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Mayank AgarwalOct 7, 2021 12:42:45 AM1 min read

Start A Drip Sequence When A User Subscribes To Your Form

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 trigger a drip sequence automatically as soon as a contact is added to a list. We will be covering:

  • Introduction to Automation
  • How To Setup An Automation to Start a Drip Sequence When A User Subscribes Through A Form

Introduction to Automation

Automations are a set of commands that enable SendX to perform a specific action based on a particular trigger. It consists of two parts: Trigger and Action.
Trigger is used to tell SendX what particular action must be the starting point of the automation. Action tells SendX what particular result you want as the end goal of that particular trigger.
You can really stack multiple triggers and actions up to laser target your automations and perform some really powerful stuff.

How To Setup An Automation to Start a Drip Sequence When A User Subscribes Through A Form

  • Click on the Automation button on the left pane of your SendX Dashboard.
Automation button
  • Click on New Automation ( on top right corner of your screen).
  • Give a suitable name to the New Automation.
  • Trigger: Keep the left field as it is, and choose Contact added via Embedded Form in the Choose a Trigger menu. Select the name of the form you want to associate your drip sequence with in the field that will appear below.
Contact added via Embedded Form  page
  • Action: Keep the left field as SendX, and choose Added to a drip Campaign in the Choose a Action menu. Select the name of the drip sequence you want to associate your form with in the field that will appear below.
choose an action
  • 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!

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Mayank Agarwal

Mayank is an email marketing expert & co-founder of SendX. SendX is an intuitive & affordable email marketing software.

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