Campaign Builder

how do you trigger a sequence action off of a web form snippet like a checklist selection

Hi Jenna, to make sure I am on the right track, do you mean have a action trigger based on the answer selected in the checklist, is that right?

i want to add a checklist button to a web form but i only want to send an
action (e.g. email with document) if the checkbox is checked on the form.

thanks

You can use the Check Box snippet

on the Web Form and then create a Decision Diamond to filter based off the box being check, into a sequence for the email to be sent.

This is a video example http://screencasts.alwayshelpful.org/watch/cb1QnyXLru it’s using radio buttons but the same apply for the Check Box snippet.

Decision Diamond Help Guide
http://help.infusionsoft.com/userguides/campaigns-and-broadcasts/campaign-builder-in-depth/decision-diamonds

1 Like

Thank you!!!