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.
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:
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Create an automated email campaign, select Activate message now, and then click Activate message.
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Create a form with the fields described in the following table, using the settings in the Form elements pane, on the General tab.
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.
NoteFor all settings not in the table, accept the default.
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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.
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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.
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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.
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In the Specify the identification source field, click Forms as the one you want to use.
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In the Select the consent field, select Consent to receive marketing emails that you defined in Step 2.
NoteWe 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.
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In the Send Email Campaign Message dialog box, click + Add token.
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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.
ImportantWhen you insert a token into the email message to personalize it, you must use the same token name that you define here.
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Click OK and then save your changes.