Automated emails are emails that are triggered by a user's interaction with your web form/quiz/survey. Automated emails are sent to users each time they fill out a form on your website. To create an automated email, follow the steps below.
Click into Toolkit > Email and click "New Email." From there you will choose the type of email you'd like to send.
Select "Automated." From here, there are five steps in creating your automated email.
Here, you can name your email, add it to a campaign, create your email's subject line, and configure its 'from' and 'reply-to' names. The email's 'From Name' will be what each recipient sees as the sender. The email's 'Reply-To Name' is optional and will be what each recipient would reply to if they choose to respond to the email.
After you've completed the basics, select "Next."
Your account comes pre-populated with 8 customizable templates. You have the option to select any of the templates below to begin designing your email. Click here to learn how to create and save your own customized email template.
After you've selected your template, scroll to the bottom of your screen and select 'Next' to continue.
The automated tab is where you select which form you would like to trigger your email. You can add multiple triggers to an automated email as well as set custom delays. Click here to learn more about customizing your automated email triggers.
The design tab is where you create the email your audience will receive. The design tab allows you to insert text, create hyperlinks, buttons, add social media icons, and even embed videos. Click here to learn more about advanced design settings.
The Finish tab provides an overall snapshot of your email's configuration. Here, you can see the subject, 'From Name' and email, 'Reply-To Name' and email, and the forms you've selected to trigger your automated email.