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Adding New Forms to Auto-Response Workflows

The following article includes information on adding any new forms to project auto-response workflows.

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Adding form to workflow

STEP 1

Locate your project's auto-response enquiry workflow. These will be labelled [PROJECT CODE]_Enquiry-Form-Automation.

If you don't have one for your project - reach out for one to be created for you.

STEP 2

Click on the 'Contact Enrollment Triggers' to amend and add your new form.

Click on 'OR' to add a new trigger.

Select "Form Submission"

Search and select your new form name and ensure it is set to "Form filled out on any page"

Save the workflow.

PLEASE NOTE: When saving the workflow make sure you select "Do Not Enrol Existing Contacts" and only have contacts enrolled after the workflow has been turned on.