Form Actions

Actions provide additional functionality to a form, when it is submitted. Sending automatic emails individually personalised to your website visitor, triggered by an action, could help to boost your customer response rates and encourage conversions.

They can be added to either the Form as a whole or for individual elements. Actions can run on every form submit or in response to values entered into particular fields.

On this page:

Actions Overview

All actions, whether created at a form or element level, will be listed within the Actions tab. The 'Element' column displays either which element the action is associated with, or if the element will trigger on the form submit.

Creating an Action

To create an action, you first need to decide whether it is a form level action or element level. Only basic and advanced elements can have actions applied to them.

  • Form Level: Click on the 'Actions' tab, visible when on the Form Overview
  • Element Level: Click on an element from the Form Elements table, and then select the 'Actions' tab from there.

Once on the correct page, press the create action button and select from the list of actions.

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

Types of Action

Actions involve adding and removing from lists, sending campaigns and adding to programs.

List Actions

You can add or remove a contact from a List.

Once you have clicked either action, you will just need to select the list that you wish to apply the action to and click save.

Unsub List Actions

You can add or remove a contact from an Unsub List.

Once you have clicked either action, select the Unsub list that you wish to apply the action to and click Save.

Campaign Action

The 'Send campaign' action allows you to select a campaign to send automatically, in response to submitting a form.

Select the campaign you want to assign to the form and click save. This action will then occur upon submitting the form.

Note: The campaign must be published and be using the same Core Table as the Form to send upon submitting.

Notification Actions

You can choose to send a text campaign ('Send Notification') or a HTML campaign ('Send Notification Campaign') to specified email addresses. Either can be used to inform relevant colleagues of results or monitor common and popular data inputs.

Send Notification

You can notify a single email address, multiple addresses, another Adestra user or user group. This must be specified using the 'Send to' drop-down menu and entering or selecting the relevant contacts. A subject line is also required before saving the action.

Send Notification Campaign

Using the 'Send Notification Campaign' action, allows you to customise and send a more attractive notification to suppliers.

Select the campaign and then provide a maximum of 6 email addresses, line separated.

Program Action

Using the Add to Program action, you can add a form user to an automation program.

Once you've clicked the action, select the desired program to add contacts to.

Form Level Actions

Applying actions at Form level means the action is performed when the form is submitted.

To add the actions at form level click the Actions tab, and then select the desired actions.

More details about configuring these actions is explained in the Types of Action section in this topic.

Element Level Actions

Actions can also be added to individual basic and advanced elements to trigger a response from an the individual element, rather than the entire form.

This allows you to use the specific information entered to trigger a variety of responses, which could help to boost customer response rates.

To add an action to an element, click on the element label within the overview list and you will then be able to select its own 'Actions' tab. The process from this point is the same as described in the Types of Action section in this topic.

Adding Conditions

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

Text Input Conditions

If adding an action to a text input element, you will be asked to choose a condition type. After clicking 'Select Condition' a pop-up is displayed, where you can choose from the following conditions:

  • 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

You will then be asked to add a Condition Value, which is what the Condition Type will check against.

Checkbox Conditions

If an action is being added to a checkbox element, you will need to decide whether the action occurs based on the element being checked or unchecked.

Radio Conditions

An action on a radio button will ask you to identify the response value which will trigger it, you can select it from a drop down which will display all possible radio button responses.

FAQ

Can I add an action to a static element?

No, actions cannot be applied to static elements as this element type does not require interaction from users.

Why isn't an action working?

It could be that a conflict between your actions has formed. Actions trigger in the order you create them. And element level actions trigger before form level ones. For example:

If you were to add the 'Send campaign' action first, 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.