Automation Example: Welcome a New List Subscriber With a Message

How-to Guide

If you would like to automate an email or SMS send based on someone submitting information through a form (eg. subscribe form or unsubscribe form), this can be done by setting up an Automation against the list in question.

1. Select Automation from the sidebar.
2. Click New Automation.
3. Click Create next to the Welcome New Subscribers option.
   
4. Select the Folder and the List you wish to trigger this against (or click Add List to create a new one for this purpose).
5. Click Select and Go when done.
   
6. The automation overview screen will now open. Click the pencil (edit) icon next to the automation step that you would like to edit.
   
7. In the first section, select the trigger as Subscribe.
8. In the second section, select your Folder and List (though this is likely already set from when you selected it earlier).
9. In the third section, select the message you want to send when someone subscribes (or click Create a new Email or SMS if you are yet to create this message).
10. In the fourth section, choose when to send it.
11. Click Save once done.
    
12. Once back on the overview page you can activate the automation step(s) by turning the toggle to On when you are ready.