A well-crafted form serves as a strategic tool to establish connections with potential clients and seamlessly convert prospects to clients!
About this Condition
Lead Form Completed
Find all contacts who have completed specific lead forms within a period of time. A lead form is an intake form that is created under the Marketing Center. Learn more about Lead Forms here.
Remember, clients must be opted in to marketing communications in order to receive an automation.
In this time frame
All time: Identify contacts who have completed the specified lead forms at any point in time.
Relative to today: Identify contacts who have completed the lead forms within a specified time frame relative to the current date.
More than or equal to
Within the last (and including)
Exactly
Around specific dates: Identify contacts who completed the lead forms within a specific date range.
On or before
On or after
Between (and including)
Use this Condition
Start with a Journey and Add an Audience by following these steps:
From the main navigation menu select Marketing Suite
Choose an existing Journey or add a new Journey
Select Add an Automation and complete the Create an Automation fields
Save
Select Build Custom Audience, then choose Create an Audience
Select Add Condition
Select the Condition: Lead Form Completed
Condition Basics
Send exactly x amount of days after a client completes the form
By choosing exactly 7 days ago the automation will send exactly 7 days after the form is completed.
Under Completed ANY of the following form(s), select Specific form(s)
Under In this time frame, choose Exactly and enter 7
Select Done
Send immediately after a client completes the form
Under Completed ANY of the following form(s), select Specific form(s)
Under In this time frame, choose Exactly and enter 0
Select Done
Personalization Through Layered Conditions
Add additional conditions to make the automation more personalized and learn how to use the Marketing Suite with these practical applications!
Lead Form Completion Follow-Up for New Prospects
By combining these two conditions the automation will send to clients who completed the Lead Form and who have never purchased any plan. In our example the automation will seven days after completing the lead form.
Contacts without a Plan: Never Owned Any Plan
Under Select a Plan, choose Any plan, including Intro Offers
Under Never owned or previously owned but lapsed, choose Plans Never Owned
Lead Form Completed
Under Completed ANY of the following form(s), select Specific form(s)
Under In this time frame, choose Exactly and enter 7
Lead Form Completion Follow-Up for Specific Plan Prospects
By combining these two conditions the automation will send to clients who completed the Lead Form and who have never purchased a specific plan. In our example the automation will seven days after completing the lead form.
Contacts without a Plan: Never Owned Specific Plans
Under Select a Plan, choose Restrict search to specific plans. Then, from the Check for any of the following drop-down, select one or more plans.
Under Never owned or previously owned but lapsed, choose Plans Never Owned
Lead Form Completed
Under Completed ANY of the following form(s), select Specific form(s)
Under In this time frame, choose Exactly and enter 7
