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Switching a User Role When a Form is Submitted

One possible example of an automation that might come in handy for you is this one: one of the visitors/users of your site submits a form on your site, and they get registered as an SEO editor of your website.

Moreover, they will be added to the autoresponder of your choice, alongside a tag, to let you know that they now have an editor role on your site, and they will get a custom email with the benefits and capabilities of an editor.

To achieve this, you would have to follow these steps:

  • create an automation in Thrive Automator with the following steps:

    • Start Trigger: Form Submit
    • Action: Register user with the role: SEO editor
    • Action: Add user in autoresponder
  • assign a tag to that user when adding them to the autoresponder;
  • add the tag in the autoresponder, if necessary (for example, in ActiveCampaign you will have to add the tag from the “Manage Tags” section);
  • create an automation in ActiveCampaign that starts when the tag has been added to the user;
  • send the new editors an email with information about their new role;

If this is similar to something you would like to achieve on your site, you can follow these steps (and, of course, adapt them to your own situation):

Access the Thrive Automator Dashboard

We will can start by accessing Thrive Automator and creating the automation there. In the left sidebar of your WordPress admin dashboard, hover over “Thrive Dashboard” and click on “Thrive Automator“:

In the Thrive Automator Dashboard, click on “Add new” to initiate a new automation:

If you’re not familiar with the process of creating a new automation, please make sure to check out these articles first:

The automation canvas will open, and you will have to start by choosing a “Start Trigger”:

Choose the Start Trigger

Click on this “Search for a trigger” field to do that. From the list that opens, click on “Form Submit”:

Next, you can select a specific form and also set a condition that needs to be met in order for the trigger to start.

Note: if your form includes custom fields (such as radio buttons, checkboxes, etc. ), then you will be able to find it by its unique identifier from here:

If your form has regular fields (such as name, email), then you will be able to use the unique form identifier in the following drop-down list:

Select “Specific forms” from the list and then look up your form identifier:

After you configure this, click on “Done”:

Choose the First Action – Find or create user

It’s time to add the actions. The first one is the “Find or create user” one, so that we can give users a certain role once the start trigger event occurs (form is submitted, in this case).

Please see this article if you need more information about the available user roles and what each of them means, keeping in mind that some of the roles from this list depend on the membership plugins that you have installed and activated on your site.

Click on the plus sign below the start trigger, to add a new action, and choose the “Find or create user” action:

Choose the role that you want to provide the users, and click on “Done”:

Choose the Second Action – Add to autoresponder

Since I also want to add the new editors to one of my campaigns, so that I can automatically send them an email as they sign up to become an editor, I will also include the “Add to autoresponder” action in my Thrive Automator” automation, with a tag:

  • 1 – The autoresponder I want to add the users to – in this case, ActiveCampaign;
  • 2 – The mailing list in which the users should be added;
  • 3 – The associated tag;
  • 4 – You’re also able to send dynamic information to the autoresponder, as tags – for example, you can also send the username/email etc. of the person that has filled in the form, and the information will be received as a tag in the autoresponder.

The automation from Thrive Automator is ready, you can click on “Save and finish” from the bottom right corner of the canvas:

And, if you haven’t yet, go ahead and activate the automation.

Now, each time someone submits a form on your site, they will be added to the mailing list of your choice, with a tag associated with it, and their user role will turn to “SEO editor”.

You can now create the setup in the autoresponder, in order to send each user associated with that tag an email.

Create the Automation in ActiveCampaign

I will be using ActiveCampaign as an example, but please keep in mind that the setup might be different when using other services.

Create a new automation

Firstly, I will create a new automation that starts whenever a tag is added to a contact, and that will send out a new email to that contact. The email will include the information I want to send to my new editors.

Once you access the ActiveCampaign dashboard and log in, go to the “Automations” section of the left sidebar:

Click on “Create an automation” from the top right corner of the automations dashboard:

A pop-up opens, and you can choose the “Start from scratch” option”:

Once the canvas opens, you will have to choose the start trigger for the automation:

Start Trigger – Tag is added

In this case, I will go for the “Tag is added” start trigger:

I will insert the same tag as the one added when creating the automation in Thrive Automator, and click on “Add Start”:

Note: Make sure the tag has been added to ActiveCampaign from the “Contacts” -> “Manage Tags” section:

Next, choose the action to be taken when the start trigger event occurs. A pop-up opens, to help you quickly choose the action:

Action – Send an email

In order to finish setting up the scenario presented at the beginning of this article, the action chosen here will be the “Send an email” one:

Then, you will have to set up your email and select it:

The ActiveCampaign automation should look like this:

Make sure you set it to “Active”:

And, as simple as that, each time someone submits a form on my site, they will be given the “SEO editor” role, as well as receive an automatic email with some information.

Note: Because of the “Find or create user” action that has been set up in Thrive Automator, the users will also receive an email with the login details of their account for the new role, from where they will be able to set up a password.

Make sure to take a look at this section of our knowledge base in case you want to see more examples of automations created in Thrive Automator.

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