How to Automate Customer Onboarding After an Order Form Submission Using the Order Form Submission Trigger in GoHighLevel

Introduction

The moment a customer submits an order form is an important point in the customer journey. Whether the form is being used to capture an inquiry, collect information, or begin a purchase process, businesses often need to respond quickly and keep the customer moving toward the next step.

GoHighLevel's Order Form Submission trigger allows businesses to start a workflow when a customer submits an order form through a funnel or website. This makes it possible to automate follow ups, internal notifications, CRM updates, and other actions without requiring someone to handle every submission manually.

One important thing to understand is that Order Form Submission is not the same as Order Submitted. The Order Form Submission trigger responds to the form submission itself, while Order Submitted is associated with an actual order transaction. Keeping this difference clear is important when building the right automation.

In this guide, we will look at how to use the Order Form Submission trigger to create a more organized customer onboarding process and how its filters can help businesses control exactly when the workflow should run.

What Is the Order Form Submission Trigger?

The Order Form Submission trigger is a workflow trigger found under the Payments category in GoHighLevel. It activates when a customer submits an order form through a funnel or website.

The trigger can be useful for several different situations. A business may want to acknowledge a customer's submission, notify a sales representative, update the CRM, or begin a follow up process.

It can also be used when a customer submits their contact information but does not complete a purchase. This makes the trigger useful for lead follow up as well as customer onboarding.

For example, imagine a business has an order form for a consultation package. When someone submits the form, the workflow can immediately send an acknowledgment message and notify the appropriate team member.

The workflow can then continue with additional onboarding actions based on the business process.

Order Form Submission vs Order Submitted

Before creating the workflow, it is important to understand the difference between these two triggers.

Order Form Submission is focused on the submission of the order form itself. It does not necessarily mean that a payment has been completed.

Order Submitted is associated with an actual order transaction or completed purchase.

This difference can affect which trigger you should choose. If your goal is to respond as soon as someone submits the order form, Order Form Submission is the appropriate trigger. If your automation specifically depends on a completed transaction or payment related information, the Order Submitted trigger may be more suitable.

Using the correct trigger helps prevent the workflow from starting at the wrong point in the customer journey.

How to Configure the Order Form Submission Trigger

To begin, go to Automation > Workflows in your GoHighLevel sub account.

Create a new workflow or open an existing workflow where you want to add the automation.

Select Add New Trigger and search for Order Form Submission.

After selecting the trigger, give it a clear name. For example, you could name it New Order Form Customer Onboarding.

GoHighLevel allows you to add filters to make the trigger more specific. These filters can include the funnel or website, page, product, and submission type.

Using these filters is helpful when your business has multiple order forms or products. Instead of allowing every order form submission to start the same workflow, you can create conditions that match the specific process you want to automate.

Use Filters to Create Targeted Onboarding

Filters are one of the most useful parts of the Order Form Submission trigger because they give businesses more control over their automation.

The In Funnel/Website filter allows you to select the funnel or website where the order form is located. You can then narrow the automation further by selecting a specific page or product.

For example, if a business has separate order forms for different services, each service can have its own onboarding workflow.

The Product Is filter can be used when the workflow should respond to a particular product connected to the order form.

GoHighLevel also provides a Submission Type filter with options such as Bump, Opt In, Sale, and Upsell.

These options allow businesses to build different workflows depending on what happened during the form submission.

For example, an Opt In submission can be used for follow up with someone who provided their information without completing the purchase, while a Sale submission can begin a customer onboarding process after a successful purchase.

Automate Customer Onboarding After the Submission

Once the Order Form Submission trigger is configured, you can add the actions that should happen when someone submits the form.

A simple onboarding workflow can start with an immediate confirmation email. This gives the customer reassurance that their information has been received and explains what happens next.

You can also add an internal notification so the appropriate team member knows that a new submission has arrived. For businesses that receive quote requests or service inquiries, this can help the sales team respond more quickly.

Other useful actions can include updating the CRM record, adding a tag, creating a task, or starting a follow up sequence. The exact actions should depend on what the customer submitted and what your business needs to do next.

Test the Workflow Before Publishing

Before publishing the workflow, test the complete process.

GoHighLevel recommends using the funnel's test mode and dummy details to simulate an order form submission. This lets you check whether the trigger activates and whether the following workflow actions behave as expected.

Check the confirmation email, internal notifications, tags, tasks, and any other actions you have added.

Also make sure the correct funnel, page, product, and submission type filters are selected. A filter that is too broad could start the workflow for submissions that should be handled by another automation.

Testing is especially important when you have multiple order forms or different products using the same funnel.

Conclusion

The Order Form Submission Trigger gives businesses a practical way to automate what happens after a customer submits an order form.

Instead of manually checking submissions and deciding what to do next, you can connect the submission event to a workflow that sends confirmation messages, updates customer records, notifies team members, and begins the appropriate follow up process.

The available filters also make it possible to create different journeys for different funnels, pages, products, and submission types.

The most important part is choosing the trigger based on the event you actually want to automate. If you need to respond to the form submission itself, Order Form Submission is appropriate. If the workflow depends on a completed transaction, consider the separate Order Submitted trigger.

Frequently Asked Questions

1. What does the Order Form Submission Trigger do?

It starts a workflow when a customer submits an order form through a funnel or website.

2. Can I filter the trigger by product?

Yes. The trigger supports product based filtering, allowing you to create specific automation for different products.

3. What submission types can I filter?

The available submission types include Bump, Opt In, Sale, and Upsell.

4. Does an Order Form Submission always mean a payment was completed?

No. A form submission and a completed order transaction are separate events. The Order Submitted trigger is designed for the transaction event.

5. Can I test the workflow before publishing it?

Yes. HighLevel recommends using funnel test mode and dummy details to verify the workflow before activating it.

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