Hello all. I'm very new to BPMO. I've used other platforms for marketing automation for many years but getting my head around how BPMO works is slower going that I expected.
I've tried to follow the instructions on the technical aspects of the product and WOW, they really need someone to give those some finesse. It seems they were written by someone very familiar with the platform but without the unique skills that are required to write technical instructions.
For now, I'd like to sort out how to create an email follow-up sequence that is triggered by leads coming in from a web form. I'd also love to find out if anyone has this working with the Divi wordpress theme's contact form OR Clickfunnels's landing pages.
Anyone have advice or can point me to some instructions that are worth following? I really appreciate any help. Thank you in advance.
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Dear John,
We are grateful for your feedback and I will make sure to transfer it to the academy team.
Now, regarding the questions you have. It is possible to create an email follow-up with the help of a business process, which would be triggered by the new lead with the specific type. You can read more about the business process elements on the Academy via the link below:
https://academy.bpmonline.com/documents/technic-bpms/7-12/process-elements
Moreover, we have a plugin for WordPress integration. The add-on is compatible with the forms created in WordPress using Gravity Forms and Contact Form 7. Any different integration can be achievable with the help of development. You can find the plugin on the Marketplace below:
https://marketplace.bpmonline.com/app/wordpress-plug-bpmonline
Furthermore, the Academy is the biggest source of information available and has the most thorough documentation regarding every piece of functionality. You can search the articles by keywords or you can find the necessary thematic block and find the information there.
Warm regards,
Matt