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How do I convert a Form Auto Responder into a Drip campaign?

How do I convert a Form Auto Responder into a Drip campaign?



Webpage form completions can be set as the starting step for an ActiveDEMAND campaign

Click Automation

Automation


Click AutoResponder

AutoResponder


Search for the form name or landing page URL

Search for the form name or landing page URL


Click here to edit the form

Click here to edit the form


Click the pencil to edit the autoresponder

Click the pencil to edit the autoresponder


Click on 'Auto Responder'

Click on 'Auto Responder'


Click on the pencil to edit the workflow properties

Click on the pencil to edit the workflow properties


Click on 'Convert to Drip Campaign'


Click on 'Convert to Drip Campaign'



What will happen after someone submits a form on your website is controlled in the Form's [Auto Responder] tab. ActiveDEMAND allows you to create custom Auto Responder workflows for each form:


AutoResponder


Although there are different workflow Decisions and Actions available for building an Auto Responder, it is not intended to be used instead of a Nurture campaign.

ActiveDEMAND doesn't provide reporting on Form Auto Responder emails or activities. To collect data on the behaviour of your prospects after a form submission you should create a Drip Campaign, triggered by "Form Submitted" in Automation=>Campaigns:


Create Campaign


If you already have a complicated workflow set in the Form Auto Responder, you can convert it into a Drip Campaign.


Step 1: In the Form Autoresponder tab click the pencil icon:


Click the pencil icon


Step 2: Click the "CONVERT TO DRIP CAMPAIGN" button. You don't need to change the Name of the workflow or add any Description:


Click Convert to drip campaign


Step 3: When confirming the Campaign creation, you will be directed to the Drip that you can edit:


Confirm campaign creation


The original Form Autoresponder will not exist. It will be turned into a basic scheme with no Email Templates attached to it.

Updated on: 04/11/2022

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