The Order Form Submission trigger automates workflows whenever a customer submits an order form through your funnel or website, whether it's a Bump offer, Opt-in, Sale, or Upsell. An order form is a form you place on your website or funnel to handle the checkout process for a product or service.

Adding the Order Form Submission Trigger

To begin, click Add New Trigger, then search and select the 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 lets you select a specific funnel or website to trigger the workflow when a form is submitted. When you select this option, the workflow will activate only when a form is submitted through the specified funnel or website.

Page Is

The "Page Is" filter option is useful when you want a specific page in your funnel or website to trigger the workflow when a customer fills it in. For example, by selecting the "2-Step Order form" page in the "Demo Sales" funnel, this workflow will only trigger when a customer fills in that specific page.

Product Is

The "Product Is" filter option is useful when you want a specific product in your funnel or website to trigger the workflow when a customer fills it in. For example, choosing the "Demo Product" product in the "Test Product" page, this workflow will only trigger when a customer chooses that specific product.

Submission Type

The "Submission type" filter has four types, which help identify what a customer did during the checkout process:

  • Bump: It is also 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 (such as when a cart is abandoned).
  • Sale: This is the main submission type. It's when a customer fills in their contact information on your website for checkout and completes or purchases the order. This works well 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: It is an add-on you give your customer for purchasing a particular product or service.

Once you've set up your filters and reminders, click "Save Trigger" to finalise your order form workflow.

📌NOTE: You can add workflow actions to automate tasks such as notifications, follow-ups, or account updates.

Once you've set up the trigger and its actions, Publish and Save the workflow to enable it.

This trigger makes it straightforward 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 and keep things running smoothly.