Setup Your First E-mail Automation

You can use automations to send emails when a contact completes an action, such as submitting a form. This article shows how to set up an automation that runs after a user submits a lead capture form and sends a welcome email.

Create the Automation

• Go to Dashboard > Marketing > Automation.
• Click New Automation.

• Enter a meaningful title in Automation Title.
  Example: Lead Form Submit > Send Welcome Email

See: Creating and Managing Automations for more detail.

• In Upon Event, select Forms – When a form is submitted.
• Select the form that should trigger the automation.

See: Automation Event Triggers and Workflow Steps Explained for more detail on triggers.

Configure Workflow Steps

• In Workflow, select Send Email to Customer.
• In Step 1, choose an existing email message.
• Or click Create New Message.
• Click Edit Message to configure the email content.

See: Creating an Email Message for instructions on building email content.

Test and enable the automation

• Choose Live Mode or Test Mode. Test Mode sends the email only to a test address you specify, which is useful while you are still setting the automation up.

• Leave Send to 'Pending' contacts and Send to 'Unsubscribed' contacts unticked unless you have a reason to change them. By default this step only emails contacts who are subscribed.

• Tick Enable this Automation.

• Click Save Automation.

Who receives the email: each contact has a subscription status, and this step only emails contacts who are subscribed. Contacts who are pending or unsubscribed are skipped unless you tick the matching option on the step. The options are set per step, so the same message can be handled differently in another automation.

See: Automation Event Triggers And Workflow Steps Explained for what each subscription status means.