Learn to set up your Forms to trigger an automation based on the submitter's response with a custom Checkbox, Select Box, or Radio Buttons field type.
In this article:
- Why use a form to trigger an automation?
- Trigger automations with a checkbox
- Trigger automations with a select box
- Trigger automations with radio buttons
Why use a form to trigger an automation?
Automations can be used to perform actions automatically based on a Form submitter’s responses. For example, you can:
- Grant or revoke an Offer.
- Subscribe to or unsubscribe from an Email Sequence.
- Register to or deregister from an Event.
- Add or remove a Tag.
- Send an Email.
- Send a single-use Coupon.
Trigger automations with a checkbox
Step 1. Create a checkbox
What is a Checkbox?
A Checkbox allows your Form submitters to either select an option or leave it unselected. Create multiple Checkboxes for your Form submitters to select one or more options:
To trigger an Automation based on your Form submitter's response using a Checkbox, first create a Checkbox in your Form:
- Open the Marketing tab from your Dashboard.
- Then, select Forms.
- Create a new form or choose an existing form to edit.
- Under Form Fields, choose Add Form Field.
- Then, Create a New Field.
- Title your Custom Field and select Checkbox as the field Type.
- Click Save.
- Navigate to the upper right corner of the Form Editor and click Save again:
Step 2. Customize your form automation
After creating your Checkbox, create a new Automation in your Form to process the Form submitter’s Checkbox selection:
- Inside the Form Editor, click Add Automation.
- Select the action you want to occur after the form is submitted in the Then dropdown menu.
- Then, click the Add Condition button.
- Select your custom Checkbox field filter in the Select filter dropdown menu.
(Custom Field Filters can be found at the end of the menu). - A second field will appear. Enter 1 in the final field to trigger the Automation if the box is checked in the Form, or 0 to trigger the Automation if the box is NOT checked.
- Click Apply.
- Then, click Save:
Trigger automations with a select box
Step 1. Create a select box
What is a Select Box?
Your Form submitters can select a single response with the Select Box from a dropdown experience:
To trigger an Automation based on your Form submitter's response using a Select Box, first create a Select Box in your Form:
- Open the Marketing tab from your Dashboard.
- Then, select Forms.
- Create a new form or choose an existing form to edit.
- Under Form Fields, choose Add Form Field.
- Then, Create a New Field.
- Title your Custom Field and select Select Box as the field Type.
- Enter your Select Box answer options.
- Click Save.
- Navigate to the upper right corner of the Form Editor and click Save again:
Step 2. Customize your form automation
After creating your Select Box, create a new Automation in your Form to process the Form submitter’s Select Box selection:
- Inside the Form Editor, click Add Automation.
- Select the action you want to occur after the form is submitted in the Then dropdown menu.
- Then, click the Add Condition button.
- Select your custom Select Box field filter in the Select filter dropdown menu.
(Custom Field Filters can be found at the end of the menu). - A second dropdown menu will appear. In this menu, select your desired Select Box answer option to trigger the Automation.
- Click Apply.
- Then, click Save:
Trigger automations with radio buttons
Step 1. Create radio buttons
What are Radio Buttons?
Your Form submitters can select a single response from multiple options with Radio Buttons:
To trigger an Automation based on your Form submitter's response using Radio Buttons, first create Radio Buttons in your Form:
- Open the Marketing tab from your Dashboard.
- Then, select Forms.
- Create a new form or choose an existing form to edit.
- Under Form Fields, choose Add Form Field.
- Then, Create a New Field.
- Title your Custom Field and select Radio Buttons as the field Type.
- Enter your Radio Button answer options.
- Click Save.
- Navigate to the upper right corner of the Form Editor and click Save again:
Step 2. Customize your form automation
After creating your Radio Buttons, create a new Automation in your Form to process the Form submitter’s Radio Button selection:
- Inside the Form Editor, click Add Automation.
- Select the action you want to occur after the form is submitted in the Then dropdown menu.
- Then, click the Add Condition button.
- Select your custom Radio Buttons field filter in the Select filter dropdown menu.
(Custom Field Filters can be found at the end of the menu). - A second dropdown menu will appear. In this menu, select your desired Radio Button answer option to trigger the Automation.
- Click Apply.
- Then, click Save:
And that’s how you can use responses to trigger Form Automations! Please vote below and let us know if you found this article helpful. We value your feedback. Thanks for being the best part of Kajabi!
