Automation With Form Submissions

"Automation" is an automatic workflow completed by Oncord, which can be triggered by a form submission.

Popular uses include: 

• Adding contacts to specific groups after they submit a form.
• Sending automatic welcome e-mails to customers after they submit a form.

In order for a form to trigger Automation, within the "On Submission Settings" for the form, the option "Record form submissions in Dashboard" must be selected. Review the instructions above to configure this setting. 

You must also run a test submission of your form before configuring an automation, which will register the form within the system. 

For more details about how to setup Automated workflows, please refer to our help article on Marketing Automation.

Note: You need to have Marketing Feature enabled in your Oncord plan, changing your plan is a simple and instant process. Please read our help article on Changing Your Oncord Plan.