Picture this, you have just made a form to gather information on any patients who may be interested in a new service you want to start offering in the office. Anyone who takes the time to fill out the survey, will want to be kept in the loop as far as the office providing additional details, potential discounts or specials, and maybe even a soft launch of a customized scheduler to get them on the books! Instead of sending manual messages, which can be time-consuming, why not have a campaign trigger once the form is submitted?
How to Setup a Campaign to Trigger:
Go to the FORMS Tab > SHOW FORMS page.
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2. Next, click on the Form you would like to trigger a Campaign!
3. Scroll down to the Submission Settings section. Flip the switch next to campaigns and select the campaign you wish to START upon form completion.
4. Scroll to the bottom of the page and click SAVE.