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Slick example of automation using a survey after a web form has been completed

When you go to the ClickDimensions web site and click the orange button to sign up for our monthly marketing newsletter you are taken to a short newsletter sign up form that was built using our drag and drop form designer.

Click the button above and you will land on the form displayed below…

When you sign up for the newsletter you will immediately receive a copy of our most recent newsletter. Previously, when you clicked the submit button on the form you then saw a message telling you that the newsletter was on the way and thanking you for signing up. However, we realized that, with our new survey capability, it would be easy to create a one question survey that the visitor would see when they sign up for the newsletter. The question would ask the visitor if they would like to receive any past issues of the newsletter and would then trigger a workflow to immediately send those past issues once the survey question was submitted.

We simply created a one question survey…

And then embedded it into the confirmation message of the newsletter sign up form…

Now when someone signs up for the newsletter they are presented with the survey question where the form was previously displayed…

And for any past newsletters the visitor requested a Microsoft CRM workflow immediately sends the emails …

And, of course, all this is documented in Microsoft CRM and linked to the visitor’s lead or contact record…

Click here and give it a try. Now that’s marketing automation!

 

2017-05-16T18:24:24+00:00 By |Forms, Surveys|0 Comments

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The ClickDimensions marketing team is committed to helping marketers using Microsoft Dynamics 365 achieve their goals.

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