Original Question:
David Munley asked:
“I have triggers set up for forms submitted, but when forms are completed, the trigger is not running and therefore the prospect is not getting entered into a campaign. Can you help me immediately? NJYM21 is the campaign.”
Answer:
If your triggers are not running when a form is submitted, and your prospects are not being entered into a campaign, there are a few things to check.
Common Issue: Manual SMS vs. Automated SMS
✔ The NJYM21 campaign is currently set to “Manual SMS.”
✔ A Manual SMS event requires manual approval before messages are sent.
✔ This means that leads will not automatically receive a message until you manually approve it under Contacts > Manual Actions.
How to Fix It
To ensure your campaign runs automatically, update the campaign event type to a regular “SMS” instead of “Manual SMS.”
📍 Steps to Fix the Campaign:
- Go to Marketing > Campaigns
- Find “NJYM21” and open it
- Click on the Manual SMS event
- Change it to a regular SMS event
- Click Save & Publish
📌 Now, when a form is submitted, the prospect will automatically be added to the campaign and receive the SMS without manual approval.
Other Possible Issues & Fixes
1. The Trigger Is Not Firing Properly
✔ Go to Automation > Triggers and check if the trigger for “Form Submitted” is active
✔ Ensure that the correct form is selected in the trigger conditions
2. The Contact Is Already in the Campaign
✔ If a prospect was already in the campaign before submitting the form, they might not be added again
✔ Try adding a “Remove from Campaign” step before re-adding them
3. The Campaign Is in Draft Mode
✔ Make sure the campaign status is “Published”
Key Takeaways
✔ Change Manual SMS to Regular SMS to automate messages
✔ Check if the trigger is active and correctly linked to the form
✔ Ensure the campaign is published and not in draft mode
✔ If a lead was previously in the campaign, set up a trigger to remove and re-add them
By following these steps, your campaign should begin running properly, automatically sending SMS messages to new prospects when they submit a form.
More Resources
To further refine your understanding and improve your Agent CRM experience, explore these related blog posts:
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- How to Generate Infinite Banking Leads : Proven Strategies for Insurance Agents
Watch and Learn
For additional insights, check out our YouTube channel for helpful tutorials like this one:
