Automating your contact forms can save time, improve communication, and create a more personalized experience for your visitors.
With automation, when someone fills out a contact form a tag is applied to their contact profile and an automated email (or series of emails) can be sent to them.
This process helps you stay connected with leads without manual effort.
Step 1: Create a contact form
First, you need to create a contact form that people can use to sign up. When creating a contact form, you will assign a tag to it that will be used to trigger the automation.
This will guide you through the process of setting up your contact form and choosing a tag.
Step 2: Set up an automation
Next, you need to set up an automation that will be triggered when someone signs up through the contact form.
In this step, you'll include the tag from your contact form so that whenever someone fills out the form the automation will be triggered, sending them an email or a series of emails.
The importance of the tag
The key here is the tag. When you create the contact form, make sure you set up a tag for it. This tag is used to identify the contacts who sign up through the form.
Then, when creating the automation, make sure to include the same tag so that the right actions are triggered for those contacts.
Once someone signs up via the form, the tag will be added to their contact card and the automation will send out emails to them based on the settings you’ve created.
Now, when someone fills out the contact form, they will automatically receive the emails you set up in the automation.
Summary
Setting up automation with contact forms allows you to streamline your communication and ensure leads receive the right follow-up emails at the right time.
The most important part of this process is using the tag that links the contact form to the automation, as this is what triggers the action.
By understanding how tags work in myflow, you can easily set up automations that run smoothly and keep your workflow efficient.
We hope this article has helped you understand how to set up automation with your contact form. If you have any further questions, please don’t hesitate to reach out to our customer support team for assistance.