Blog

Engaging Your Prospects Following a Content Download with Formstack for Salesforce

Blog

Engaging Your Prospects Following a Content Download with Formstack for Salesforce

Blog

Engaging Your Prospects Following a Content Download with Formstack for Salesforce

Blog

Engaging Your Prospects Following a Content Download with Formstack for Salesforce

Blog

Engaging Your Prospects Following a Content Download with Formstack for Salesforce

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Blog

Engaging Your Prospects Following a Content Download with Formstack for Salesforce

Lacey Jackson
/
April 13, 2021
Blog

Engaging Your Prospects Following a Content Download with Formstack for Salesforce

MIN
/
April 13, 2021
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Episode Transcript

Overwhelmed by fragmented customer journeys? We're offering up a solution in today’s Builder’s Blog tutorial. 

In today’s demo, we’ll walk through how to create a content access form, send content to your prospects, and trigger an email cadence to engage prospects across their journey. Inspired by Formstack partner Lev, this tutorial will showcase how to infuse your new customer experience with moments of connection while ensuring your sales and marketing teams have access to complete, error-free data. 

With this tutorial, you can easily generate data collection forms, create and update Salesforce records, and trigger email cadences. In this example, we’re having our customers complete a form to receive a piece of downloadable content, but this workflow could be applied to appointment registrations, event sign-ups, or contact us forms


Learn More: If you weren’t able to attend Lev’s Ultraviolet 2021 Conference, check out this recap video of event highlights! 



Setting up your Formstack for Salesforce form and establishing your email triggers will only take about 10-15 minutes

If you’d like to build a more complicated use case, check in with our Professional Services team. They’re always ready to help you realize your vision. 

This workflow uses Formstack for Salesforce, Documents for Salesforce, and Salesforce.com. You can expand this workflow by looping in Salesforce Marketing Cloud or Pardot

  1. Build your form. Use the drag-and-drop builder to create your content access form using any standard or custom Salesforce object fields.
  2. Upload your documents. Add your content piece to your Documents account and prepare a customized delivery email for prospects. 
  3. Establish your triggers. Set up triggers to launch your email cadences once your customers submit form data and prompt a senior member in your CRM to contact the prospect.   


Want to dive deeper into our Formstack Builders tutorials? Check out the video tutorial below for more tips on streamlining customer onboarding.


Blog

Engaging Your Prospects Following a Content Download with Formstack for Salesforce

Blog

Engaging Your Prospects Following a Content Download with Formstack for Salesforce

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Engaging Your Prospects Following a Content Download with Formstack for Salesforce

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Overwhelmed by fragmented customer journeys? We're offering up a solution in today’s Builder’s Blog tutorial. 

In today’s demo, we’ll walk through how to create a content access form, send content to your prospects, and trigger an email cadence to engage prospects across their journey. Inspired by Formstack partner Lev, this tutorial will showcase how to infuse your new customer experience with moments of connection while ensuring your sales and marketing teams have access to complete, error-free data. 

With this tutorial, you can easily generate data collection forms, create and update Salesforce records, and trigger email cadences. In this example, we’re having our customers complete a form to receive a piece of downloadable content, but this workflow could be applied to appointment registrations, event sign-ups, or contact us forms


Learn More: If you weren’t able to attend Lev’s Ultraviolet 2021 Conference, check out this recap video of event highlights! 



Setting up your Formstack for Salesforce form and establishing your email triggers will only take about 10-15 minutes

If you’d like to build a more complicated use case, check in with our Professional Services team. They’re always ready to help you realize your vision. 

This workflow uses Formstack for Salesforce, Documents for Salesforce, and Salesforce.com. You can expand this workflow by looping in Salesforce Marketing Cloud or Pardot

  1. Build your form. Use the drag-and-drop builder to create your content access form using any standard or custom Salesforce object fields.
  2. Upload your documents. Add your content piece to your Documents account and prepare a customized delivery email for prospects. 
  3. Establish your triggers. Set up triggers to launch your email cadences once your customers submit form data and prompt a senior member in your CRM to contact the prospect.   


