Order Form Activation

The "Order Form Activation" event is initiated exclusively when a customer completes an order form through a specific Funnel or website, based on the submission type, such as Bump, Optin, Sale, or Upsell. An "Order Form" is a digital form integrated into your website or funnel to facilitate the checkout process for a product or service.

Filter Options

Within Funnel/Website The "Within Funnel/Website" filter allows users to select a particular funnel or website where the workflow should be triggered upon form submission. By applying this filter, the workflow will only activate when a form is submitted through the chosen funnel or website.

Specific Page Trigger 

The "Specific Page Trigger" filter is used to set the workflow to activate only when a customer completes a form on a designated page within your funnel or website. For instance, selecting the "Registration Form" page in the "Registration Form" funnel will trigger the workflow exclusively when a customer submits the form on that specific page.

Product-Specific Trigger 

The "Product-Specific Trigger" filter activates the workflow when a customer selects a particular product within your funnel or website. For example, choosing the "Black Friday" product on the "Registration Form" page will trigger the workflow only when that specific product is selected by a customer.

Submission Type 

The "Submission Type" filter identifies the action taken by the customer during the checkout process, categorized into four types:

• Optin: This occurs when a customer enters their contact details on your website but does not complete the purchase, similar to an abandoned cart.

• Sale: The primary submission type, occurring when a customer completes the order by providing their contact information and purchasing the product. Ideal for initiating a post-purchase follow-up, such as sending a "thank you" message.

• Upsell: An additional offer provided to the customer upon purchasing a particular product or service.

• Bump: Another type of add-on offer provided to the customer during the purchase of a product or service.

This workflow is triggered based on the selected funnel or website and the specific submission type. For example, to trigger the workflow only when a "Sale" submission is made within the "Registration Form" funnel.