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Rochelle Yoshida
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    Automation After an Order Form is Submitted

    What happens after your prospect fills out the order form and clicks Submit? With ONTRAPORT you can automate order fulfillment for sucessful transactions, follow up for failed transaction, and continuing contact nurturing after the sale.

     

    Navigate to Form Settings
    1. Click on the Order Form Block from the Palette or by clicking Edit in the Order Form block from the Canvas.
    2. If the block has multiple elements (e.g. text, form), you may need to click once more on the Form element.
    3. Click on Form Settings.



    Set your Opt-in Settings

    Opt-in settings determine whether a user must confirm that they want to be added to your database.

    Single Opt-in is when a visitor fills out the form and clicks the submit button, they're added to your database and receive your emails with no further action required. This is the most common opt-in option for Order Forms.

    Form settings are defaulted to this option. Once selected, choose the page that the visitor will see after filling out the ONTRAform in the Send contacts here section by selecting one of the following:

    • Default thank you page
    • Landing Page (ONTRApage)
    • Pop ONTRAform Lightbox
    • Custom URL (e.g.

    Double Opt-in required is when a visitor needs to confirm their sign up. They are sent a confirmation email where they must click a link to confirm their desire to receive emails from you. This is typically not recommended for Order Forms.

    1. Select your Confirmation Email: Use the pulldown menu to select the desired confirmation email. If you'd like to create a custom confirmation email, click here for instructions.

    2. Set the page visitors see after filling out the form: This page advises the visitor that they need to check their inbox and click the confirmation link to receive further communication from you.

    3. Under the "On submit, send visitors to the following page" section, select the confirmation page visitors will see once they fill out the form while waiting for the email with the confirmation link. Choose from the following options:

      • Default Confirmation Page
      • Landing Page
      • Custom URL

    4. Send contacts who already opted-in to a different page: Mark this checkbox to create a smoother experience for those who have already opted-in to your database instead of misleading them into thinking they need to check their inbox again for a confirmation email.

    5. Send Contacts here: New contacts are directed to this page after clicking the link in the confirmation email or if the "Send contact who are already opted-in to a different page" checkbox is marked. Choose from the following options:

      • Default Confirmation Page
      • Landing Page
      • Pop ONTRAform Lightbox
      • Custom URL

      double opt in settings

    Double Opt-in Optional is when a visitor fills out the form and clicks the submit button, they're added to your database and receive your emails. The contact is also sent a second email to click the link in the confirmation email. Follow the setup instructions above for Double Opt-in required.

     

    Adding Purchasers to a Fulfillment Campaign

    Ensure you have automation setup in your Campaign in either of these two ways:

    Recommended: Add a Goal for the Purchase of the Product

    1. Navigate to Contacts > Campaigns

    2. Create a new Campaign or open an existing one related to your Order Form

    3. Add a new Goal element or modify an existing one.



    4. Click the Goal Element to create a new Goal.

    5. In the Goal, select "Purchases Product". Use the dropdown to select the product being sold.

    6. Adjust the Settings including:

      • Which Contacts can achieve this goal (choose any Contact)

      • If a goal is activated and the contact is already on this campaign map (choose Move the contact here and remove them from elsewhere on the map.)

      • If the goal can only be activated once per Contact (normally you would leave this unchecked so that each time a purchase is made the customer receives the fulfillment steps you will be adding under this Goal). 




      • Click Done in the Goal Settings panel.

      • Add other elements by clicking "what happens next" below the goal to create a fulfillment list, send an email with a link to the digital content, create a task for your staff to follow up, etc. 
    Add a Trigger for the Form Fill Out
    1. Create a new Campaign or open an existing one related to your ONTRAform. 
    2. Add a new Trigger or modify the one related to your ONTRAform. 
    3. In the Trigger, select "Fills Out Form" and select the form from the drop down.
    4. Adjust Settings
      Which Contact can activate this trigger
      If trigger is activated and the Contact is already on this campaign map
      Trigger can only be activated once per Contact
    5. Add elements by clicking "what happens next" to your campaign map to deliver your product such as send an email, granting access to a membership site, or a task to call and welcome the new customer. 
    6. Failed Card Management (optional): You may also wish to add another Trigger and select "fails" and add actions to your campaign map to communicate with customers who have transactions that do not go through successfully. 

    OR

    Not recommended:Add to a Campaign under the Manage Form Fills section under Form Settings.

    Click on the Order Form Block from the Palette or by clicking Edit in the Order Form block from the Canvas. If the block has multiple elements (e.g. text, form), you may need to click once more on the Form element.

    Click on Form Settings. Under the manage form fills area, select the Campaign to add Contacts to upon form fillout.

     

    Other Resources

    ONTRAforms Basics

    Selling Products and Leveraging Upsell Opportunities

    Publishing Your ONTRAforms

    Articles in this section

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