Beacon

Workflow trigger: on form submission

Updated 2 months ago

help_outline Workflows are a Premium tier feature. If you'd like access to workflows to automate your processes, let us know.

Workflows allow you to automate many of the manual tasks you need to do each day.

The on form submission trigger allows you to run workflows each time a particular Beacon form is submitted.

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link Filters

You add filters to only run the workflow when the form submission meets particular criteria, based on the kinds of records created:

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For example, if you wanted to only trigger a workflow for donations through a donation form that were more than £100, you would add the following payment filter:

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For donation forms, you can also filter the workflow to only run for single or recurring donations:

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link Actions

Each time a form is submitted, what actions would you like to take? Currently it's possible to run the following actions when forms are submitted:

link Send email

You can send an email to any email address, passing in data from the form where appropriate. This is useful if you'd like to send notifications to people who aren't users of your Beacon database.

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You can send emails to a specific email address:

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Or to the emails listed in an email field on the records related to the form submission:

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link Export to Mailchimp

If you're have the Mailchimp app installed, you can use a workflow to automatically subscribe people who submit a Beacon form into one of your audiences.

This is particularly useful if you'd like to automate an email drip campaign to your supporters.

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link Export to dotmailer

If you have the dotmailer app installed, you can use a workflow to automatically create people who submit a Beacon form as contacts in your dotmailer account.

This is particularly useful if you'd like to automate an email drip campaign to your supporters.

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