📖
Knowledge Base Main
  • Things To Know
  • Onboarding Checklist
  • Video Quick Links
  • Merge Fields (Custom Values)
  • Dashboard
  • 📑CONVERSATIONS
    • Quick Filter
    • Sending Messages
      • Sending Emails
      • Sending SMS
      • Sending Facebook Messages
      • Sending Google My Business Messages
      • Send Quick Payment Link
    • Contact Details
      • Do Not Disturb
  • Manual Actions
  • Templates
    • Add Text Template
    • Add Email Template
  • Trigger Links
    • Links
    • Analyze
  • 🗓️Calendars
    • Calendar Color Codes
  • Appointments
    • Schedule New Appointment
  • Calendar Settings
    • Creating New Calendars
      • Round Robin Booking
      • Event Booking
      • Collective Booking (Coming soon)
    • Groups
    • Calendar Preferences
    • Calendar Availability
    • Connections
  • CONTACTS
  • Smart Lists
    • Smart List Quick Action Buttons
      • Add Contact
      • Pipeline Change
      • Add To Workflow
      • Send SMS
      • Send Email
      • Add Tag
      • Remove Tag
      • Delete Contact
      • Send Review Request
      • Export Contacts
      • Import Contacts
      • Merge Contacts
    • Smart Lists Filters
    • Manually Import Facebook Leads Into a Workflow
  • Contact Details
    • Contact Details - Messages Panel
    • Contact Details - Information Panel
  • Contact Requests
  • Bulk Actions
  • Restore
  • Tasks
  • Company
  • Manage Smart Lists
  • 🔔Opportunities
    • Filter Opportunities
    • Create New Opportunities
  • Pipelines
  • 💸Payments
    • Invoices
      • Creating New Invoice
      • Recurring Templates
  • Orders
  • Subscriptions
  • Transactions
  • Coupons
    • Creating New Coupons
  • Products
    • Importing Stripe Products
    • Creating New Products
  • Tax Settings
  • Integrations
  • 📣MARKETING
  • Social Planner
    • Connecting Social Accounts
      • Connecting Facebook Pages (Social Posting)
      • Connecting Instagram (Social Planner)
      • Connecting Google My Business (Social Posting)
      • Connecting LinkedIn Profile & Page (Social Posting)
      • Connecting Twitter account (Social Posting)
      • Connecting TikTok (Social Posting)
    • Publishing Social Posts
    • Troubleshooting Social Media Planner
      • Facebook Pages Not Showing
      • Facebook Post Failed to Publish
  • Emails
    • Campaigns
      • Sending Email Campaigns
    • A/B Test Email Campaign
    • Template
      • Email "Edit" Section
        • Text Element
        • Image Element
        • Button Element
        • Divider Element
        • Footer Element
        • Social Element
        • Code Element
        • Video Element
        • Shopping Cart Element
        • RSS Header & RSS Items Elements
        • Email Layouts
        • Appearance Tab
      • Email "Settings" Section
      • Email "Send or Schedule" Section
    • Ways To Avoid The Spam Folder When Emailing
    • Email Services
      • Connecting Google Email Services
      • Connecting Sendgrid to Email Services
      • Connecting "Other" SMTP Email Services
      • Connecting GoDaddy MX Records
      • Cloudflare MX Records
      • Namecheap MX Records
    • Gmail 2-way Sync
  • Templates
  • Trigger Links
    • Analyze
  • Affiliate Manager
    • Campaign
    • Affiliate
    • Payout
  • 🤖Automation
  • Workflows
  • Create New Workflow
    • Actions Tab
    • Settings Tab
    • History Tab
    • Status Tab
  • Workflow Triggers
    • Appointment
      • Appointment Trigger
      • Customer Booked Appointment
    • Contact
      • Birthday Reminder
      • Contact Changed
      • Contact Created
      • Contact DND
      • Contact Tag
      • Custom Date Reminder
      • Note Added
      • Note Changed
      • Task Added
      • Task Reminder
    • Contact Actions
      • Customer Replied
      • Form Submitted
      • Order Form Submission
      • Order Submitted
      • Survey Submitted
      • Trigger Link Clicked
      • Twilio Validation Error
    • Events
      • Call Status
      • Email Events
    • Facebook
      • Facebook Lead Form Submitted
    • Membership
      • Category Completed
      • Membership New Signup
      • Offer Access Granted
      • Offer Access Removed
      • Product Access Granted
      • Product Access Removed
      • Product Completed
      • User Login
    • Opportunities
