When a Client Completes a Form
When a Client Completes a Form runs when a client submits a form linked to their client record. Use it to thank them, send them a copy, alert your team or tag the client based on their answers.
Conditions
Conditions are optional. Click Add Condition, then pick a Field, an Operator and a value. Choose All (AND) or Any (OR) under Condition Type to decide whether every condition or just one must match.
| Condition | Operators | Values |
|---|---|---|
| Client Tags | includes any, does not include all, is part of all, is part of any, is not part of all | Your client tags |
| Contact Group | is part of all, is part of any, is not part of all | Your contact groups |
| Form Template | is part of all, is part of any, is not part of all | Your form templates |
| Form Response | equals, not equals, is part of all, is part of any, is not part of all, lesser than, greater than, lesser than equal to, greater than equal to, is more than X period from now (future), is less than X period from now (future), is less than X period ago (past), is more than X period ago (past) | An answer to a question on the form |
| Contact Tags | includes any, does not include all, is part of all, is part of any, is not part of all | Your contact tags |
| Contact Stage | equals, not equals | Subscriber, Lead, Engaged, Marketing qualified lead (MQL), Sales qualified lead (SQL), Opportunity, Follow-up Required, Customer, Evangelist, Other, Lost, Inactive |
Form Response lets you pick a question on the form and check the answer, for example tag clients who answered "Yes" to "Interested in membership?".
Actions
Click Add Action and choose from Select Action. Actions run in order; use the arrows to reorder them. To delay an action, click Add wait time (or Add wait & Schedule time on template and email actions). Wait times count from the trigger event, not from the previous action.
| Action | What it does | Wait time |
|---|---|---|
| Send Email | Sends an email to the client, team members or a custom list. Marketing emails need CRM Suite; Transactional emails do not. | Minutes to months |
| Notify Staffs via WhatsApp | Sends a WhatsApp template message to the team members you choose. | Minutes to months |
| send a WhatsApp template message | Sends an approved WhatsApp template. Works outside the 24-hour session, so use it for reminders, follow-ups and anything sent later. | Minutes to months |
| send Customer Satisfaction Survey (CSAT) | Sends a customer satisfaction (CSAT) survey. | Minutes to months |
| Add the Contact to Group | Adds the contact to a contact group, which you can check in later conditions. | Minutes to months |
| Remove the Contact from Group | Removes the contact from a contact group, for example so a rule does not run twice. | Minutes to months |
| Add Client Tags | Adds tags to the client record. | Minutes to months |
| Remove Client Tags | Removes tags from the client record. | None |
| Add Contact Tags | Adds tags to the contact. | Minutes to months |
| Remove Contact Tags | Removes tags from the contact. | Minutes to months |
| Update Contact Stage | Moves the contact to a stage, such as Lead or Customer. | Minutes to months |
| Assign a form and request form to be filled | Assigns a form to the client and sends a WhatsApp message asking them to fill it in. | Minutes to months |
| Add Text Client Notes | Adds a text note to the client record. | Minutes to months |
| Add Document Client Notes | Attaches a document to the client record as a note. | Minutes to months |
| Add or Update Client Custom Attributes | Adds or updates custom fields on the client record. | Minutes to months |
Example
Tag clients by their answer
- Create a rule with the When a Client Completes a Form trigger.
- Add the conditions Form Template is part of any "New client questionnaire" and Form Response for "Interested in membership?" equals "Yes".
- Add the actions Add Client Tags ("Membership lead") and Notify Staffs via WhatsApp.