There are many different uses for the ClickDimensions campaign automation feature, but one that I have been asked about recently is how to follow up with form recipients. Whether you need to send an email with additional information based on a contact’s response, or you want to prompt your contacts to actually fill out the form, a campaign automation can help you automate either process. In this post, I will share two scenarios and the steps needed to build the corresponding campaign automations.
Campaign Automation 1—Following up with all Form Recipients
Step 1—Create a New Campaign Automation
Go to Marketing > Campaign Automation and create a new campaign automation.
The scenario for this campaign automation is that we are trying to send a form to our contacts that they can use to sign up for an upcoming webinar. We want to follow up with those who respond as well as those who don’t, but the follow up steps need to be different for each group.
Step 2—Set up the Initial Trigger
We will start our campaign automation with an Add to List trigger and select which marketing list we want to associate with the trigger. This is the list our email will be sent to (with the link to the form in it). Starting with this trigger allows us to send the email and subsequently track who has or has not filled out the form.
Remember that once we associate the marketing list with this trigger and publish the campaign automation, any contact or lead added to the list will be added to the campaign automation. It’s usually best to have a dedicated list to use with a campaign automation trigger.
Step 3—Send the Form
Now we need to add a series and connect it to our trigger. The series is what will hold the Email Send action.
In the series, we will need to place an Email Send action. Double-clicking on the series opens it.
The email send will use the email template that we created with the link to our form. We will save our changes to the series and then go back out to the main section of the campaign automation builder, using the Save & Back button.
Step 4—Add the Form Submitted Trigger
Here, we will add the Form Submitted trigger, select which form should be monitored for responses and connect it to the preceding series.
Step 5—Designate the Paths
When adding the Form Submitted trigger, you will notice that since it is connected to the preceding series, the trigger now has a green path and a red path available. The green path is the positive path—denoting the action that we want to have happen. In this case, that would be the form being submitted.
To specify what should happen down each path, we will add two series to our builder and then connect both to the form submission. One series will be connected using the green connector; the other series will use the red connector.
The series connected to the positive path should hold any actions that we want to have happen to contacts who fill out the form. For example, if we want to add a contact who has filled out the form to a new marketing list, our series would need to include an Add to List action.
For the negative path, we will need to set up criteria to evaluate our participants. Clicking on the Form Submitted trigger shows the Negative Path section in the sidebar.
This is where we will select a date/time when participants should proceed down the negative path. We can set either an exact date or a timer. If participants don’t submit the form by that date/time, they will proceed down the negative path of the campaign automation.
We’re now finished setting up this campaign automation. Once we publish and test it, we can start using it on real contacts and leads.
Campaign Automation 2—Following up with Form Respondents
Our next scenario is similar to the one above, but this time we will look at interacting only with those who responded to the form.
We will start this campaign automation with steps one through four shown above and then use the instructions below to create our different paths.
Step 5—Create Multiple Paths
In this scenario, we are basing the paths off of the value of a question on the form. (You can also base the criteria off any value found on the contact or lead record.) So we will have two series that are both connected to the positive path.
The image below shows that once we connect the positive path to two series, a diamond-like element appears. This is the decision node and it’s where we will specify what criteria each path should follow.
We will click on the decision node and set up the criteria. For our Yes path, we want to include any participants who opt to receive information about our other webinars; the No path will include those who didn’t opt in. The values shown in the screenshot below are for a checkbox field.
After saving the criteria, we can add any actions or timers that we want to the Yes and No series.
Our finished campaign automation will look similar to the one in the screenshot below.
Now that this campaign automation is set up, we can publish and test it, and then begin using it on our contacts/leads.
Written by Carolynn Carriger, ClickDimensions Marketing Success Manager