      • Opportunity Status Changed
      • Pipeline Stage Changed
      • Stale Opportunities
    • Payment Triggers
      • Invoice
    • Shopify Triggers
      • Abandoned Checkout
      • Order Placed
      • Order Fulfilled
    • Media
      • Video Tracking
    • Tiktok
      • TikTok Form Submitted
  • Workflow Actions Overview
    • External Communication Actions
      • Send Email
      • Send SMS
      • Call
      • Voicemail
      • Messenger
      • Instagram DM
      • Manual SMS
      • Manual Call
      • GMB Messaging
    • CRM Actions
      • Add Contact Tag
      • Remove Contact Tag
      • Add/Update Opportunity
      • Add To Notes
      • Assign To User
      • Remove Assigned User
      • Set Event Start Date
      • Add To Workflow
      • Remove From Workflow
      • Remove From All Workflows
      • Remove Opportunity
      • Send Internal Notification
      • Set Contact DND
      • Edit Conversation
      • Send Review Request
      • Stripe One Time Charge
      • Update Appointment Status
      • Add Task
      • Add To Google Analytics
      • Add To Google Adwords
      • Update Contact Field
      • Facebook - Add To Custom Audience
      • Facebook - Remove From Custom
      • Facebook Conversion API
    • Membership Actions
      • Membership Grant Offer
      • Membership Revoke Offer
    • Conditions and Workflow Actions
      • If / Else
      • Wait
      • Webhook
      • Go To
      • Math Operation
      • Goal Event
  • 🖥️SITES
  • Funnels & Websites
    • Funnels
      • Steps Tab
      • Stats Tab
      • Sales Tab
      • Settings Tab
    • Websites
      • Pages
      • Stats
      • Sales
      • Settings
    • Adding Products To Funnels & Websites
    • Funnel/Website Builder
      • Overview and Settings
        • Manage Settings
      • Sections
      • Rows
      • Columns
      • Elements
        • Headline
        • Sub-Headline
        • Paragraph
        • Bullet List
        • Button
        • Form
        • Blog Post
        • Video
        • Image
        • FAQ
        • Custom JS/HTML
        • Survey
        • Calendar
        • Map
        • SVG
        • Reviews
        • Countdown
        • Minute Timer
        • Navigation Menu
        • Divider
        • Day Timer
        • Progress Bar
        • Image Feature
        • 2-Step Order Form
        • 1-Step Order
        • Order Confirmation
  • Blogs
    • Adding Blog Lists to Websites and Funnels
  • Memberships
    • Memberships - Dashboard
    • Memberships - Products
      • How to Build Product Course
    • Memberships - Offers
    • Membership Analytics
    • Memberships - Settings
  • Forms
    • Builder
      • Create & Edit Forms
        • Fields Tab
        • Styles Tab
        • Options Tab
    • Analyze
    • Submissions
  • Surveys
    • Builder
      • Create & Edit Surveys
        • Fields tab
        • Styles Tab
        • Option tab
    • Analyze
    • Submissions
  • Chat Widget
    • Chat Bubble
    • Widget Window
    • Acknowledgment Settings
  • Media
    • My Media
    • Backgrounds
    • Unsplash
    • Pixabay
  • URL Redirects
  • Domains
    • XML Sitemaps
  • ⭐REPUTATION
  • Overview
  • Requests
  • Reviews
  • Reputation Management
  • 📈REPORTING
  • Google Ads Reporting
  • Facebook Ads Reporting
  • Attribution Report
    • Conversion Report
    • Source Report
  • Call Reporting
    • Advanced Call Reporting Filters
  • Agent Reporting
    • Opportunities
    • Conversions
    • SMS
    • Email
    • Leaderboard
    • Call Metrics
    • Efficiency
  • Appointment Report
  • ⚙️SETTINGS
  • Business Profile
  • My Staff
    • Team Management
    • Teams
  • Pipelines
  • Phone Number
  • Profile
    • Notifications
      • Step 1: Team & Event Setup
      • Step 2: Calendar Availability
      • Step 3: Calendar Confirmation
  • Custom Fields
    • Creating New Custom Fields
  • Custom Values
    • Add Custom Value
  • Integrations
    • Google
      • Google My Business
    • Facebook & Instagram
      • Connecting Facebook & Instagram
    • Microsoft Outlook
    • Zoom Meetings
    • Facebook Form Fields Mapping
      • Map Fields
    • TikTok
    • Shopify
  • Tags
Powered by GitBook
On this page
  • Order Submitted Trigger
  • Order Submitted vs Order Form Submitted
  • All Filters
  • Submission Type
  1. Workflow Triggers
  2. Contact Actions

