topic Re: Form Not Submitted - Use Case? in Tips, Tricks & Best Practices

Form Not Submitted - Use Case?

YoelBen-Avraham — Wed, 11 Jan 2023 11:22:08 GMT

Forgive my ignorance but I've been trying to get my head around the possible Use Case for the Form Filled Out condition in the Workflow creator. The 'YES' side I can understand, but on the other side - the form was NOT submitted so I don't know the Contact's information so I can't do a sort of "Abandoned Form" nurturing series. Can someone share with me how one would use this condition meaningfully?

Re: Form Not Submitted - Use Case?

franksteiner79 — Wed, 11 Jan 2023 11:30:46 GMT

Hi @YoelBen-Avraham

The condition "has not submitted" form xzy usually makes sense in combination with something else.

The most common use case I see is for lead nurturing campaigs, where a contact has already converted once and you want to guide them to the next action.

You'd combine "has clicked" CTA ABC( the one that brings you to the page with the form) on and "has not submitted" the form. That way you kinda know they had a look but didn't convert. You could then have an email "hey your amazing content offer is waiting" or "hey don't miss our discount which expires in 48h", for example.

Hope that helps.

Frank

Re: Form Not Submitted - Use Case?

YoelBen-Avraham — Wed, 11 Jan 2023 11:46:25 GMT

Yes that is what I thought - so it will only be applicable if they had
already filled in a previous form and were known to the CRM. Correct?

Re: Form Not Submitted - Use Case?

danmoyle — Wed, 11 Jan 2023 13:29:47 GMT

That's correct @YoelBen-Avraham. A good use case from @franksteiner79 for sure.