Would you like a form on your website to give someone course access or start a countdown offer for them as soon as they submit it?
In this guide, we’ll walk you through adding Thrive Actions to a form. A Thrive Action runs in another Thrive product after each submission. Right now, you can grant or revoke access in Thrive Apprentice and start or end an evergreen campaign in Thrive Ultimatum. All you need is a form built with Thrive Architect or Thrive Leads, plus the Thrive product the action uses.
- Adding a Thrive Action to a Form
- Granting or Revoking Thrive Apprentice Access
- Starting or Ending a Thrive Ultimatum Campaign
- Setting a Time Delay
- Adding a Condition
- Saving the Action and Your Form
- Editing or Removing an Action
- Checking the Submission Log
- Frequently Asked Questions
Before you get started, make sure Thrive Architect or Thrive Leads is installed and activated on your WordPress site. Thrive Apprentice or Thrive Ultimatum, whichever your action uses, needs to be active too.
Note: Thrive Actions take the place of the Thrive Automator recipe that grants access when a form is submitted. If you used that recipe before, set up a Thrive Action on the same form instead.
Adding a Thrive Action to a Form
To get started, we’ll add a Thrive Action to the form you want to use.
Thrive Actions live in the connection settings of a form, next to the API, HTML code, and Webhook options. You’ll find the same tab in the Thrive Architect editor and in the Thrive Leads form editor.
Finding the Tab in Thrive Architect
First, go to Pages » All Pages in your WordPress sidebar. Next, hover over the page that holds your form. Then, click Edit with Thrive Architect.
Next, click the form in the editor to select it. Thrive Actions work on forms built with the Lead Generation element. In the left sidebar under Connection, click the Thrive Actions tab.
If your form lives in Thrive Leads instead, the next part shows where to find the same tab.
Finding the Tab in Thrive Leads
For a Thrive Leads form, go to Thrive Leads » My Forms in your WordPress sidebar. Then, click the arrow next to the lead group that holds the form to expand it.
Next, open the three-dot menu on the form’s row. Then, click Edit form.
In the form editor, click the form to select it. Then, in the left sidebar under Connection, click the Thrive Actions tab.
From here on, the steps are the same in both editors. To start, click + Add Thrive Action.
A Thrive Actions window opens with an option for each supported product. Next, you’ll pick the one that matches what should happen after someone submits the form.
Note: A form can hold several Thrive Actions, but only 1 action for each product. That means 1 Apprentice access action and 1 Ultimatum campaign action. To grant access on one form and take it away on another, set up each action on its own form.
Granting or Revoking Thrive Apprentice Access
This action opens a course or bundle for the person who submits the form, or takes that access away.
In the window, select Apprentice access.
Next, choose what the action does. To give people access, select Grant access.
Then, open the Grant access to dropdown and select the Apprentice product.
Apprentice finds the person by the email address entered in the form. When no account exists for that email, Apprentice creates a WordPress user for them first.
Because anyone can submit the form, the window shows a notice recommending spam protection. To turn it on, click Enable spam protection. This switches on Thrive spam protection, which helps stop bots from creating accounts through your form.
To learn more, see our guide on enabling spam protection.
To take access away instead, add the action to a different form. Next, click + Add Thrive Action and select Apprentice access again. Then select Revoke access.
Next, open the Revoke access to dropdown and select the product.
The person disappears from your Apprentice members list for that product. Their progress is kept. The window states this under the Revoke access option.
Once the product is chosen, the action is ready for an optional delay or condition.
Starting or Ending a Thrive Ultimatum Campaign
This action starts a countdown offer for the person who submits the form, or ends one. For example, an evergreen campaign with a top ribbon starts for the person on their next visit after they submit the form.
In the window, select Ultimatum campaign.
Next, select Start campaign to start the campaign clock for that person.
Then, open the campaign dropdown and select the campaign.
The list only shows evergreen campaigns that are running. If your campaign is missing, check that it’s an evergreen campaign and that it has been started in Thrive Ultimatum.
To stop a campaign for the person instead, add the action to a different form. Next, click + Add Thrive Action and select Ultimatum campaign again. Then select End campaign.
To set up a campaign, see our guide on getting started with Thrive Ultimatum. With the target chosen, you can add a delay or a condition before you save the action.
Setting a Time Delay
By default, an action fires immediately on every submission. To wait before it fires, switch on Time delay.
Under When should this fire?, type a number and choose a unit: minutes, hours, days, weeks, or months after the form submission.
A delay suits follow-ups that belong later, such as starting an offer a day after someone joins your list. Leave it off when the action should happen right away.
Adding a Condition
When Add a condition is off (the default), the action fires for every submission. Switching it on makes the action fire only when a form field matches a value you set.
Next, choose the form field to check. Then choose how to compare it:
- equals: the field must match your value. Choose this for answers from a fixed list, such as a dropdown choice.
- does not equal: the action fires for every value except yours. Choose this to leave out one answer.
- contains: the field only needs to include your value. Choose this to match part of an entry, such as an email domain.
Finally, type the value to match. The line under the condition shows what happens when it matches.
Matching isn’t case sensitive and ignores extra spaces. That means “Gold” and “gold ” count as the same value. A condition helps when a single form serves several offers and only some answers need the action.
Saving the Action and Your Form
The summary at the bottom of the window describes what the action will do. When it reads the way you want, click Continue.
The action is saved and appears as a card in the Thrive Actions tab. Each card shows the action, its target, and when it fires.
When you’re done adding actions in Thrive Architect, click Save Work at the bottom of the left sidebar to save the page. Then publish the page so visitors can use the form.
In the Thrive Leads form editor, click Save changes at the top right instead.
Your form now runs the action on new submissions.
Editing or Removing an Action
To change a saved action, click Edit on its card. The same window opens with your settings, ready to update.
To delete an action, click Remove on its card. Then, click Remove action to confirm.
After you remove an action, you have 8 seconds to undo it. Editing an action also skips any delayed runs of it that are still waiting.
Checking the Submission Log
The submission log is the quickest way to confirm your setup works. To open it, click All logs at the top of the action list.
The Submission Log lists every action run for the form, with the submitter’s email, the action, and its outcome. A run shows as Fired once it has run. It shows as Scheduled when you set a time delay and it’s still waiting, or Skipped when it didn’t run. You can filter by outcome or by action, and search by email.
A run is skipped when its condition doesn’t match the submission. A pending delayed run is also skipped when you edit the action before it fires. The log keeps the last 100 entries for each form.
That’s it! Your form now grants or revokes Thrive Apprentice access and starts or ends Thrive Ultimatum campaigns after each submission. Any delay or condition you set applies too. Next, learn how to test your Thrive Ultimatum campaigns to see a started campaign the way your visitors do. You can also see how to get started with drip content in Thrive Apprentice to control when new members reach each lesson.
Frequently Asked Questions
Below, we’ve answered some of the most common questions about Thrive Actions.
Who does my action apply to?
The person whose email address is entered in the form. The submission log lists each run by that email.
Can I add more than one action to a form?
Yes, but only 1 action for each product. A form can hold 1 Apprentice access action and 1 Ultimatum campaign action. Once both are added, the Thrive Actions tab shows that all plugins are added.
How do I grant access on one form and revoke it on another?
To grant access on one form, set up the Apprentice access action. Then add a second Apprentice access action to revoke access on a different form. The same approach works for starting and ending an Ultimatum campaign.
What happens to a person’s progress when I revoke access?
Their progress is kept. The Revoke access option in the window says so.
Why isn’t my Ultimatum campaign listed?
The Ultimatum campaign action only lists evergreen campaigns that are running. To fix this, start the campaign in Thrive Ultimatum. Then open the dropdown again. For the full steps, see the Starting or Ending a Thrive Ultimatum Campaign section above.
Why does my submission log show Skipped for a run?
A run is skipped when the action’s condition doesn’t match the submission, or when you edited the action while the run was still waiting.