Details
Sending an email or SMS as soon as someone fills in a form to join (subscribe to) your list is a great way to welcome a new subscriber - which is what we'll cover for you in the guide below.
However, we also have separate articles on related topics which may be of interest;
- Nurture a contact with a series of emails / SMS messages over time (great for lead nurturing, onboarding a new customer or training a new user with a staggered email series)
- Sending different emails / SMS messages depending on what options someone selects on a form (requires our Advanced Automations module)
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.
- Select Automation from the sidebar.
- Click .
- Click next to the Welcome New Subscribers option.
- Select the Folder and the List you wish to trigger this against (or click Add List to create a new one for this purpose).
- Click when done.
- The automation overview screen will now open. Click the (edit) icon next to the automation step that you would like to edit.
- In the first section, select the trigger as Subscribe.
- In the second section, select your Folder and List (though this is likely already set from when you selected it earlier).
- 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).
- In the fourth section, choose when to send it.
- Click once done.
- Once back on the overview page you can activate the automation step(s) by turning the toggle to when you are ready.
