Hello and welcome back!


In this video, I'm going to be walking you through creating an automation that fires when someone submits a form with a custom field. I'm going to walk you through the process of building this from scratch.


In a previous example, I showed you how to create an automation whenever someone submits a form. Now, we're going to step it just a little bit.


Let's dive in.


SCENARIO

Let's pretend that you have a business that focuses on teaching classes for kids, and adults. Now, imagine on your business website you have a form on your website that asks whether someone is interested in adult classes, kids classes, or both. When someone submits the form, I want to send them different messages depending on which classes they are interested in.


To start, the first thing we need to create is our automation sentence.


Here's what I came up with for this example:


AUTOMATION SENTENCE

When a contact submits a form, the automation needs to check which option the contact picked when they answered the question "Which class are you interested in?". If they picked "kids classes", I want to send that person a message saying "Thank you for your interest in our KID classes. What is the name and age of your kid?". If the person picked "adult classes", I want to send a message that says "Thank you for your interest in our ADULT classes. Have you ever taken classes before?". If someone picks "Both kids and adult classes", I want to send them a message saying "Thank you for your interest in our KID AND ADULT classes. Let's talk about the kid's classes first. So that I know how to help you, what is the name and age of your kid?".


I said we were going to step it up a bit!


SPECIFICATIONS

I want people to receive the same messages every time they submit this form.


I also don't care if people fill out this form in the middle of the night. I still want them to receive the messages right away.


Let's begin building this.


NAME THE AUTOMATION

The first thing we need to do is name the automation.


We're going to name this automation "New Class Inquiry Form Submitted", then I need to click save.


TRIGGER

Next, we add the trigger that causes the automation to start.


Because in my automation sentence, I specify that I want the automation to start when a contact submits a form, I'm going to pick the "Form submitted" trigger.


Now, I need to specify which form is going to cause the automation to start when submitted. If I don't pick the form, then this automation will fire anytime anyone submits ANY form, which wouldn't be good.


This is why you want to be careful when creating automations. It is super easy to pick the wrong thing and break things.


I'm going to pick a random form I created for this example.


If you want to learn how to create a form, there's another training that walks you through how to create StudioHub forms. I would recommend watching that one after you finish watching this training if you haven't done so already.

I'll add the link to that training below this video: {{TRAINING URL}}



ACTION STEPS


Now let's add the action steps.


Make sure that you save each step as you start building.


  • If / Else - Create 3 branches. Branch 1 - When the custom field is "Kids classes". Branch 2 - When the custom field is "Adult Classes". Branch 3 when the custom field is "Both Kids and Adults Classes". Name Branch 1: "Kids". Name Branch 2 "Adults". Name branch 3 "Kids and Adults". Name the Action step: "Which class are they interested in?"
  • Under Branch 1 ("Kids")
    • Send SMS - "Thank you for your interest in our KID classes. What is the name and age of your kid?"
  • Under Branch 2 ("Adults")
    • Send SMS - "Thank you for your interest in our ADULT classes. Have you ever taken classes before?"
  • Under Branch 3 ("Kids and Adults")
    • Send SMS - "Thank you for your interest in our KID AND ADULT classes. Let's talk about the kid's classes first. So that I know how to help you, what is the name and age of your kid?"



SETTINGS

I mentioned at the beginning of this video that I want people to receive the automated messages every time they submit the form, which means that I have to keep "allow re-entry" turned on.


Also, I'm not going to touch timing settings because I want people to receive the automated messages, even if they fill out the form in the middle of the night.


LAST STEP

Turn the automation on.

Save the workflow.




CONCLUSION

AND.... DONE!


That's it! This automation will fire anytime someone submits your form, and will send out different automation depending on what option they picked inside the form.


Because we have the "Allow re-entry" on, this automation will fire even if it's the same contact submitting the form.


That concludes this automation example.


Let's go to the next one.


See you in the next video!