Mission: Send out a thank-you email when a
person fills out a form
Step 1: Create an Email
Go to the Marketing Activities area.
Select My Program in the left menu, click the New drop-down, and select New Local Asset.
Name your email "Auto Response Email," choose a template and click Create.
An email editor will open in a new window or tab. If pop-ups are blocked, press click Edit Draft on the asset summary page to access the email.Double-click the subject field and enter
Enter a subject line, then double-click the body
editable area of the email.
A rich text editor will open on top of the email editor.
Highlight the existing email content.
Type your email content Click Copy from HTML in the Text section and click SAVE
and click Save.
Click Copy from HTML to copy the HTML email content on the left to the plain text email content on the right. Images, links, and formatting are removed.
Your changes are auto-saved, close
. Close the email editor tab/window.
Select your new email, under
. Under Email Actions click Approve.
Step 2: Create a Smart Campaign
Right-click My Program and click New Smart Campaign.
Name your the smart campaign "Auto Response Campaign" and click CREATE
Go to the Smart List tab.
We're setting up this campaign to run whenever a lead person fills out the form you created in Landing Page with a Form .
Find and drag the Fills Out Form trigger to the left canvas.
Select My Form and go to
in the drop-down. Click the Flow tab.
Drag the Send Email flow action to the left canvas.
Select your Auto Response Email and go to the Schedule tab.
Select every time and SAVE
and click Save .
Click ACTIVATE on
Activate on the confirmation screen.
Once active, this campaign will run every time a lead person fills out the specified form. The campaign will keep running until it's deactivated.
Step 3: Fill Out the Form
Select My Page. This was created in the Landing Page with a Form quick win.
Click VIEW APPROVED PAGE
View Approved Page.
Your "Free Trial" landing page will open in a new tab.
Fill out the form with your first name, last name, and email address, then click Submit.
Make sure you use your actual email address so you can get the email.
Within just a few minutes you should see the auto response email in your inbox. Great job!