ORDER FORM SALE WORKFLOWS

When someone purchases a product, you might want to automate an event (such as adding them to a Coach Catalyst program, adding a tag, or sending a payment confirmation email).

1. Click on Automation > Workflows and click the blue + Create Workflow button in the top right of the screen.

2. On the next screen, select Start from Scratch. Once in the workflow builder, at the top of the page, you can rename a workflow using the pencil icon next to the title.

3. Click Add New Workflow Trigger and select Order Form Submission. In Add Filters, choose In Funnel and select your funnel. Click Add Filter, choose Submission Type, and then select Sale.

4. Click the + to add a new event to the workflow. Use the drop-down menu to select the choose one or more actions to occur, such as Add a Contact Tag, Send an Email or Execute a Webhook.

5. Add any other required steps.

6. Toggle on Publish and press Save.

NOTE: When creating triggers, you may want the trigger to fire off specific actions for a specific product only, which can be useful if you have more than one product for a customer to select. In Event Trigger, you can also add additional filters to filter by Funnel Page and then Product Type. Once selected, the trigger will now run for the selected product exclusively.