Want to dive deeper into our Formstack Builders tutorials? Check out the video tutorial below for more tips on streamlining customer onboarding.


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Infographic

Engaging Your Prospects Following a Content Download with Formstack for Salesforce

We’re collaborating with Formstack partner Lev to show you how easy it is to optimize your customer journey with Formstack and Salesforce.
Download InfographicDownload Infographic

Overwhelmed by fragmented customer journeys? We're offering up a solution in today’s Builder’s Blog tutorial. 

In today’s demo, we’ll walk through how to create a content access form, send content to your prospects, and trigger an email cadence to engage prospects across their journey. Inspired by Formstack partner Lev, this tutorial will showcase how to infuse your new customer experience with moments of connection while ensuring your sales and marketing teams have access to complete, error-free data. 

With this tutorial, you can easily generate data collection forms, create and update Salesforce records, and trigger email cadences. In this example, we’re having our customers complete a form to receive a piece of downloadable content, but this workflow could be applied to appointment registrations, event sign-ups, or contact us forms


Learn More: If you weren’t able to attend Lev’s Ultraviolet 2021 Conference, check out this recap video of event highlights! 



Setting up your Formstack for Salesforce form and establishing your email triggers will only take about 10-15 minutes

If you’d like to build a more complicated use case, check in with our Professional Services team. They’re always ready to help you realize your vision. 

This workflow uses Formstack for Salesforce, Documents for Salesforce, and Salesforce.com. You can expand this workflow by looping in Salesforce Marketing Cloud or Pardot

  1. Build your form. Use the drag-and-drop builder to create your content access form using any standard or custom Salesforce object fields.
  2. Upload your documents. Add your content piece to your Documents account and prepare a customized delivery email for prospects. 
  3. Establish your triggers. Set up triggers to launch your email cadences once your customers submit form data and prompt a senior member in your CRM to contact the prospect.   


Want to dive deeper into our Formstack Builders tutorials? Check out the video tutorial below for more tips on streamlining customer onboarding.


Overwhelmed by fragmented customer journeys? We're offering up a solution in today’s Builder’s Blog tutorial. 

In today’s demo, we’ll walk through how to create a content access form, send content to your prospects, and trigger an email cadence to engage prospects across their journey. Inspired by Formstack partner Lev, this tutorial will showcase how to infuse your new customer experience with moments of connection while ensuring your sales and marketing teams have access to complete, error-free data. 

With this tutorial, you can easily generate data collection forms, create and update Salesforce records, and trigger email cadences. In this example, we’re having our customers complete a form to receive a piece of downloadable content, but this workflow could be applied to appointment registrations, event sign-ups, or contact us forms


Learn More: If you weren’t able to attend Lev’s Ultraviolet 2021 Conference, check out this recap video of event highlights! 



Setting up your Formstack for Salesforce form and establishing your email triggers will only take about 10-15 minutes

If you’d like to build a more complicated use case, check in with our Professional Services team. They’re always ready to help you realize your vision. 

This workflow uses Formstack for Salesforce, Documents for Salesforce, and Salesforce.com. You can expand this workflow by looping in Salesforce Marketing Cloud or Pardot

  1. Build your form. Use the drag-and-drop builder to create your content access form using any standard or custom Salesforce object fields.
  2. Upload your documents. Add your content piece to your Documents account and prepare a customized delivery email for prospects. 
  3. Establish your triggers. Set up triggers to launch your email cadences once your customers submit form data and prompt a senior member in your CRM to contact the prospect.   


Want to dive deeper into our Formstack Builders tutorials? Check out the video tutorial below for more tips on streamlining customer onboarding.


Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

Overwhelmed by fragmented customer journeys? We're offering up a solution in today’s Builder’s Blog tutorial. 

In today’s demo, we’ll walk through how to create a content access form, send content to your prospects, and trigger an email cadence to engage prospects across their journey. Inspired by Formstack partner Lev, this tutorial will showcase how to infuse your new customer experience with moments of connection while ensuring your sales and marketing teams have access to complete, error-free data. 

