Once you have set up constituents based on the form submission in a Form workflow, you can continue the workflow by adding Send Message and Branch steps that target specific contacts from the form.
It is a best practice to compose all your messages before you begin creating the workflow.
Send messages to specific constituent(s)
The Send Message step works the same as it does in a Contact workflow, except that there is an additional dropdown menu to select one of the Constituent steps that you created above it.
Keep in mind that you can only select one constituent in this step. If you wish to send the same message to more than one Constituent from the form, it is necessary to create a separate Send Message step for that constituent.
Best practice: For reporting and branching purposes, you may want to clone the message in Workflow Messages and create versions for each constituent.
Branch a workflow based on a specific form response
Adding a Branch step to the workflow is conceptually the same as it is for a Contact workflow, and you can still branch a workflow based on a constituent’s action on a previously sent message by selecting the Message button. However, you can also branch the workflow using a form response.
Here, it is important to remember that the form submission is subscribed to the workflow, not the workflow contacts you created above. While you may now have many constituents going through the workflow, there is still only one form submission that this Branch step references.
Add a Branch step. After you add the step, click into the box to configure it.
Click on Form to configure the branch based on a form response. It is not necessary to add a delay (as you would need to do with a Message branch) because all form responses are already submitted and unchanging.
Click “Add” to make a new conditional rule based on the fields in the form. It is important that your form is finalized, because any changes to these fields will cause this workflow step to break.
Set up the conditional rule. Setting up these conditions works the same way as it does in Forms. You can also make additional rules and use the all/any dropdown to further refine the conditions.
Save the step. A “Yes” branch and a “No” branch will be added to the workflow.
Best practice: While it isn’t possible to have a branch as the first step in a Contact workflow, there are use cases where you might want to branch a Form workflow before you do anything else, even creating your constituents.
To organize your workflow around multiple contacts, for instance, you could set up a branch that identifies a specific contact and then add the Constituent and Update Group Membership steps below that. As always, we recommend designing your workflow on paper first to avoid redoing many steps in the module.
The remaining piece of a workflow using the Forms-Workflow Connector is to set the workflow goal.