Adding Form Actions

Actions provide functionality to a form when it is submitted, e.g. sending automated, personalised emails to your website visitor.

Add actions at either the form level or to individual elements.

Note: actions are triggered in the order that they are created. Element level actions trigger before form level actions.

All actions, whether created at a form or element level, will be listed within the Actions tab.

Tip: the Element column of the actions table displays either the associated trigger element or if the action will trigger on form submission.

Creating form level actions

Apply actions at the form level if the action is to be performed when the form is submitted, regardless of the elements in the form.

  1. Open the form overview.

  2. Select the Actions tab.

  3. Select the desired action.

  4. Configure your action (configuration is dependent on the action type).

  5. Press the Save button.

Remember: element actions trigger before form level actions. Plan accordingly to avoid conflicts.

Example: if you were to add the Send campaign action and then Remove from unsub list, the contact would not be sent the campaign because, when the campaign launch process is initiated, they would still be on the unsub list.

Creating element level actions

Add actions to elements to trigger a response from an individual element.

Example: you add an action to each checkbox in your form. A customer checks a box to subscribe to a certain mailing list. When submitted, the form adds them to that list (in addition to any form level actions).

Note: only basic and advanced elements can have actions applied to them. Actions cannot be applied to static elements as this element type does not require interaction from users.

To add an action to an element:

  1. Select the element from the Form Elements table.

  2. Select the element's Actions tab.

  3. Select the desired action.

  4. Configure your action (configuration is dependent on the action type).

  5. Press the Save button.

Remember: element actions trigger before form level actions. Plan accordingly to avoid conflicts.

Applying action conditions

Some actions may require a condition when being applied. This will be compared to the value entered into the form and will trigger a response according to the that condition.

Text input conditions

  1. Use 'Select Condition' to open a pop-up and choose from:

    • Equals - the values match exactly.
    • Does Not Equal - any value other than the specified condition value.
    • Contains - requires a partial match .
    • Does not contain - the value does not contain the condition value.
    • Regexp - the value matches a pattern that you specified previously.

  2. Add a Condition Value, i.e. the text the Condition Type will check against.

Checkbox conditions

Select whether the action occurs based on the element being checked or unchecked.

Radio conditions

Select from a drop down the response value which will trigger the action.

Action types

Tip: use form validation, e.g. CAPTCHA, when using commands to trigger a send, unsubscribe, etc. to protect against bot-submission of forms and bot-triggered sends.

List actions

  • Add to list - select the desired list and press the Save button. Adds the contact to the selected list on form submission.

  • Remove from list - select the desired list and press the Save button. Removes the contact from the selected list on form submission.

Unsub list actions

  • Add to unsub list - select the desired list and press the Save button. Adds the contact to the selected list on form submission.

  • Remove from unsub list - select the desired list and press the Save button. Removes the contact from the selected list on form submission.

Campaign actions

  • Send campaign - select a campaign to send automatically and press the Save button. Sends the campaign to the contact on form submission.

Note: the campaign must use the same core table as the form and be published.

Notification actions

  • Send notification - sends a text-based notification email to assigned recipients on form submission.

    1. Use the Send to drop-down menu to enter or select the relevant recipients.

    2. Provide a subject line and press the Save button.

  • Send notification campaign - sends a HTML-based notification email to assigned recipients on form submission.

    1. Select a campaign.

    2. Provide a maximum of 6 line separated email addresses.

Program Action

  • Add to program - select the desired program and press the Save button. Adds the contact to the selected automation program on form submission.