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

• Use Test Mode to send the email to a test address.
• Switch to Live Mode when ready.
• Tick Enable this Automation.
• Click Save Automation.