Use Rules Based forms to create programs and processes for end users

Est. Reading: 1 minute
By: Offerscode
Created: 05/31/2017
Difficulty: Intermediate

Use Rules Based forms to create programs and processes for end users

×Warning: This tutorial was created 2541 days ago. Some of the information may be out of date with more recent versions of Formidable. Please proceed with caution and always perform a backup before adding custom code.

Using forms (registration) that the client fills in (stored in DB) to be re-used in other forms that they can then send texts (Twilio) or emails (Mailchimp) that incorporate drip marketing into their contact automation to their clients... is a simple example but now with the new "forms automation" I can have someone create 4 templates.  Send the initial template say and introductory text (using Twilio) to someone that they meet at a party or a tradeshow event. then using automated forms, they can set a date for a triggered event to send a follow up text the next day (again one of the 9 templates in our system) to set up a phone call on their calendar using https://calendly.com/ link then in 2 days it notifies the sender asking if the call had been scheduled.  Triggering another event, this time using Email integrated with Mailchimp to the recipient asking for a formal meeting... one form, registration, fills fields for templates, survey links and so forth which I can then call in another form which gives our users a simple way to not have know anything about programming to create a text/email drip marketing system. See the video at https://textdetails.com or a current client at https://themikesellgroup.com

Leave a Reply

Making the Best WordPress Plugin even better - Together

Take on bigger projects with confidence knowing you have access to an entire community of Formidable Experts and Professionals who have your back when the going gets tough. You got this!
Join the community
crosschevron-leftchevron-rightarrow-right