The Order Submitted trigger is a powerful new workflow trigger that allows you to upsell customers after they have submitted an order. This trigger works with both 1 Step and 2-Step order forms, allowing you to customize your upsells based on the type of order form used or the products purchased.
Note: Make sure that the “Allow Multiple Setting” is toggled on in the Workflow Settings if you want the same customer to be able to purchase the primary product and then the upsell.
If you add a wait step that holds the first purchase of the primary product of the customer in the workflow, and they go ahead and purchase the upsell, since they would still be held inside the workflow, the Upsell purchase will not let them enter the workflow a second time. Try to avoid using wait steps in this workflow. Feel free to use them if you do not plan on selling Upsells or Bumps for the same product.
Step 1: Navigate to Sites > Funnels > Click into your funnel
- The trigger runs upon a 1-Step or 2-Step order from submission and upsells. This trigger runs when an order form is submitted and again when an upsell purchase occurs; on either of these occasions, it holds the product information. This means that if the end customer purchases products A and B on an order form and product C on an upsell, it will run two times (first for A and B purchase, and then for the upsell purchase)
Please Note: This only works with version 2 funnels. If you are using a version 1 funnel, please upgrade to version 2 using the button shown below:
Step 2: Navigate under Automations > Workflow > Click into your workflow, where you’re using for product purchases and upsells together
- Make sure that allowing multiple contacts to enter is workflow is enabled
Please note: The trigger does not run multiple times on multiple product purchases. The trigger contains a single checkout object sending info only once upon an order form submission, Even if that one order session consists of buying multiple products.
- Ability to filter the trigger directly based on the global product/price. The existing trigger does not provide this functionality.
- Ability to use order-related custom values inside the workflow. This contains custom values related to customers, order details, coupon information, and payment gateway
Note: These Custom values will not appear in the custom values drop-down unless the Order Submitted Trigger is one of the workflow trigger steps.
Step 3: Use conditions related to order details or product details in the If branches to direct the workflow based on the cart value/products purchased/funnel
FAQ: How do submission types filters work?
Primary - Filters if any primary product is purchased at the checkout on the order form.
Bump - Filters only if a bump product has been purchased on the order form. The trigger will not work if no bump product has been purchased
Upsell - Filters only in case of upsell purchases. If the filter is set to upsell, the trigger will not run on an order form submission (purchase of a primary/bump product)
Will this trigger impact existing Order form submission triggers?
No, this should not change an existing order form submission trigger. However, we recommend using the Order submitted trigger to use the order-related custom values, coupon information, and product line items.
What are the filter types, if/else conditions, and custom values I can use?
