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Category: Email Marketing

Create Email Automation for Form Contacts

How to Send Automated Email for Form Submissions


With EzyCourse, you can create and customize forms with your own fields. You can then easily target the contacts/respondents of any specific form on your website. In other words, you have the luxury of sending automated emails to individuals who submit a particular form on your site.


To do that, login to your EzyCourse dashboard and go to Marketing & Contacts Automation and Sequences.





Now, click the Create automation button on the top right corner of your screen.




On the popup, give your automation a name and choose the trigger field to be “Someone submit a form” from the dropdown option.





Then select the form for which you want to use the automated email when anyone submits that form on your website.


[Note: Here, you will see all the forms you’ve created from your dashboard. So, you can select any one. You can only create one automation for one particular form. You cannot select the same form in multiple automations.]





You can also set whether to trigger the email automation immediately when a user submits the form or define a later time. For the later option, you can set the time in minutes, hours, or in days.





You can use merge fields to specifically target a field or multiple fields of the form dynamically, when sending the email automation. In other words, whatever the user gave as input to a specific form field, you can use that input value in your email automation subject.


To use merge fields of the selected form, simply click the curly brackets on the Email subject field. And you will see all the available fields of the form which you selected. You can select multiple fields.





You can also select any of the email templates you have previously created using the EzyCourse email template builder.




Click the Create automation button to add the automation. After creating, you can add email sequences which will be sent automatically to anyone who submits the selected form. Adding the merge fields and selecting the email template is also possible when you are adding an email sequence. In addition, you can even add exit code to stop any unnecessary emails going through to your target audience. 





After automation is created, now when a user submits the selected form on your website, then the merge fields and the email templates set by you will be automatically sent to them via an email.