Order Submission Trigger

The Order Submission trigger is an advanced feature designed to help businesses enhance their sales strategy by offering additional products to customers after they have placed an order. This trigger is compatible with both one-step and two-step order forms, providing businesses with the flexibility to tailor their upsell offers based on the specific order form used or the particular products purchased.

This trigger activates twice: first when the order form is initially submitted, and again when an upsell purchase is made. During each activation, it captures the details of the products involved. For example, if a customer buys Products A and B on the initial order form and then adds Product C during an upsell, the trigger will execute twice—once for the purchase of Products A and B, and again for Product C.

Important: Ensure that the 'Allow Multiple' setting is enabled in the Workflow Settings if you want the trigger to activate for an upsell immediately after it has already activated for a primary product purchase. Avoid incorporating 'Wait' steps in this workflow, unless you do not intend to offer upsells or bumps for the same product. For instance, if a 'Wait' step is included following the purchase of a primary product, and the customer subsequently purchases an upsell while still within the workflow, the upsell purchase will not trigger the workflow a second time.

Differences Between Order Submission and Order Form Submission Triggers

Here are the key distinctions between the Order Submission trigger and the Order Form Submission trigger:

• The Order Submission trigger only activates once per checkout session, even if multiple products are purchased. It sends a single checkout object with the order information upon form submission.

• You can filter the Order Submission trigger based on global product/price directly, a feature not available in the Order Form Submission trigger.

• The Order Submission trigger allows you to use order-related custom values in the workflow, including details about customers, orders, coupons, and payment gateways. These custom values will only be accessible in the workflow if the Order Submission trigger is part of the workflow’s steps.

• You can apply conditions related to order or product details within the "If" branches to direct the workflow based on cart value, purchased products, or the sales funnel.

Filters and Customizations

1. Global Product:
This filter allows you to trigger the workflow based on specific global products or prices. Choose between 'Is' or 'Is not' and select the desired product from the dropdown menu.

2. Order Source:
Specify the source of the order for the workflow. Choose between 'Is' or 'Is not' and select the appropriate order source from the dropdown.

3. Funnel/Website:
The "Funnel/Website" filter restricts the workflow trigger to specific funnels or websites. Select 'Is' or 'Is not' and then choose the funnel or website from the dropdown menu.

4. Page Is:
Use the "Page Is" filter when you want a particular page within your funnel or website to trigger the workflow upon submission. Choose 'Is' or 'Is not' and select the desired page from the dropdown menu.

For example, selecting the "Registration Form" page within the "Registration Form" funnel will ensure the workflow is triggered only when this specific page is completed.

5. Product Is:
The "Product Is" filter allows you to trigger the workflow based on the selection of a specific product within your funnel or website. Select 'Is' or 'Is not' and then choose the desired product from the dropdown menu.

For instance, selecting the "Black Friday" product within the "Registration Form" page will trigger the workflow only when this particular product is chosen.

6. Product Price:
This filter allows you to select the price point of the product that will trigger the workflow. This is useful when a product has multiple pricing options. Choose 'Is' or 'Is not' and select the price from the dropdown menu.

For example, if a product has both a regular and a promotional price, select the price that should activate the workflow.

7. Submission Type:
The Submission Type filter offers three options to customize workflow triggers based on the type of purchase:

• Primary: Triggers the workflow when a primary product is purchased during checkout.

• Bump: Triggers the workflow only when a bump product is purchased. It does not trigger if no bump product is included.

• Upsell: Triggers the workflow only for upsell purchases. If set to upsell, it will not trigger on the submission of the primary or bump product.