Before You Dive In
This article is one step from our Master Help Guide: All About Forms. We recommend starting with the visual walkthrough video and examples inside the Master Help Guide before diving into the technical breakdown below.
Each Master Help Guide acts as your project plan – teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.
This guide is perfect if you want to:
Automatically add specific tags to contacts based on how they answer your form questions
Send different confirmation emails depending on a client’s response
Create targeted email marketing campaigns from form responses
Build multiple workflow branches for different options in a single form
Segment your contacts into smart lists for easier communication and follow-up
How to Set Up Workflows for Forms
In Ivorey™, you can create specific automations based on your form responses. Using Workflows, you can automatically assign tags depending on their answers, send tailored confirmation emails, and segment your contacts into smart lists for targeted communication. After this, you’ll be able to use forms not just to collect information, but to streamline your marketing and client processes.
Note: When you have created a form that has a question where people can tick/select their answer/option, and you want to create a specific set of automations/actions depending on what they selected in your form, you will need to create a workflow using the action 'if/else' action.
This allows you to create separate branches within the same workflow, where you will be able to add your contacts to a specific email sequence, or add tags to their contact profile, based on what they answered or selected when submitting your form.
Click here for the written steps
Click here for the written steps
From the Ivorey™ main menu, go to Workflows > then click [+ Create Workflow] > and select [+ Start from Scratch]
Rename your workflow (e.g. your form name: submitted), at the top of the page > click on [+ Add New Trigger] > select [Form Submitted] > then click [+ Add Filters]
From the first drop-down menu, select 'Form is'
From the second drop-down menu, select your customised form
Click [Save Trigger], at the bottom right
Click the [+] icon under your trigger > search for and select the [if/else] action, to create your first branch:
From the first drop-down menu, select [Contact Details] > then scroll through the list to find the question you created in your form, where people can select their option/answer
From the second drop-down menu, select [is]
From the third drop-down menu, select the first answer/option to the question
Rename this branch to match the answer, for easy differentiation
Click the [+Add Branch] button
Repeat this step, selecting your next answer/option, until you have created a branch for each one.
Note: The if/else condition will always add a branch for when none of the conditions are met.
Now you can begin building the specific actions and automations you want to trigger, under each branch or answer selected. Here are some examples of actions you might want to use:
Add Tag - if you want to tag contacts who submitted a form, or specifically based on their branch
Send Internal Notification - if you want to be notified of the form submission
Add Task - if you want to create a task for yourself or your team member to review and respond to the submission
Send Email - if you want to send a confirmation email once someone submits a form, or a tailored email based on their answers
Note: If you have automations/actions that you want to trigger for everyone that submits your form, regardless of their branch, you will need to add these above the if/else condition in the workflow.
When you have finished building your workflow, toggle it to [Publish], at the top right of your screen > and click the [Save] button
Complete a test form submission to test if your workflow fired correctly > check the [Execution Logs] tab to see if there were any errors
Next Steps
If you’ve completed the steps above, head back to the Master Help Guide on Forms to move onto the next phase.
Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.
Need Help?
Hit the support chat widget inside Ivorey™ - we can:
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