Automations: Connecting Forms to Email Campaigns

Once you have a campaign setup, you have the option to connect it to a form. To integrate your email marketing campaign with a form:

  1. Navigate to the form manager under Lead ManagerFormsManager.
  2. Click Edit next to the form you'd like to modify.
  3. Under the Email Marketing header, select the Email Marketing Campaign(s) you'd like to add visitors to that fill out this form and opt-in.
  4. Save the form

Depending on the setting that was chosen when Email Marketing was initially setup will determine how the opt-in works on your forms. This option, Form Opt-in Type can be changed at any time.

  • User Preference adds a checkbox below the Send Now button. This box is checked by default, and a user can uncheck it. The visitor will receive an email with a link to complete their subscription to the email marketing campaign.
  • Automatic adds a disclaimer at the bottom that tells the visitor that they are giving you permission to contact them via email or phone. The user will not receive an opt-in email asking them to confirm their subscription as they've already agreed to receive any campaign emails.
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