Create an Automation

Introduction

This guide will walk you through creating an automation in your CRM to send a sequence of emails to users who fill out a specific form on your website.

Step-by-Step Guide

1. Access Automations:
   • Navigate to your CRM dashboard.
   • Use the quick link for “Automations.”
2. Create a New Automation:
   • Click on “Add New Automation.”
   • Choose to create from scratch.
3. Set the Trigger:
   • Select the “Tag Applied” trigger.
   • Continue to the next step.
4. Name Your Automation:
   • Give your automation a descriptive name, such as “Form Info Request Email Sequence.”
5. Select the Tag:
   • Choose the tag associated with your form, like “form info request.”
   • Save the settings.
6. Add an Action: Send Email Sequence:
   • Click the plus sign to add a new action.
   • Select “Set Sequence Emails.”
   • Choose the email sequence you’ve previously created for form submissions.
   • Save the settings.
7. End the Funnel:
   • Indicate the end of your automation by selecting “End The Funnel Here.”
8. Review and Publish:
   • Review your automation to ensure it’s configured correctly.
   • Change the automation status from “Draft” to “Published.”

Summary

Your automation is now set up. When a user fills out your form and the associated tag is applied, your CRM will automatically send the specified sequence of emails to the user.