How to Send Email Sequences Based on Form Answers

Kayla M.

Updated

Learn to subscribe contacts to your email sequences based on their responses submitted in a Form. 


In this article:


Creating targeted email sequences based on form submissions

In this guide, you will learn how to set up your personalized email sequences to send to specific recipients based on their Form responses.

Spend your time and resources designing your content and less on the technicalities of running an online business with the power of Forms and Automations.

This simple, yet powerful setup allows you to enhance the experience your users have with your email content by sending targeted messaging based on their answers submitted with a Form.

Note:
Sending targeted email sequences based on Form Responses requires the Conditional Field only available with Advanced Automations. Learn the difference between Basic and Advanced Automations for details.

Step 1. Create email sequences

Draft and design personalized, branded email sequences to be sent to your Form Submitters depending on their selected responses. 

Tip:
Formulate the Question and Answers (or Choices as referred to in the Form builder) you wish to include in your Form before creating your Email Sequences. This will help you draft targeted email messaging based on the choices your users can select from.

For example, if you create a Form as a survey to collect user feedback (i.e., Love the course, Course was sometimes helpful, or Did not like the course) you may want to consider creating email sequences for each feedback response.

Not sure how to create a new Email Sequence? Learn more.

Step 2. Create a custom form field

Now that you have completed the difficult part of this guide (creating your email content), let's set up your Form!

For the purpose of this guide, we will create a survey to collect user feedback to use as an example:

  • Open the Marketing tab from the Dashboard.
  • Click Forms.
  • Select the Form you wish to edit or create a new one.
  • Under Form Fields, click Create a New Field.
  • Add a new title (easily identifiable) and select Radio Buttons as the type. 
  • Enter custom Choices for your contacts to select from (e.g., Everyday, Sometimes, Never).
  • Select Make this field required if you wish to require the field for your users to submit the form.
  • Then, click Save:


Step 3. Create your automation

After creating your custom form field, build your Automation to subscribe your Form Submitters to your different Email Sequences depending on their selected choice.

  • In your Form, locate Automations.
  • Click + Add Automation.
  • Select Subscribe to an email sequence in the THEN field.
  • Then, select the Email Sequence that corresponds with your first custom form field choice.
  • Click Condition and select the Title of your custom form field. 
  • In the dropdown menu, select the Choice that corresponds with your desired email sequence.
  • Click Apply.
  • Then, click Save to keep your changes:

Repeat for each choice/answer created in your custom form field to subscribe your Form Submitters to your different Email Sequences based on their selected answers:

How_to_Send_Email_Sequences_Based_on_Form_Answers.png

Want to learn more about customizing your Form? Check out this guide!

Step 4. Share your form

Congratulations, you have officially completed setting up your automated Form and Email Sequences!

Now that you have set up the backend process, connect your Form to your landing pages to allow users to submit their responses to your Form and subscribe to your targeted email sequences.

By connecting your Form to your landing pages, you can design the appearance of your Form.

Learn to connect your Form to your pages, Funnels, and external sites.

Tip:
Test your automation by completing the Form on your page. Be sure to set your first Email in your sequence to 0 for your test to receive the email the same day as your Form Submission. Keep in mind, the automation may take some time to process and trigger before your email arrives in your inbox.

And that’s how you can send Email Sequences based on Form responses! Please vote below and let us know if you found this article helpful. We value your feedback. Thanks for being the best part of Kajabi!

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