Send an automated email campaign upon form submission

When a contact completes and submits a form, you can use this information to personalize an email message and initiate an automated email campaign. Email messages are sent to both known and anonymous contacts.

Note

In some cases, the format of the data entered does not match what you want to include in the email message. You can change the format to meet your requirements.

To send an automated email campaign upon form submission:

  1. Create an automated email campaign, select Activate message now, and then click Activate message.

    Delivery options for an automated email campaign
  2. Create a form with the fields described in the following table, using the settings in the Form elements pane, on the General tab.

    Sending automated campaign 92+.png

    Form element

    Label

    Field name

    Description

    Basic section

    Email

    Email Address

    Email Address

    This is a required field used to send the email message.

    Checkbox

    I consent to receive emails in accordance with privacy policies. I understand I can opt out at any time.

    Consent to receive marketing emails

    This check box indicates that the contact has explicitly consented to have marketing email messages sent to them.

    Single-line text

    Full Name

    Full name

    The value field is used as a personalization token.

    Structure section

    Submit button

    Submit

    Submit

    Associate the Send Email Campaign Message submit action with the button to send an email campaign message.

    Note

    For all settings not in the table, accept the default.

  3. On the canvas, click the Submit button you added to the form and, on the General tab, in the Submit actions section, click the Add (+) button and click Send email campaign message.

  4. In the Select email campaign message dialog box, from the list, click the email campaign you created in step 1. Only email campaigns that are active are available.

  5. In the Select email field, click Email Address, which the used along with the identification source to identify the contact who will receive the email message.

  6. In the Specify the identification source field, click Forms as the one you want to use.

  7. In the Select the consent field, select Consent to receive marketing emails that you defined in Step 2.

    Note

    We recommended that the consent field is a check box. To comply with GDPR legislation, for example, the consent field needs to be a check box.

  8. In the Send Email Campaign Message dialog box, click + Add token.

  9. In the Token name field, specify the token name (for example, fullname) and, in the Form field, click Full Name that you defined in Step 2.

    Send automated campaign 92+.png

    Important

    When you insert a token into the email message to personalize it, you must use the same token name that you define here.

  10. Click OK and then save your changes.