A Step-By-Step Guide To Setup An Automation That Starts A Drip Sequence When A User Subscribes Through A Form.
By the end of this quick guide, you will know how to automatically trigger a Drip Sequence as soon as a contact is added to a list.
We will cover:
Introduction to Automation
How To Setup An Automation to Start a Drip Sequence When A User Subscribes Through A Form
Automations are a set of commands that allow SendX to perform specific actions based on defined triggers.
Each automation consists of two parts:
Trigger: Defines what event will start the automation.
Action: Defines what will happen once the trigger occurs
You can combine multiple triggers and actions to create highly targeted and powerful automations that handle complex marketing workflows.
Click on the Automation button on the left pane of your SendX Dashboard.
Click on New Automation ( on top right corner of your screen).
Enter a suitable name for your new automation.
Keep the left field as it is.
Under Choose a Trigger, select Contact added via Embedded Form.
Action: Keep the left field as SendX, and choose Added to a drip Campaign in the Choose a Action menu. In the new field that appears, select the name of the Drip Sequence you want to start when someone subscribes through the form.
Click on Submit Automation to save that automation.
You're all set! Now whenever a user gives his information through that form, SendX will automatically start the selected drip sequence and automate your marketing campaigns!
Your marketing workflow is now fully automated!
