> ## Documentation Index
> Fetch the complete documentation index at: https://help.kajabi.com/llms.txt
> Use this file to discover all available pages before exploring further.

<AgentInstructions>

## Submitting Feedback

If you encounter incorrect, outdated, or confusing documentation on this page, submit feedback:

POST https://help.kajabi.com/feedback

```json
{
  "path": "/articles/marketing/forms/how-to-use-automations-in-forms",
  "feedback": "Description of the issue"
}
```

Only submit feedback when you have something specific and actionable to report.

</AgentInstructions>

# Use Automations in Forms

> Set up Automations for Opt-In Forms to automate Offers, Email Sequences, Events, Tags, Emails, and Coupons.

**Automations** let your Kajabi site run on its own by performing actions automatically when a Form is submitted. You can grant Offers, subscribe contacts to Email Sequences, register contacts to Events, add Tags, send emails, and distribute Coupons.

## Create an Automation in a Form

1. Open the **Marketing** tab from the Dashboard.
2. Select **Forms**.
3. Create a **Form** or edit an existing one.
4. Scroll down to the **Automations** section:

<div className="w-full aspect-video">
  <iframe src="https://fast.wistia.net/embed/iframe/cdc4qni2au" allow="autoplay; fullscreen" allowFullScreen className="w-full h-full" />
</div>

## Select an Automation type

Available Automation types:

* **Offer**
* **Email Sequence**
* **Event**
* **Tag**
* **Coupon**

## Offer

### Grant an Offer

[Grant an Offer](../../sales/offers/how-to-grant-an-offer) after someone submits a Form:

1. Choose **Grant an Offer** as the **Then** action.
2. Select the Offer you are granting in the dropdown menu.

### Revoke an Offer

[Revoke an Offer](../../contacts/manage-your-contacts/revoke-product-access-from-a-customer) after someone submits a Form:

1. Choose **Revoke an Offer** as the **Then** action.
2. Select the Offer you are revoking in the dropdown menu.

### Deactivate an Offer

1. Choose **Deactivate Offer** as the **Then** action.
2. Select the Offer you are deactivating the user from in the dropdown menu.

## Email Sequence

### Subscribe

Subscribe a contact to an Email Sequence after they submit a Form:

1. Choose **Subscribe to Email Sequence** as the **Then** action.
2. Select the Email Sequence you want to subscribe them to.

### Unsubscribe

Unsubscribe a contact from an Email Sequence after they submit a Form:

1. Choose **Unsubscribe from an Email Sequence** as the **Then** action.
2. Select the Email Sequence you want to unsubscribe them from:

<div className="w-full aspect-video">
  <iframe src="https://fast.wistia.net/embed/iframe/5lmnh3ee2z" allow="autoplay; fullscreen" allowFullScreen className="w-full h-full" />
</div>

Learn more about [Email Sequences](../../marketing/email-campaigns/email-campaigns-overview#email-sequence).

## Event

### Register

Register contacts to an Event after they submit a Form:

1. Choose **Register to an event** as the **Then** action.
2. Select the Event you want to register them to.

### Deregister

Deregister contacts from an Event after they submit a Form:

1. Choose **Deregister from an event** as the **Then** action.
2. Select the Event you want to deregister them from:

<div className="w-full aspect-video">
  <iframe src="https://fast.wistia.net/embed/iframe/u2o4wpjwv2" allow="autoplay; fullscreen" allowFullScreen className="w-full h-full" />
</div>

Read [Event overview](../../marketing/events/event-overview) to learn more about Events in Kajabi.

## Tag

### Add a Tag

Add a Tag to the contact after the Form is submitted:

1. Choose **Add a tag** as the **Then** action.
2. Create or select an existing Tag in the field below.

### Remove a Tag

Remove a Tag from the contact after the Form is submitted:

1. Choose **Remove a tag** as the **Then** action.
2. Create or select an existing Tag in the field below:

<div className="w-full aspect-video">
  <iframe src="https://fast.wistia.net/embed/iframe/v01heszczl" allow="autoplay; fullscreen" allowFullScreen className="w-full h-full" />
</div>

Learn [how to use Tags](../../contacts/manage-your-contacts/tags-overview).

## Email

Send a [transactional email](../../marketing/email-campaigns/what-are-marketing-and-transactional-emails) when the Form is submitted:

1. Choose **Send an email** as the **Then** action.
2. Customize your transactional email in the field below:

<div className="w-full aspect-video">
  <iframe src="https://fast.wistia.net/embed/iframe/pvzr6g5rl0" allow="autoplay; fullscreen" allowFullScreen className="w-full h-full" />
</div>

Learn more about the [difference between Marketing and Transactional Emails](../../marketing/email-campaigns/what-are-marketing-and-transactional-emails).

## Coupon

Email a single-use Coupon code to the contact after the Form is submitted:

1. Choose **Send a single-use coupon** as the **Then** action.
2. Select an existing [single coupon code](../../sales/coupons/what-is-the-difference-between-single-coupon-codes-and-bulk-coupon-codes#what-is-a-single-coupon-code) in the field below:

<div className="w-full aspect-video">
  <iframe src="https://fast.wistia.net/embed/iframe/b9pd53ct1r" allow="autoplay; fullscreen" allowFullScreen className="w-full h-full" />
</div>

Learn to [create a Coupon](../../sales/coupons/how-to-create-a-coupon).