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The Submitted Form 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 a Submitted Form trigger to the canvas and click on the node. 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.
NOTE: 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:
Now connect the Submitted Form trigger to at least one series.
|Feature Added: 7.0|
|Feature Updated: 8.5.0|
|ClickDimensions Version Need: 7.0|