Order Submitted
The Order Submitted trigger is a powerful new workflow trigger that allows businesses to upsell customers after submitting an order. This trigger works with both 1-step and 2-step order forms, allowing businesses the flexibility to customize their upsells based on the type of order form used or the types of products purchased.
It runs both when an order form is submitted and again when an Upsell purchase occurs; on either of these occasions, it holds the product information. This means that if the end customer purchases products A and B on an order form and product C on an upsell, it will run two times (first for A and B purchases and then for the upsell purchase).
Note: Ensure that the 'Allow Multiple' Setting is toggled on in the Workflow Settings if you want it to fire off for the same contact for an Upsell right after it fires off for them for a Primary Product's purchase. Avoid using the 'Wait steps' in this workflow; feel free to use them if you do not plan on selling Upsells or Bumps for the same product. For instance, If you put in a wait step (which came from the purchase of the Primary Product), the customer in the workflow, and they go ahead and purchase the upsell since they would still be held inside the workflow, the Upsell purchase will not let them enter the workflow a second time.
Order Submitted vs. Order Form Submitted
The following are the most significant differences between the Order Submitted and the Order Form Submitted Workflow Triggers:
- The trigger does not run multiple times on multiple product purchases. The trigger contains a single checkout object sending info only once upon an order form submission, Even if that one order session consists of buying multiple products.
- Ability to filter the trigger directly based on the global product/price. The existing trigger does not provide this functionality.
- Ability to use the Order-related custom values inside the workflow. This contains custom values related to customers, order details, coupon information, and payment gateway. Note: These Custom values will not appear in the custom values drop-down unless the Order Submitted Trigger is one of the workflow trigger steps.
- Use conditions related to order or product details in the If branches to direct the workflow based on the cart value/products purchased/funnel.
| No | Standard Fields | Operators | Selectable Items |
|---|---|---|---|
| 1 | Global Product | Is, Is not | Global Product Name |
| 1a | Price | Is, Is not | Product Price |
| 2 | Order Source | Is, Is not | Order Form |
| 2a | Submission Type | Is, Is not | Primary, Bump, Upsell |
| 3 | Funnel | Is, Is not | Funnel Names |
| 3a | Page | Is, Is not | Page Inside Funnel |
| 3b | Product | Is, Is not | Funnel Level Products |
All Filters
Global Product
The "Global Product" filters the trigger directly based on the global product/price. Choose 'Is' or 'Is not' and select the product from the third dropdown.
Order Source
Select the Order Source for this workflow here. Choose 'Is' or 'Is not' and select an order source from the third dropdown.
In Funnel/Website
Selecting the "In funnel/ website" filter option will ONLY trigger this workflow when a form is submitted through a specific Funnel or website. Select 'Is' or 'Is not' and then select the funnel or website from the third dropdown.
Page Is
The "Page Is" filter option in this trigger could be used when you want a specific page in your funnel or website to trigger the workflow when a customer fills it. You can select 'Is' or 'Is not' from the second dropdown and choose a funnel/website page from the third dropdown.
For example, choosing the "Registration Form" page in the "Registration Form" funnel as shown below, this workflow will only trigger when a customer fills this specific page.
Product Is
The "Product Is" filter option in this trigger could be used when you want a specific product in your funnel or website to trigger the workflow when a customer fills it. You can choose 'Is' or 'Is not' from the second dropdown, then select a product from the third dropdown.
For example, choosing the "Black Friday" Product in the "Registration Form" page as shown below, this workflow will only trigger when a customer chooses this specific product.
Product Price
Select the product price of the product that you want to trigger this workflow. This is useful when you have more than one price for a product. You can select 'Is' or 'Is not' from the second dropdown and choose a product price from the third dropdown.
For example, you have a product's actual price and a promo price, so select the price you want a trigger from for this workflow.
Submission Type
The Submission Type filter offers three options for businesses to customize their workflow triggers based on the type of purchase made by customers.
Primary - Filters if any primary product is purchased at the checkout on the order form.
Bump - Filters only if a bump product has been purchased on the order form. The trigger would not work if no bump product had been purchased.
Upsell - Filters only in case of upsell purchases. If the filter is set to upsell, the trigger will not run on an order form submission (purchase of a primary/bump product).