Autonami integrates perfectly with WP Forms.
Let’s now consider a scenario that when someone submits a form and picks a specific option, we will send them a follow-up email.
So if they choose “yes” for the question - ‘Are you interested in the product?” - then send an email informing them more about it.
Here’s how to build this automation:
Step 1: Create a new form using WP Forms
Click on the ‘Add New’ option under ‘WP Forms’.
Once you hit the ‘Add New’ button, the WP Form interface will open up to let you create your form.
Design your form:
Step 2: Go to Autonami >> Automation >> Add New >> Select ‘WP Forms’ from events
Here's how you'll add new automation:
The visual workflow builder opens up.
Choose the event ‘form submits’ under WPForms from the Forms options.
Step 3: Select the form and map the fields
On saving automation, you’ll see the option to select the form:
After choosing the form, you can map the form fields:
Step 4: Select ‘Conditional Action’ >> Set up rules for your automation
Click on the ‘+’ icon to select your actions. You can take direct action or conditional action based on how you want to set up your automation.
But for this use case, select ‘Conditional Action’ as shown below:
Next, select the ‘Form Field’ rule under the ‘IF’ section, as shown below:
So when you select this rule, a drop-down appears containing all the form fields.
You’ll have to select the last option for this example.
Take a look:
Next, enter the value of this field.
Note that the value you enter here should exactly match with the value of that field in the form.
Take a look:
Once done, hit the ‘Save’ button.
Step 5: Select ‘Send Email’ as action
You’ll find this action here:
Next, craft your email body. Make the message personalized using a number of merge tags.
Take a look:
Step 6: Make your automation live and test it out
To make your automation live, just hit the toggle at the top right corner of your Autonami workflow builder.
Hit the toggle to make your automation active.
Now your automation is live and running.
Next, to test out the automation go to WP Forms >> Select ‘All Forms’ >> Choose ‘Preview’ option for the form that you’ve used to set up your automation.
When you click on ‘Preview’, the form opens up.
Here you’ll have to key in values automation should run on.
Keep in mind that you enter a valid email address where you’ll receive an email from Autonami.
Also, make sure that you choose ‘Hell yes!’ as the option here:
Once you enter the details, hit the ‘Submit’ button.
When you do that, check your inbox for an email.
The email should look like this:
So this was just one use case of using Autonami with WP Forms. You can create several other use cases, your imagination is the limit.