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Workflow Trigger: Order Form Submission

Discover how to leverage the Order Form Submission workflow trigger in Stack to automate actions whenever a customer submits an order form. This guide will walk you through the trigger's functionality, benefits, configuration steps, and practical use cases. Plus, we’ll address some frequently asked questions to help you maximize this feature.

Table of Contents​

What is the Order Form Submission Workflow Trigger?​

The Order Form Submission trigger activates whenever a customer completes and submits an order form on your funnel or website. This feature helps automate tasks like sending order confirmations, updating CRM records, notifying team members, and triggering post-purchase upsells. By automating these processes, you can enhance efficiency, improve customer experience, and ensure timely follow-ups.

Key Benefits​

Explore the advantages of using this trigger:

  • Automated Order Management: Streamline order processing with automated tasks like confirmation emails, record updates, and internal notifications.
  • Improved Customer Experience: Ensure customers receive immediate confirmation and relevant follow-ups, boosting trust and satisfaction.
  • Flexible Configuration: Customize workflows using filters like funnel, page, product, and submission type for precise automation.
  • Increased Sales Opportunities: Facilitate upsell and cross-sell campaigns by triggering follow-up actions based on purchased products.
  • Accurate Data Capture: Automatically update CRM records, ensuring customer information is always current and accurate.

Configuring the Trigger​

Follow these steps to set up the Order Form Submission trigger in your workflow:

Access Workflow Builder​

  1. Navigate to the Automation section in your Stack platform.
  2. Create a new workflow or select an existing one where you want to add the Order Form Submission trigger.

Add a New Trigger​

  • Click Add New Trigger and choose Order Form Submission from the list.

Naming Your Trigger​

  • Enter a descriptive name like “Order Form Submitted for John's Live Workshop”.

Setting Filters (Optional)​

Refine the conditions under which the workflow activates:

  • In Funnel/Website: Select the specific funnel or website where the order form is located. You can also choose a specific page and product.
  • Submission Type: Activate the workflow based on the type of order form submission:
    • Bump: Triggered when a customer purchases an add-on product during checkout.
    • Opt-In: Triggered when a customer fills out contact info but doesn’t complete the order. Ideal for abandoned cart workflows.
    • Sale: Triggered upon successful purchase completion. Perfect for order confirmations and post-purchase follow-ups.
    • Upsell: Triggered when a customer accepts an upsell offer post-purchase. Useful for managing upsell campaigns.

Finalizing and Activating the Workflow​

  • Once filters are set, click Save to finalize the trigger setup.
  • Test the workflow by setting the funnel to test mode and using dummy details to simulate an order submission.
  • After successful testing, enable the Publish toggle to activate the workflow.

Use Cases​

Here are some scenarios where this trigger can be beneficial:

  1. Order Confirmation and CRM Update

    • Scenario: Automatically send an order confirmation email and update the customer’s CRM record upon purchase.
    • Outcome: Sends a confirmation email, updates CRM with order details, and tags the customer for future marketing.

  2. Abandoned Cart Recovery

    • Scenario: Follow up with customers who filled out contact info but didn’t complete the order.
    • Outcome: Sends a reminder email with an incentive to complete the purchase.

  3. Post-Purchase Upsell Campaign

    • Scenario: Offer an upsell immediately after a purchase to maximize sales.
    • Outcome: Sends an email with an upsell product offer and a limited-time discount.

  4. Internal Notification for High-Value Purchases

    • Scenario: Notify the sales team when a customer buys a high-ticket product.
    • Outcome: Sends an internal notification prompting timely follow-up.

  5. Upsell and Bump Offer Tracking

    • Scenario: Track the effectiveness of upsells and bump offers during checkout.
    • Outcome: Logs upsell or bump offer acceptance in CRM and sends a follow-up email.

Frequently Asked Questions​

Q: Can I trigger multiple workflows for different submission types within the same funnel?

Yes, you can set up separate workflows for each submission type (Opt-In, Sale, Upsell, Bump) using specific filters.

Q: How can I handle abandoned carts using this trigger?

Use the Opt-In submission type filter to target customers who didn’t complete their purchase. Create a workflow to send reminder emails or offer discounts.

Q: Is it possible to track upsell conversions separately from main sales?

Yes, use the Upsell submission type filter to create a dedicated workflow for tracking and analyzing upsell conversions.

Q: How do I test the workflow before publishing it?

Set the funnel to test mode and use dummy card details to simulate an order form submission, verifying the workflow functions correctly.

Q: Can I send different confirmation emails based on the product purchased?

Absolutely. Use the Product Is filter to create separate workflows for different products and customize the confirmation emails accordingly.