Send an Email Automation to People Who Submit a Form or Make a Purchase

We know we want to send emails to people who submit a form or complete a purchase, but how? Behold! Your guide to setting up a form/order automated journey. In this guide, "orders" will be treated as form submissions.

To do this, you will utilize the Contact Sources in your CRM Settings:

• Use a new Contact Source
• Use an existing Contact Source

Use a new Contact Source

1. Open your CRM app and click Settings at the top of the page.
2. Click Manual Sources on the left-hand sidebar.
   
   
   
   Note: If you are using Marketing 360® Forms, you can also access these settings in the Leads inbox
   
   
3. Click + Manual Source at the top of the page, and give it a name (i.e "Purchase" or "Form submission").
4. Set up Submission Rules in the source settings. You may need to go back to Settings if you don’t yet have the type/status/tag you’d like to use. Don’t forget to set the Duplicate Submission Rules too. Here are some examples below:
   1. Submission Rules Example 
   2. Duplicate Submission Rules Example 
5. Create a CRM list using the submission rules from that source.
   
   
6. Connect the CRM list to an email list or create a new list and assign.
   
   
7. Create an automated journey using the email list from step 4. To send an email to new form entries, select the "Subscriber joins the list" trigger.
   Note: Joins List triggered journeys will only send once when a contact is new to the list for more information on this, check out the Best Times to Turn on Journeys article.
   
   
   
8. Turn on the journey.

Use an existing Contact Source

1. Create an email list if one has not already been created. 
2. Create an automated email journey using the email list from Step 1. Optional: If you want to send the journey to contacts who are in the CRM but have not been added to this email list, turn on the journey now.
3. Open your CRM app and click Settings at the top of the page.
4. Click Manual Sources on the left-hand sidebar.
   
   
5. Set up submission rules in the source settings. You may need to go back to Settings if you don’t yet have the type/status/tag you’d like to use. Don’t forget to set the Duplicate Submission Rules too. See some examples below:
   1. Submission Rules Example 
   2. Duplicate Submission Rules Example 
6. Create a CRM list using the submission rules from that source.
7. Connect the CRM list to the email list from Step 1.
8. Turn on the email journey if you haven’t already done so.

Related Articles

How To Create Or Edit Forms

Sync Leads From a 3rd-Party Form Into Your CRM

Customize how Contacts are added to your CRM

Create an Automated Email Journey

Best Times to Turn on Journeys