Form Response Handling and Follow-Up
Submitted forms are analyzed and then processed according to form rules. Form rules initiate follow-up actions depending on the values found in the form’s fields. Learn more about forms and form rules.
Notes
- Form rules are applied when the published form is submitted.
- Define conditions. (Comparisons of values in the submitted fields against values you have specified for use in those comparisons.)
- Trigger follow-up actions and responses when the specified conditions are met.
Form Response Follow-Up
Triggered Actions
A form rule can trigger one or more of the following actions.
- Personal Contact – Notify personnel within your organization to initiate a personal follow-up.
- Follow-Up Campaigns – Continue communication by launching follow-up campaign based on submission of form-responder’s data. (“closed-loop communication”)
- Automatic Data Entry – Adding responder data from submitted form to data tables.
Triggered Responses
A form rule can also trigger one of the following responses.
- Open Website – Direct recipient’s browser to form-specified web page.
- Automated Acknowledgments – Display a personalized acknowledgment. Example: Order-confirmation form, or “Thank You” response.