Formidable Forms is one of the most advanced form builder plugins for WordPress that lets you create forms for surveys, quizzes, and more.
QuillCRM 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 QuillCRM 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.
Enter the name of your form and start dragging and dropping the elements to create it.
Here’s the form we created:
Step 2: Create a new automation and add the ‘Form Submitted’ event.
After that, go to the Automation tab and select the Formidable Forms trigger.
After selecting the form type, choose the form you created in Formidable Forms from the Form ID dropdown menu.
Contact Field Mapping
Map the following required fields:
- First Name—Maps to contact’s first name
- Last Name—Maps to contact’s last name
- Email – Maps to contact’s email address (required)
For each field, you can either:
- Enter a static value
- Use merge tags by clicking the # icon
- Select from dropdown options
Email Field Options
For the Email field, select the appropriate mapping from the dropdown:
- Email Address – Standard email field
Other Fields
You can add additional custom fields by:
- Click + Add Field button
- Select the Field Label from the dropdown
- Enter the Field Value or select a field/custom value
- Use the # icon for merge tags
- Click the trash icon to remove a field
Contact Settings
Configure how contacts are handled:
Lists
- Select which list(s) new contacts should be added to
- Choose from your existing contact lists
Tags
- Assign tags to contacts submitted through this form
- Helps with segmentation and automation
Update Options
Toggle these settings as needed:
- Update existing contact—Updates contact information if email already exists
- Update blank fields—only fills in empty fields on existing contacts
- Mark as Subscribed – Automatically subscribes contacts to your email list
Conditions
There is one condition that you get with your form submission event: Form Field.
Hit the Add New Condition button and click on the form builder when setting up conditions.
Select the ‘Form Field’ (Formidable Forms) rule under the ‘IF’ section.
Here, we have selected the “Area Of Interest?” field.
like this.
Merge Tags
Here are some common merge tags available for your form-based automations in QuillCRM Automations:
- Form ID—Pulls the Form ID
- Form Title—Gives the title of the form
- And other fields—you create from your form.
You can use these merge tags to fetch and post the dynamic data entered on forms.
To fetch any field of your form, click on the copy icon next to the form field merge tag.
After that, go to the Formidable Forms plugin and submit the Contact Form to trigger the automation.
Fill in all data.
Select the “Form Field (Formidable Forms)” rule under the IF section.
Then choose the field “Area of Interest.”
If the user selects “Search Engine Optimization,” an email will be sent.
Your automation is live and running.
Now when any user signs up to your form and selects one of the product categories, it’ll send the particular email you assigned to them.
Well done! You’ve successfully set up an automation using Formidable Forms in QuillCRM Automations.