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WP Forms

Autonami integrates with WP Forms. 

Once you have WP forms installed in your WordPress site, you’ll see it here:

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 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, WP Form interface will open up to let you create your form.

Design your form:

Step #2: Go to Autonami >> Create a new automation >> Select ‘WP Forms’ from events

Here’s how you’ll add new automation:

The visual workflow builder opens up.

Next, select WP Forms:

Choose the trigger ‘form submits’ from the drop-down:

Next, save the automation. 

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:

Once you’ve done that, hit the ‘Save’ button to save your automation.

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:

Hit the ‘Save’ button when you’re done.

Step #6: Make your automation live and test it out

To make your automation live, just hit the toggle at the top left corner of your Autonami workflow builder.

Here’s how it appears:

When you hit the toggle, you’ll see the color changes from orange to green.

Take a look:

Now your automation is live and running.

Next, go to WP Forms >> Select ‘All Forms’ >> Choose ‘Preview’ option for the form that you’ve used to set up your automation

Here’s how:

When you click on ‘Preview’, the form opens up.

Here you’ll have to key in values. 

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.

Take a look at the form:

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.