to facilitate the checkout process for a product or service.
Adding the Order Form Submission Trigger #
To begin, click Add New Trigger, then search and select Order Form Submission Trigger.
Add Filters #
You can filter the trigger by clicking the Add Filters button.
In Funnel/Website #
The In Funnel/Website filter enables users to select a specific funnel or website to trigger the workflow when a form is submitted. When a user selects this filter option, the workflow will activate only when a form is submitted through the specified funnel or website.
Page Is #
The Page Is filter option can be used when you want a specific page in your funnel or website to trigger the workflow when a customer fills it. For example, choosing the “2-Step Order form” page in the “Demo Sales” funnel means this workflow will only trigger when a customer fills this specific page.
Product Is #
The Product Is filter option can be used when you want a specific product in your funnel or website to trigger the workflow when a customer fills it. For example, choosing the “Demo Product” product on the “Test Product” page means this workflow will only trigger when a customer chooses this specific product.
Submission Type #
The Submission Type filter consists of four types, which help identify what a customer did during the checkout process:
- Bump: An add-on you give your customer for purchasing a particular product or service.
- Optin: This is when a customer puts their contact information on your website for checkout but doesn’t complete the order (like when a cart is abandoned).
- Sale: The main submission type. This is when a customer fills in their contact information on your website for checkout and completes or purchases the order. This is good for a post-purchase nurture campaign where you can send a “thank you” message to the customer for purchasing your product or becoming a member.
- Upsell: An add-on you give your customer for purchasing a particular product or service.
Once you have set up your filters and reminders, click Save Trigger to finalize your order form workflow.
Note: You can add workflow actions to automate tasks such as notifications, follow-ups, or account updates. Once you have set up the trigger and its actions, Publish and Save the workflow to enable its functionality.
This trigger makes it easy to set up workflows that match your goals. By adding filters, you can ensure the right actions happen at the right time, helping you deliver a better customer experience while keeping things running smoothly.
Frequently Asked Questions #
When does the Order Form Submission trigger fire? #
It fires whenever a customer submits an order form through your funnel or website, covering Bump, Opt-in, Sale, and Upsell submissions.
How do I add this trigger to a workflow? #
Click Add New Trigger, then search for and select Order Form Submission Trigger.
How can I limit the trigger to a specific page or product? #
Use the Page Is filter to target a specific funnel/website page, or the Product Is filter to target a specific product.
What submission types are available? #
Four types: Bump, Optin (incomplete checkout), Sale (completed purchase), and Upsell.
Which submission type is best for a thank-you campaign? #
The Sale type, since it fires when a customer completes a purchase, making it ideal for post-purchase nurture and thank-you messages.
What do I do after configuring the filters? #
Click Save Trigger, add your workflow actions, then Publish and Save the workflow to enable it.
