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Save contacts into List using Marketing automation and Forms

AI-powered tools abstract design

Highlight Forms, Marketing Automation and List Manager

 

Marketing automation is a very powerful tool of Sitecore, it provides a facility to create an automated online campaign with a user-friendly drag and drop interface.

You can use Marketing automation to add contacts into List from Sitecore 9 Forms instead to create new custom submit action.

In this blog, we are going to trigger goal on form and using Marketing automation we are going to add contacts into list when the goal will be a trigger.

Prerequisites

Forms

  • Create form with field First Name, Last Name and Email with Submit button.

First and last name, and email entry form

  • Click on Submit button then go to Submit actions and select “Trigger Goal” submit action.
  • From the popup select “FormGoalTrigger” goal and click OK.

Marketing Automation

  • Now go to Marketing Automation and click on Create button.
  • Now click on Start point.

Start of the funnel

  • Select a goal from drop down, goal will be “FormGoalTrigger”.

Select a goal

  • Click on Apply.

Start FormGoalTrigger

  • From Marketing actions, drag and drop “Add contact to a list” action.

Highlight 'Add contact to a list'

  • Click on “Add contact to a list” from flow chart, select “FormList“List and click on apply.

Adding contact to the list

  • Click on save, type Name and make sure you have activated campaign

Click the play button

 

When you will fill form, you have to wait till session timeout and after session timeout contact will be added into List.

This article originally appeared on SWATI GUPTA (SITECORE MVP) | BLOGS

(https://swatiguptablogs.blogspot.com/).

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