Mobile Forms Campaign Creation

HOME > MOBILE FORMS OVERVIEW

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Create
Advanced Workflow
Adding an Automation Object

Marketing > Mobile Forms > Create

Choose the type of email campaign workflow you want to create.

There are many different workflows to choose from - some with more steps than others. If you can choose a workflow that is closest to what you would like to achieve, it will get you majority of the way there, with edits being able to be made under the Advanced Workflow.

The simplest mobile form campaign you can create can be achieved by selecting Device Customer Survey 1 workflow:

Note: Depending on the complexity of the workflow you choose/create, depends on what workflow view you see. The Standard Workflow (below) will show for simpler campaigns with fewer steps in a list style view. The Advanced Workflow will always show for more complex workflows in a more visual style and you will not be able to view the campaign in the Standard Workflow.

Give your campaign an internal name that is easily identifiable to the platform users to filter and refer back to.

Select the devices you want to publish the campaign to

Devices need to already exist in the platform to be entered into this step.

Learn more about Setting up Device and General Use

Select the device template that you would like to use by hovering over the image:

Edit > Your Templates > Use this Template

Whenever you select a template within a campaign, this is now a copy of the original under the Template section in the platform. If you need to make an update to the template do one of the following:

Update the template directly in the campaign
Update the template under the Template section in the platform and then re select the template in the workflow to reflect the changes

Publish the campaign for immediate availability on the devices entered in Step 2 of the workflow.

Note: You can choose to work solely from the Advanced Workflow upon selecting you workflow and clicking the Advanced Workflow button top right of the screen.

Advanced Workflow

You can edit any workflows you have selected or create a workflow from scratch in the Advanced Workflow. There are numerous Automation Objects available to enhance workflows and they include:

Forms
Surveys
Funnel Markers
Delays between actions
Check Email Status
Retries
Create Opportunities
Email Alerts

And many more!

Adding an Automation Object

Start in the Advanced Workflow.

The process for adding an automation object is the same no matter what the object is. For this example we will create a well rounded campaign that includes the following automation objects:

Email Form or Survey
Inbound Submission
Redirect to URL
Add to List
Send Email

Drag and drop these automation options from the list on the left onto the main page.

Connect the nodes with a single click as demonstrated in the image.

Learn more about List Creation and Management

Note: Hovering over the black nodes will show you what can and cannot be connected together - a single click on the node will secure the connection to the top of the desired automation object.

To populate the automation objects simply click on the option, enter the data and Save.

Learn more about the Advanced Workflow