The Submitted Form trigger allows you to check to see if somebody has submitted a form, then follow up accordingly. The trigger may be used as an Entry Point Trigger or as an Internal Trigger. If the trigger is an entry point and a contact or lead has filled out the selected form, the Campaign Automation will begin.
Add the Trigger to a Campaign Automation
To add a Submitted Form Trigger to a Campaign Automation, click on the trigger icon in the sidebar and drag in onto the Campaign Automation Canvas.
Once the trigger has been added to the canvas, click on it and you will see the right panel change to show the properties of this trigger.
Display Name (required): Once you select a form this will change automatically to the name of that form, however you may change it to whatever you would like.
Campaign: If you set a campaign on the Campaign Automation record this field will be populated with that campaign. You can also choose a different CRM campaign to associate here. This will set the Campaign field on the Posted Form record.
Note: A note is an optional field for any details that need to be written about the trigger.
Using the same form in another automation
A form can only be used with one published Campaign Automation at a time. If, in a second Campaign Automation, you attempt to select a form that is already in use and save it, an error message such as the one below will appear to indicate in which Campaign Automation the form is being used:
Multiple Form Submissions
When you have a Campaign Automation that begins with a Submitted Form trigger, if someone submits your form more than once within a 24-hour period, then the first submission will process through your automation but the subsequent ones won't. The "extra" (those happening within the 24-hour window) submissions will also not be stored in your CRM.
This functionality should help you avoid duplicate participants being added to an automation when someone accidentally submits your form multiple times.
|Feature Added: 7.0|
|Feature Updated: 10.2.0|
|ClickDimensions Version Needed: 7.0|