With this tutorial, you can easily generate data collection forms, create and update Salesforce records, and trigger email cadences. In this example, we’re having our customers complete a form to receive a piece of downloadable content, but this workflow could be applied to appointment registrations, event sign-ups, or contact us forms


Learn More: If you weren’t able to attend Lev’s Ultraviolet 2021 Conference, check out this recap video of event highlights! 



Setting up your Formstack for Salesforce form and establishing your email triggers will only take about 10-15 minutes

If you’d like to build a more complicated use case, check in with our Professional Services team. They’re always ready to help you realize your vision. 

This workflow uses Formstack for Salesforce, Documents for Salesforce, and Salesforce.com. You can expand this workflow by looping in Salesforce Marketing Cloud or Pardot

  1. Build your form. Use the drag-and-drop builder to create your content access form using any standard or custom Salesforce object fields.
  2. Upload your documents. Add your content piece to your Documents account and prepare a customized delivery email for prospects. 
  3. Establish your triggers. Set up triggers to launch your email cadences once your customers submit form data and prompt a senior member in your CRM to contact the prospect.   


Want to dive deeper into our Formstack Builders tutorials? Check out the video tutorial below for more tips on streamlining customer onboarding.


Overwhelmed by fragmented customer journeys? We're offering up a solution in today’s Builder’s Blog tutorial. 

In today’s demo, we’ll walk through how to create a content access form, send content to your prospects, and trigger an email cadence to engage prospects across their journey. Inspired by Formstack partner Lev, this tutorial will showcase how to infuse your new customer experience with moments of connection while ensuring your sales and marketing teams have access to complete, error-free data. 

With this tutorial, you can easily generate data collection forms, create and update Salesforce records, and trigger email cadences. In this example, we’re having our customers complete a form to receive a piece of downloadable content, but this workflow could be applied to appointment registrations, event sign-ups, or contact us forms


Learn More: If you weren’t able to attend Lev’s Ultraviolet 2021 Conference, check out this recap video of event highlights! 



Setting up your Formstack for Salesforce form and establishing your email triggers will only take about 10-15 minutes

If you’d like to build a more complicated use case, check in with our Professional Services team. They’re always ready to help you realize your vision. 

This workflow uses Formstack for Salesforce, Documents for Salesforce, and Salesforce.com. You can expand this workflow by looping in Salesforce Marketing Cloud or Pardot

  1. Build your form. Use the drag-and-drop builder to create your content access form using any standard or custom Salesforce object fields.
  2. Upload your documents. Add your content piece to your Documents account and prepare a customized delivery email for prospects. 
  3. Establish your triggers. Set up triggers to launch your email cadences once your customers submit form data and prompt a senior member in your CRM to contact the prospect.   


Want to dive deeper into our Formstack Builders tutorials? Check out the video tutorial below for more tips on streamlining customer onboarding.


Overwhelmed by fragmented customer journeys? We're offering up a solution in today’s Builder’s Blog tutorial. 

In today’s demo, we’ll walk through how to create a content access form, send content to your prospects, and trigger an email cadence to engage prospects across their journey. Inspired by Formstack partner Lev, this tutorial will showcase how to infuse your new customer experience with moments of connection while ensuring your sales and marketing teams have access to complete, error-free data. 

With this tutorial, you can easily generate data collection forms, create and update Salesforce records, and trigger email cadences. In this example, we’re having our customers complete a form to receive a piece of downloadable content, but this workflow could be applied to appointment registrations, event sign-ups, or contact us forms


Learn More: If you weren’t able to attend Lev’s Ultraviolet 2021 Conference, check out this recap video of event highlights! 



Setting up your Formstack for Salesforce form and establishing your email triggers will only take about 10-15 minutes

If you’d like to build a more complicated use case, check in with our Professional Services team. They’re always ready to help you realize your vision. 

