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FunnelKit Automations

Formidable Forms

Formidable Forms is one of the most advanced form builder plugins for WordPress that lets you create forms for surveys, quizzes, and more.

FunnelKit Automations integrates with Formidable Forms and helps you automate your lead generation and nurturing campaigns.

Let’s say, you want to welcome your new subscribers and nurture them for your paid products/services. You can totally do that with FunnelKit Automations.

First, you need to install the Formidable Forms plugin on your WordPress website.

Let’s get started.

Step 1: Create a new form using Formidable Forms

Under Formidable Forms, click on Add New Form.

Formidable Forms - Add new form

Enter the name of your form and start dragging and dropping the elements to create it.

Here’s the form we created:

Create a form in Formidable Forms using the draggable and droppable elements

Once done, click on the Update button.

Step 2: Add a new automation

Go to Campaigns ⇨ Automations (Next Gen) and click on Add New Automation.

Add new automation

Hit Start from scratch and name your automation.

Name your automation

Your automation will get created.

Step 3: Set up the ‘Form Submits’ trigger

Click on the Select Trigger button to choose your automation event.

Select the trigger to set up event for your automation

Choose the Form Submits event under Formidable Forms.

Set up the "Form Submits" event under Formidable Forms

Configure the event by clicking on it. Select the form and map all the fields related to it.

Configure the event of Formidable Forms

Click on Save when done.

Step 4: Specify the ‘Send Email’ action

Let’s send them a welcome email.

Click on the (+) icon and choose Action.

Add an action

Select the Send Email action under Messaging.

Specify the "Send Email" action

Select the merge tag to choose the name directly from your forms. To do that, click on the Merge Tags.

Go to Merge Tags

You get the following merge tags:

  • Entry ID
  • Form Field 
  • Form ID
  • Form Title

To fetch values from your form, click on the Configure icon next to the Form Field.

Configure the Form Field merge tag

Click on the drop-down and select Name. It’ll generate the respective merge tag - all you need to do is copy this merge tag.

Copy the merge tag - which will fetch the name value from the form submitted.

Paste this merge tag to the subject line here:

Paste the copied name merge tag

Next, write the email body.

Once you’re done, hit the Save & Close button to go back to your workflow.

Write the email body content

You have created your email. Now you can add delays and set up more emails in your automation for a high-converting lead nurturing sequence.

This is just a basic automated sequence. You can even set up advanced workflows as per your requirements.

That’s it! This is how you can use Formidable Forms and set up automated workflows with FunnelKit Automations.