How To Set Up Triggers From Form Submissions

Modified on Sun, 19 Sep 2021 at 11:11 PM

You may want to set up a trigger to fire off one or more actions based on a form being submitted. Follow these simple steps to learn how to create a trigger to fire off based on a particular form being submitted.

Step 1: Create Your Form

  • Navigate to Marketing > choose the Form Builder
  • Create or edit your Form.

Check out our form building tutorials for step by step guidance.

Step 2: Create The Trigger

  • Navigate to Triggers
  • Create a new Trigger
  • For Part 1, choose “Form Submitted” and then define filters to choose the specific form you want to create this trigger for.
  • For Part 2, select one or more action. You can apply a tag, add the contact to a campaign, send an email, and more.

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