This workflow uses Formstack for Salesforce, Documents for Salesforce, and Salesforce.com. You can expand this workflow by looping in Salesforce Marketing Cloud or Pardot

  1. Build your form. Use the drag-and-drop builder to create your content access form using any standard or custom Salesforce object fields.
  2. Upload your documents. Add your content piece to your Documents account and prepare a customized delivery email for prospects. 
  3. Establish your triggers. Set up triggers to launch your email cadences once your customers submit form data and prompt a senior member in your CRM to contact the prospect.   


Want to dive deeper into our Formstack Builders tutorials? Check out the video tutorial below for more tips on streamlining customer onboarding.


Overwhelmed by fragmented customer journeys? We're offering up a solution in today’s Builder’s Blog tutorial. 

In today’s demo, we’ll walk through how to create a content access form, send content to your prospects, and trigger an email cadence to engage prospects across their journey. Inspired by Formstack partner Lev, this tutorial will showcase how to infuse your new customer experience with moments of connection while ensuring your sales and marketing teams have access to complete, error-free data. 

With this tutorial, you can easily generate data collection forms, create and update Salesforce records, and trigger email cadences. In this example, we’re having our customers complete a form to receive a piece of downloadable content, but this workflow could be applied to appointment registrations, event sign-ups, or contact us forms


Learn More: If you weren’t able to attend Lev’s Ultraviolet 2021 Conference, check out this recap video of event highlights! 



Setting up your Formstack for Salesforce form and establishing your email triggers will only take about 10-15 minutes

If you’d like to build a more complicated use case, check in with our Professional Services team. They’re always ready to help you realize your vision. 

This workflow uses Formstack for Salesforce, Documents for Salesforce, and Salesforce.com. You can expand this workflow by looping in Salesforce Marketing Cloud or Pardot

  1. Build your form. Use the drag-and-drop builder to create your content access form using any standard or custom Salesforce object fields.
  2. Upload your documents. Add your content piece to your Documents account and prepare a customized delivery email for prospects. 
  3. Establish your triggers. Set up triggers to launch your email cadences once your customers submit form data and prompt a senior member in your CRM to contact the prospect.   


Want to dive deeper into our Formstack Builders tutorials? Check out the video tutorial below for more tips on streamlining customer onboarding.


Overwhelmed by fragmented customer journeys? We're offering up a solution in today’s Builder’s Blog tutorial. 

In today’s demo, we’ll walk through how to create a content access form, send content to your prospects, and trigger an email cadence to engage prospects across their journey. Inspired by Formstack partner Lev, this tutorial will showcase how to infuse your new customer experience with moments of connection while ensuring your sales and marketing teams have access to complete, error-free data. 

With this tutorial, you can easily generate data collection forms, create and update Salesforce records, and trigger email cadences. In this example, we’re having our customers complete a form to receive a piece of downloadable content, but this workflow could be applied to appointment registrations, event sign-ups, or contact us forms


Learn More: If you weren’t able to attend Lev’s Ultraviolet 2021 Conference, check out this recap video of event highlights! 



Setting up your Formstack for Salesforce form and establishing your email triggers will only take about 10-15 minutes

If you’d like to build a more complicated use case, check in with our Professional Services team. They’re always ready to help you realize your vision. 

This workflow uses Formstack for Salesforce, Documents for Salesforce, and Salesforce.com. You can expand this workflow by looping in Salesforce Marketing Cloud or Pardot

  1. Build your form. Use the drag-and-drop builder to create your content access form using any standard or custom Salesforce object fields.
  2. Upload your documents. Add your content piece to your Documents account and prepare a customized delivery email for prospects. 
  3. Establish your triggers. Set up triggers to launch your email cadences once your customers submit form data and prompt a senior member in your CRM to contact the prospect.   


Want to dive deeper into our Formstack Builders tutorials? Check out the video tutorial below for more tips on streamlining customer onboarding.


Lacey Jackson
As a Product Marketing Manager at Formstack, Lacey is dedicated to creating content that showcases the power of the Formstack platform. When she’s not creating Formstack Builders tutorials, she can be found reading, playing board games, or strolling with her dog. Lacey is a graduate of Franklin College.
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