The Order Submitted trigger is a versatile tool that enables businesses to upsell customers after they have submitted an order. This trigger works seamlessly with both 1-step and 2-step order forms, offering flexibility in tailoring upsell opportunities based on the order form type or the specific products purchased.
It activates upon submitting an order form and again when an upsell purchase occurs, capturing relevant product information in both cases. This means that if a customer purchases products A and B through the order form and then buys product C through an upsell, the trigger will activate twice—first for the primary products and again for the upsell item.
Order Submitted vs. Order Form Submitted #
There are several key distinctions between the Order Submitted trigger and the Order Form Submitted trigger:
- Trigger Activation: The Order Submitted trigger can run multiple times for each product purchased, whereas the Order Form Submitted trigger does not.
- Capabilities: The Order Submitted trigger allows filtering based on global product/price, which the Order Form Submitted trigger does not.
- Custom Value Usage: The Order Submitted trigger enables the use of order-related custom values within the workflow, such as adding customer details, order information, coupon data, and payment methods to an email. These custom values are accessible only if the Order Submitted trigger is included in the workflow’s setup.
With the above information in mind, navigate to the Automation > Workflows section in your account, and proceed to add the Order Submitted trigger to a new or existing workflow.
Workflow Trigger Name #
Update the name of the trigger to accurately represent its intended purpose.
Trigger Customization Options #
The Order Submitted trigger provides a range of filters to customize workflows according to various order details. Click the Add Filters button to customize your trigger.
Global Product #
The Global Product filter allows you to trigger workflows based on a specific global product or price. You can select ‘Is’ or ‘Is not’ and choose a product from the dropdown.
Order Source #
The Order Source filter lets you specify the source of the order. Choose ‘Is’ or ‘Is not’ and select an order source from the dropdown.
Sub-Source #
For Order Forms, External Sources, or Stores, you can specify the sub-source you are interested in.
If Order Form is chosen as the source, you will be able to refine the trigger even further by utilizing the following filters:
In Funnel/Website #
The In Funnel/Website filter ensures that the workflow triggers only when an order form is submitted through a specific funnel or website. Select ‘Is’ or ‘Is not’ and pick the funnel or website from the dropdown.
Page Is #
The Page Is filter triggers the workflow when a form is submitted on a specific page in the funnel or website. You can select ‘Is’ or ‘Is not’ and choose a specific page from the dropdown. For example, selecting the “Registration Form” page in a funnel will trigger the workflow only when the form on this particular page is completed.
Submission Type #
The Submission Type filter allows businesses to customize workflow triggers based on the type of purchase made by the customer:
- Bump: Triggers if a bump product is purchased.
- Primary: Triggers if a primary product is purchased at checkout.
- Upsell: Triggers if an upsell product is purchased.
Product Price #
The Product Price filter is useful when there are multiple pricing options for a product, such as a regular price and a promotional price. Choose ‘Is’ or ‘Is not’ and select the price from the dropdown.
These options provide businesses with flexibility in setting up highly tailored workflows. By understanding and utilizing the various filters, operators, and custom value options, you can use this trigger to enhance workflows to maximize revenue from existing customers while delivering a more personalized shopping experience.
Important Notes #
- If you want the workflow to trigger for both a primary product and an upsell purchase, ensure that the Allow Multiple setting is toggled on.
- Avoid using “Wait steps” if you plan on selling Upsells or Bumps for the same product, as this could prevent the upsell trigger from firing properly. If a customer proceeds to purchase an upsell after the primary product, the workflow will not re-trigger.
Frequently Asked Questions #
How many times can the Order Submitted trigger fire for a single checkout? #
It can fire multiple times—once for the primary products and again for any upsell purchase—capturing product information in each case.
How is Order Submitted different from Order Form Submitted? #
Order Submitted can run multiple times per product, supports global product/price filtering, and unlocks order-related custom values, none of which the Order Form Submitted trigger offers.
What order-related custom values can I use? #
You can add customer details, order information, coupon data, and payment methods to actions like emails—available only when the Order Submitted trigger is in the workflow.
What submission types can I filter on? #
You can filter by Bump, Primary, or Upsell purchases to target specific kinds of orders.
How do I make the trigger fire for both a primary product and an upsell? #
Toggle the Allow Multiple setting on so the workflow activates for both the primary purchase and the upsell.
Why might my upsell trigger fail to fire? #
Using Wait steps when selling Upsells or Bumps for the same product can prevent the upsell trigger from firing, because the workflow will not re-trigger after the primary purchase.
