Form event trigger
Learn how to configure the Form event trigger entry trigger and control which contacts can enter your journey.
What we'll cover
- Concepts
- How to configure this trigger
- Settings and contact filtering
- Use cases and business examples
- Troubleshooting
- FAQ
- Need help?
1 Concepts
The Form event trigger starts contacts when a configured form event occurs in Tarvent.
Use this trigger when the entry point for your journey should be based on this event type instead of a manual add or a different trigger source.
Note: This trigger is an entry trigger. It is placed at the top of the journey, and it controls how contacts begin the journey flow.
2 How to configure this trigger
Here are the steps:
- Open the journey, and click Add.
- Add a New entry trigger.
- Select Form event trigger.
- Enter a clear trigger Name.
- Configure the trigger Settings for the event or conditions you want to use.
- Set Apply to which contacts to All contacts or Only contacts that meet criteria.
- Click Save.
Pro-tip: Use a trigger name that describes the business purpose, such as Start after form submit or Start on renewal date.
3 Settings and contact filtering
Most trigger editors include a Settings section and an Apply to which contacts section.
In Settings, choose the event details, source, or timing rules that should start the journey for this trigger.
In Apply to which contacts, choose whether the trigger applies to All contacts or only a filtered group.
- All contacts is best when every qualifying event should start the journey
- Only contacts that meet criteria is best when you want to limit entry to a specific segment
Note: Trigger settings control when the trigger can fire, but journey Settings still control whether the contact is allowed to enter again.
4 Use cases and business examples
Use cases and business examples
- Lead Capture Follow-Up: Start a lead nurture sequence after a form submit.
- Demo Request Routing: Notify the team and send a confirmation after a request form.
- Content Download Nurture: Enroll contacts who request a resource.
5 Troubleshooting
Common issues to check
- Verify the trigger Settings are pointing to the correct event, source, or timing rule
- Confirm the contact meets any Apply to which contacts criteria
- Review journey Settings to see whether the journey allows re-entry
- Make sure the journey is started
Warning: If you are troubleshooting a live journey, test changes with a small internal segment before applying them broadly.
6 FAQ
7 Need help?
If you need help configuring journey triggers, contact support. We’re happy to help!