Associating Automation tools with your Signup Form

Associating Automation tools with your Signup Form

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The automation tools are an advanced option to push subscribers joining via the signup form  to different entities and perform different actions on them. All you have to do is associate the signup form to those entities, by following the steps below: 

Push to Workflow

Associate a workflow to your signup form to perform a lot of different actions on the subscribers joining via this signup form. Once associated, subscribers will automatically be pushed to the workflow and the specified actions will take place.

User Scenario

Mia runs an e-learning site that offers courses like French, German, Japanese. She creates a signup form for each of the courses and wishes to offer the French learning subscribers with a few additional learning materials for the current month. Let us look how workflow helps her do this.

Mia creates an activity-based workflow and associates it to the the signup form created for the French course. This activity-based workflow assigns the tag "French Subscribers_offer" with the lead score of 10 to every subscriber coming in that month.

To associate workflow:

  1. Select Subscribers from the Navigation bar and choose Mailing Lists.
  2. Select the desired mailing list. 
  3. Click Signup Form Tools and select Forms.
  4. Select the desired signup form.
  5. Click Automation Tools and select Push to Workflow.
  6. Click Associate Workflow and select the desired activity-based workflow from the dropdown list to associate to the signup form.
  7. Click Associate.

Note:

You can have one workflow associated to the signup form, at a time.

Disable Workflow

You can pause a workflow when you don't need the actions specified to take place on the subscribers. To pause the workflow:

  1. Select Subscribers from the Navigation bar and choose Mailing Lists.
  2. Select the desired mailing list. 
  3. Click Signup Form Tools and select Forms.
  4. Select the desired signup form.
  5. Click Automation Tools and select Push to Workflow.
  6. Click the Disable link in the Workflow Details section.

Check out Workflow Reports

You can learn how many subscribers have been pushed into the workflow by following the below steps:

  1. Select Subscribers from the Navigation bar and choose Mailing Lists.
  2. Select the desired mailing list. 
  3. Click Signup Form Tools and select Forms.
  4. Select the desired signup form.
  5. Click Automation Tools and select Push to Workflow.
  6. Check the section Real-time data to know the subscribers that were pushed into the workflow.

Push to Zoho CRM

This option enables you to push the subscribers joining via this signup form to your CRM account and store them as a contact or a lead. Before pushing your campaign status to CRM, make sure you have created a text area field exclusive for Campaigns status in Contacts or Leads module.

To associate your CRM account:

  1. Select Subscribers from the Navigation bar and choose Mailing Lists.
  2. Select the desired mailing list. 
  3. Click Signup Form Tools and select Forms.
  4. Select the desired signup form.
  5. Click Automation Tools and select Push to Zoho CRM.
  6. Click Configure Mapping and select the action you want to perform.
  7. Click Save.

Note:

You can have one workflow associated to the signup form, at a time.

Configure Mapping

  1. Select Subscribers from the Navigation bar and choose Mailing Lists.
  2. Select the desired mailing list. 
  3. Click Signup Form Tools and select Forms.
  4. Select the desired signup form.
  5. Click Automation Tools and select Push to Zoho CRM.
  6. Click Configure Mapping.
  7. Select the CRM account and module and the respective fields to push the subscribers details.
  8. Click Save.

Disable Push to Zoho CRM

You can pause the action for a certain period when you do not need to push the subscribers to CRM. To pause the action:

  1. Select Subscribers from the Navigation bar and choose Mailing Lists.
  2. Select the desired mailing list. 
  3. Click Signup Form Tools and select Forms.
  4. Select the desired signup form.
  5. Click Automation Tools and select Push to Zoho CRM.
  6. Click the Disable link in the Push to CRM Details section.

Check out Push to CRM Reports 

You can learn how many subscribers have been pushed to Zoho CRM by following the below steps:

  1. Select Subscribers from the Navigation bar and choose Mailing Lists.
  2. Select the desired mailing list. 
  3. Click Signup Form Tools and select Forms.
  4. Select the desired signup form.
  5. Click Automation Tools and select Push to Zoho CRM.
  6. Check the section Real-time data to know the subscribers that were pushed to the CRM modules.

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