Who This Is For / When to Use
Use this trigger when you want workflows to respond to checkout activity, including:
Purchases
Opt-ins on two-step order forms
Bump or upsell acceptances
Abandoned checkout follow-ups
Internal alerts for high-value orders
What the Order Form Submission Trigger Does
When a contact submits an order form:
The contact is added to any workflow using the Order Form Submission trigger
Filters determine which type of submission qualifies (opt-in, sale, bump, or upsell)
Filters also control where the submission occurred (funnel, page, product)
Important
If no filters are applied, the workflow triggers for every order form submission, including opt-ins and purchases.
Step 1: Create or Open a Workflow
Go to Automations > Workflows.
Click Create Workflow, or open an existing workflow to edit.
Step 2: Add the Order Form Submission Trigger
In the workflow canvas, click Add New Trigger.
In the trigger list:
Open the Payments section
Select Order Form Submission
Step 3: Configure the Trigger
Confirm Trigger Type
Ensure Order Form Submission is selected under Choose a Workflow Trigger.
Rename the Trigger (Optional)
Edit the Workflow Trigger Name if needed.
This name is internal only and does not affect trigger behavior.
Step 4: Add Filters (Strongly Recommended)
Filters control when and where the trigger fires.
Funnel and Page Filters
In funnel/website
Limits triggering to submissions from a specific funnel or website.
Page is
Appears after selecting a funnel or website.
Limits triggering to a specific page.
Product Filter
Product is
Limits triggering to a specific product.
Only appears after In funnel/website and Page is are set.
Ensures the workflow triggers only when that product is ordered on the selected page.
Step 5: Use the Submission Type Filter
The Submission type filter determines what kind of order action triggers the workflow.
Submission Type Options
Optin
Triggers when the first step of a two-step order form is submitted.
Sale
Triggers when a product is successfully purchased.
Works only on two-step order forms after payment.
Bump
Triggers only when a bump offer is purchased.
Upsell
Triggers when a one-click upsell is purchased.
Best Practice
If your workflow should run only after payment, always set:
Submission type = Sale
Click Save Trigger.
Step 6: Add Workflow Actions
After the trigger, you may add any workflow actions, including:
Send Order Confirmation Email
Add or Remove Tags revealed by purchase
Grant or Remove Access
Notify Team Members
Enroll in Another Workflow
You may also leave the workflow without actions if the trigger is used for tracking or testing.
Step 7: Save, Test, and Publish
Click Save in the top-right corner.
Use Test Workflow to confirm trigger behavior.
Toggle Publish to activate the workflow.
Common Issues and Fixes
Workflow triggers on opt-ins instead of purchases
Add Submission type = Sale.
Workflow does not trigger
Confirm the workflow is Published.
Verify funnel, page, product, and submission type filters match the order.
Ensure the order form is part of a supported funnel or website.
Workflow triggers too often
Narrow filters by funnel, page, product, or submission type.
Use Cases
Order Confirmation & Account Update
Scenario: A customer completes a purchase.
Outcome:
Sends confirmation email
Updates contact record
Applies purchase-related tags
Abandoned Checkout Recovery
Scenario: A lead submits step one but does not complete payment.
Outcome:
Sends reminder or incentive email
Post-Purchase Upsell Campaign
Scenario: A customer completes a purchase.
Outcome:
Sends follow-up upsell offer
Internal Alert for High-Value Orders
Scenario: A customer purchases a premium product.
Outcome:
Sends internal notification for follow-up
Upsell and Bump Tracking
Scenario: A customer accepts a bump or upsell.
Outcome:
Logs acceptance
Triggers targeted follow-up
Frequently Asked Questions
What happens if I don’t apply any filters?
The workflow triggers for every order form submission, including opt-ins, sales, bumps, and upsells.
How do I trigger only after a payment?
Set Submission type = Sale.
Can I combine multiple filters?
Yes. You can filter by funnel, page, product, submission type, and custom fields.
Does renaming the trigger affect functionality?
No. The trigger name is internal only.
How do I test this trigger?
Use Test Workflow before publishing to validate filter behavior.