Order Submitted

PreviousOrder Form SubmissionNextSurvey Submitted

Last updated 2 years ago

Order Submitted Trigger

The Order Submitted trigger is a powerful new workflow trigger that allows businesses to upsell customers after they have submitted an order. This trigger works with both 1 Step and 2-Step order forms, allowing businesses the flexibility to customize their upsells based on the type of order form used or the types of products purchased.

The Order Submitted trigger is a powerful new workflow trigger that allows businesses to upsell customers after they have submitted an order. This trigger works with both 1 Step and 2-Step order forms, allowing businesses the flexibility to customize their upsells based on the type of order form used or the types of products purchased.

Note: Ensure that the 'Allow Multiple' Setting is toggled on in the Workflow Settings if you want it to fire off for the same contact for an Upsell, right after it fires off for them for a Primary Product's purchase. Try to avoid using the 'Wait steps' in this workflow, feel free to use them if you do not plan on selling Upsells or Bumps for the same product. For instance, If you put in a wait step (which came from the purchase of the Primary Product) the customer in the workflow, and they go ahead and purchase the upsell since they would still be held inside the workflow, the Upsell purchase will not let them enter the workflow a second time.

Order Submitted vs Order Form Submitted

The following are the most significant differences between the Order Submitted and the Order Form Submitted Workflow Triggers:

  • The trigger does not run multiple times on multiple product purchases. The trigger contains a single checkout object sending info only a single time upon an order form submission, Even if that one order session consists of buying multiple products.

  • Ability to filter the trigger directly on the basis of the global product/price. The existing trigger does not provide this functionality

  • Ability to use the Order-related custom values inside the workflow. This contains custom values related to customers, order details, coupon information, and payment gateway. Note: These Custom values will not show up in the custom values drop-down unless the Order Submitted Trigger is one of the workflow trigger steps.

  • Use conditions related to order details or product details in the If branches to direct the workflow based on the cart value/products purchased/funnel.

All Filters

No
Standard Fields
Operators
Selectable Items

1

Global Product

Is, Is not

Global Product Name

1a

Price

Is, Is not

Product Price

2

Order Source

Is, Is not

Order Form

2a

Submission Type

Is, Is not

Primary, Bump, Upsell

3

Funnel

Is, Is not

Funnel Names

3a

Page

Is, Is not

Page Inside Funnel

3b

Product

Is, Is not

Funnel Level Products

Submission Type

Primary - Filters if any primary product is purchased at the checkout on the order form.

Bump - Filters only if a bump product has been purchased on the order form. The trigger would not work if no bump product has been purchased.

Upsell - Filters only in case of upsell purchases. If the filter is set to upsell, the trigger would not run on an order form submission (purchase of a primary/bump product).