Welcome after user submits an integrated form

Increase the number of contacts subscribed to your newsletter by taking advantage of page visits, via a web form integrated with Connectif.

In this article, you'll learn how to create acquisition strategy for integrated web forms.


Objective: Acquisition.
Difficulty: Beginner.
When to use it: In acquisition campaigns. 


This strategy is part of our pool of templates. To implement it in your account, access your Connectif account, go to “Workflows Create new workflow”, go to the Create from template section, enter the name of the workflow in the search engine (Welcome after user submits an integrated form), click Select and Create.


How it works

To create this strategy, we will configure a node to detect the submission of an integrated subscription form on the websitewe. 
After submitting the form, users will be shown a confirmation popup and a welcome email will be sent to them.

Bienvenida tras enviar un formulario integrado-min.png


Workflow configuration


Before configuring your workflow, create the following elements:
— A popup, to show the ‘welcome to the newsletter’ message.
— An email, to send the welcome email.

STEP 1. "Start" node

(This node will set the target audience for the action).

1. Click (Edit node settings) for the “Start” node.

2. Under Select limitation, check "All my list".

3. Under Select data source, check “All existing and new”.

4. Click Update

Bienvenida tras enviar un formulario integrado inicio-min.png


STEP 2. “On form submission” node

(This node will detect the exact moment the integrated form is submitted).

5. Click (Edit node settings) in the “On form submission” node.

6. Click on A specific form.

7. Next, select the form you want the workflow to react to. In this case, the form shown in the inline content.

8. Click Limitations and uncheck the "Deactivate after triggering" box.

9. In Temporarily disable after event, add a limitation of “1Day.

10. Click Update.

Bienvenida tras enviar un formulario integrado al enviar formulario-min.png


STEP 3. “Set field” node

(This node will record the information obtained from the form in the contact's profile).

11. Click (Edit node settings) for the “Set field” node.

12. Drag the "Name" field from "On form submission" to the block on the left, so that it matches the custom field “Name” (which appears in the block on the right).

13. Under Operator, select "Assign".

14. Click Update.

Bienvenida tras enviar un formulario integrado establecer campo-min.png


STEP 4. Nodo Enviar contenido web

(This node will send a popup to confirm the contact's submission of the integrated form).

15. Click (Edit node settings) in the “Send web content” node.

16. Select the corresponding Popup content and click Next .

17. In the Variables step, link any variables there may be.

18. Click Complete .

Bienvenida tras enviar un formulario integrado enviar contenido web-min.png


If you want to learn more about Popup web content, click here.


STEP 5. “Send email” node

(This node will send the email with the welcome to the newsletter message).

19. Click (Edit node settings) in the “Send email” node.

20. Under Limitations, uncheck the "Limit per contact" box.

21. In Settings, select the email you want to send and click Next .

22. In the Send to section, select "Contact".

23. Indicate the "Newsletter" type of email.

24. Configure the parameters section of "Send to contact".

25. Under Google Analytics, click "Enable Google Analytics" then Next .

26. Click Complete .

Bienvenida tras enviar un formulario integrado enviar email-min.png




Your workflow for welcoming subscribed contacts via an integrated form is now ready.


Do you have questions?
Don’t forget, our Connectif specialists are here to help you. To contact them, just open a Support ticket by clicking the blue “Help” button on your dashboard.


Keep learning!

To make the most of your Connectif account, we recommend reading these articles next:

Cet article vous a-t-il été utile ?
Utilisateurs qui ont trouvé cela utile : 0 sur 0