Setting Up the Order Form Submission Trigger in Pest AI

1. Click on the button to create a workflow.

2. Proceed by clicking 'select a Recipe' from the drop-down.

3. Choose to start from scratch by pressing 'Continue'.

4. Next, establish a new trigger by clicking on 'Add New Trigger'.

5. Utilize the search bar for easier navigation.

6. Click on the option called 'Order Form Submission'.

The "Order Form Submission" trigger in Pest AI is activated exclusively when a customer submits an order form through a funnel or website. This trigger also recognizes the type of submission, whether it's a Bump, Optin, Sale, or Upsell.

An "Order Form" is a form used on your website or funnel specifically designed to streamline the checkout process for products or services.

7. Proceed by adding filters to refine your results.

8. Select 'In funnel/website' for your filter category.

Selecting the "In funnel/website" filter ensures this workflow is triggered exclusively when a form is submitted through a designated funnel or website.

9. Specify the funnel you want to work with

10. Click on 'Submission Type' to define the type of information submitted.

The "Submission Type" filter includes four categories (Optin, Sale, Upsell, Bump) based on the customer's actions during the checkout process:

Optin: Occurs when a customer enters their contact information during checkout on your website but does not complete the purchase, similar to cart abandonment.

Sale: Represents the primary submission type where a customer completes a purchase after providing their contact details. It's ideal for initiating post-purchase communication, such as sending a thank you message to the customer.

Upsell: An additional offer made to the customer after they have purchased a specific product or service, aiming to increase the value of their original purchase.

Bump: Similar to an upsell, this offer is presented to the customer after they have made a purchase, providing them the opportunity to enhance their original order with supplementary products or services.

This workflow activates when you specify a funnel or website and define the submission type that should trigger the workflow.