Setting up an effective automation sequence often begins with the creation of an intuitive and responsive form. With the synergy between the Designer and CRM in every Red OnX website, initiating automation becomes a seamless experience, enhancing user engagement and optimizing operational workflows.
The combination of forms and automations can be incredibly powerful in driving specific actions, enriching data, and enhancing user experiences.
Check our some examples or jump to the instructions.
1. Event Registration:
Form: A multi-field form that collects information like attendee name, email address, dietary preferences, and any workshop preferences.
Automation: Once the form is submitted:
- Add the attendee to an ‘Event Attendees’ list in your CRM.
- Send an automated email confirmation with event details.
- A week before the event, trigger an automated reminder email.
- After the event, send out a feedback survey.
2. Online Course Enrollment:
Form: A registration form for an online course, collecting details like name, email, and preferred course date.
Automation:
- Enroll the student into the course and add to a ‘Students’ list.
- Send a series of onboarding emails introducing the course materials, schedule, and other relevant information.
- Upon course completion, automatically send a certificate of completion.
3. Customer Feedback:
Form: A feedback form asking customers about their recent purchase experience.
Automation:
- Based on feedback, tag the customer as ‘Satisfied’ or ‘Dissatisfied’.
- Send a thank-you email to satisfied customers with a discount code for their next purchase.
- For dissatisfied customers, trigger a follow-up email asking for detailed feedback and offering assistance.
4. Newsletter Sign-up:
Form: A simple form on the website footer collecting email addresses of those interested in newsletters.
Automation:
- Add the subscriber to a ‘Newsletter List’.
- Send a welcome email introducing your brand and setting expectations for the newsletter frequency and content.
- Periodically send curated content or company updates.
5. Lead Generation for Services:
Form: A form on a service page where businesses can inquire about a particular service.
Automation:
- Add the lead to a ‘Service Inquiry’ list.
- Automatically assign the lead to a sales team member.
- Trigger a series of nurturing emails detailing the service’s benefits and case studies.
Instructions
This guide will walk you through the crucial steps of creating a form within the Designer and integrating it with the CRM’s robust automation capabilities.
To view detailed instructions click here.
- Creating a New Tag in the CRM:
- Navigate to your CRM dashboard on the left side menu.
- From the CRM dashboard, click on “Contacts” at the top.
- Select “Tags” from the dropdown menu.
- Click the “Add New” button.
- Enter a name for the tag and, optionally, provide a description.
- Click “Save” to create the tag.
- Creating a Form in the Designer:
- From the left side menu, go to Manage Site and the Pages.
- Select the page you wish to edit.
- Click on ‘Edit with Designer.
- In the Designer editor, drag the “Form” widget to your desired location.
- Customize the form by adding necessary fields such as text, email, etc.
- Rearrange fields, adjust aesthetics, and assign a recognizable name to your form for easier identification.
- Implementing reCAPTCHA v3:
- Enhance security by adding the reCAPTCHA field to your form.
- Opt for “reCAPTCHA v3” for background user verification without any manual interaction.
- Configuring Actions After Form Submission:
- Define actions after a user submits the form, like sending emails or redirecting to a specific URL.
- For CRM integration, choose the “Email Marketing” action.
- Setting Up Email Marketing Action:
- Ensure correct field mapping, aligning the form fields with the CRM.
- Select the email list(s) and tags in your CRM to classify form submissions.
- Adjust settings like “Double Opt-in” to manage subscription processes.
- Using Tags and Automations in the CRM:
- Assign specific tags to contacts, allowing segmentation and personalized communication.
- Use the CRM’s automation capabilities to trigger actions based on tags, such as sending targeted emails or granting content access.
By combining the capabilities of forms with dynamic automation features, you set the stage for enhanced user experiences, streamlined operations, and the achievement of specific business objectives.
Adjusting sequences based on feedback and performance metrics, along with testing configurations, ensures optimal efficiency, effectiveness, and a smooth user experience.
Always ensure to test your configurations before making them live to guarantee a smooth and responsive user experience.
