***In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it***


"Order Form Submission" trigger will ONLY run whenever a customer submits an order form either through a Funnel or website and also the type of submission made (i.e Bump, Optin, Sale, or Upsell).


"Order Form" is a form you put on your website or funnel for a checkout experience on a product or service.


All Filters


In Funnel/ Website

Selecting the "In funnel/ website" filter option, will ONLY trigger this workflow when a form is submitted through a specific Funnel or website.


Page Is


The "Page Is" filter option in this trigger could be used when you want a specific page in your funnel or website to trigger the workflow when a customer fills it. For example, choosing the "Claim page 914353267151343799" in the "$150 Off Next Service Call" funnel, this workflow will only trigger when a customer fills this specific page.


Submission type

The "Submission type" filter consists of four (4) types, this will help identify what a customer did during the checkout process;

  • Optin: This is when a customer puts in their contact information on your website for checkout but didn't complete the order (like when a cart is abandoned).

  • Sale: It is the main submission type. This is when a customer fills in their contact information on your website for checkout and also completes or purchases the order. This is good 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.

  • Bump: It is also an add-on you give your customer for purchasing a particular product or service.

This workflow will trigger when you add a funnel or website you want this workflow to trigger off of and the type of submission.

For example, you want this workflow to only trigger when a "Sale" type of submission is made in the "50% Black Friday Offer" funnel.