With the ClickDimensions campaign automation tool, you have the ability to trigger a campaign automation once a posted form is submitted via a web content form. This is great for those who are using our form builder, but it doesn’t directly allow those using a form capture to use the submitted form trigger in a campaign automaton. However, there is a way to do this using a CRM workflow and marketing lists to trigger the campaign automation based on a form capture. Step One: Create a marketing list for contacts or leads that will only be used for people that have submitted a posted form via form capture. Step Two: In the campaign automation builder, use the add to list trigger instead of the submitted form trigger to start your campaign automation. Then build your campaign automation, click Save and click Publish. Step 3: Create a workflow that adds contacts and/or leads to the list(s) used to trigger the campaign automation. In this example, the lists are the Eryka Test List for contacts and Eryka Lead List for leads. Go to Settings > Processes Click New, then complete the following steps to get started: Name your workflow Select Workflow as your category Choose Posted Form as the entity Click OK Next, you will build the workflow: Select Organization for scope – this means that a posted form owned by any user in your organization will run through this workflow Make sure “Record is created” is checked Click Add Step, then…
Read More: How to Trigger a Campaign Automation Using a Form Capture
