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    Automation After an ONTRApages Smart Form is Submitted

    Automating Your Response

    What happens when your prospect clicks the Submit button on your opt-in form? With ONTRAPORT you can automate almost any interaction, from welcoming them with an email or SMS text to granting them membership in a WordPress site

    We recommend adding the new Contact to a Campaign to engage them immediately. Here are the methods you can use.

     

    Navigate to your Form Settings
    1. Click on the Smart Form Block from the Palette or by click Edit in the 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.

    2. 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. To learn detailed information about opt-in settings, see this article.

    Single Opt-in: 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.

    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.

    1. Select your Confirmation Email: Use the pulldown menu to select the desired confirmation email.

    2. Set the page visitors see after filling out the form: Select the confirmation page visitors will see once they fill out the form while waiting for the email with the confirmation link.

    3. Send contacts who already opted-in to a different page: Mark this checkbox 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.

    4. 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.

    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 the Contacts to a Campaign

    There are three ways you can add automate what happens after a Smart Form fill out.

    Recommended: Add a Trigger in your Campaign for Contact fills out form:
    1. Navigate to Campaigns.

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

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



    4. Click the + Add Trigger button.

    5. Select "Contact Submits a Form" for the Trigger. Use the dropdown to select the Smart Form you created.




    6. Adjust the Settings including:

      • Which Contacts can activate this trigger (most often this will be Any Contact in account)

      • If a trigger is activated and the contact is already on this campaign map (many choose add here again when triggered)

      • If the trigger can only be activated once per Contact (only select this checkbox if the form fillout should be limited to the first time the form is filled out). 



    7. Click Done in the Goal Settings panel.

    8. Add other elements by clicking "what happens next" below the Trigger to communicate with those who have filled out your form (e.g., send an email or an sms message)

    Alternate Recommended Method: Add a Goal for Contact fills out form

    1. Navigate to Contacts > Campaigns

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

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



    4. Click the + Add Goal button.

    5. In the Goal, select "Contact Submits a Form". Use the dropdown to select the Smart Form you created.



    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)

      • If the goal can only be activated once per Contact (check this checkbox if the Campaign should be limited to the first time the form is filled out). 




      • Click Done in the Goal Settings panel.

      • Add other elements by clicking "what happens next" below the goal to communicate with those who have filled out your form (e.g., send an email or an sms message).

    Not Recommended: Add to a Campaign under the Manage Form Fills in Form Settings. We strongly recommend adding all automation to the Campaign map directly so you can easily see all pieces of your funnel in one place.

    1. Click on the Smart Form Block from the Palette or by clicking Edit in the Smart 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.

    2. Click on Form Settings. Under the Manage Form Fills area, select + Add to Campaign and select the Campaign from the drop down.

     

    Other Resources

    ONTRApages Basics:

    Selling Products and Leveraging Upsell Opportunities

    Publishing Your ONTRApages

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