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.

Learn more