Conversion forms are the most flexible and focused method for triggering an Automation, they can be anything from a ‘Subscribe to our Newsletter’ form to a ‘Registration for a consultation’ or ‘Free product trial’.
Each one of these actions can trigger the sending of marketing information, sales team alerts or changes of the Contact’s stage or status.
Step 1. Choose a Conversion Form
Choose the Conversion Form you would like to add an Automation to from your list.
Select the ‘Automations’ tab. Then click ‘No time like the present’ to get started.
Step 2. Add an Automation
Add a name and description to help you find it again in the Automations section where it will be listed, once saved.
Step 3. Add Actions
Click the ‘Add’ button in the actions box to begin adding actions.
Select the type of action you would like to take, you can choose to:
- Send campaign (Choose from one of your Autoresponder campaigns)
- Issue notification (Send an email to a Jumplead user)
- Change stage (This is the Contact’s stage)
- Add contact tag (Use tags to group your Contacts into Lists)
If you choose to send an Autoresponder Campaign, you will then need to choose the campaign you wish to send.
If you choose to Issue a notification, you will then choose the Jumplead users you wish to inform.
And so on for changing the Contact’s Stage and adding a Tag.
Add as many Actions as you like, and when you are happy, click ‘Save’.