How to automatically send an email when a lead subscribes
In this article, you will learn how to automatically send an email when a lead subscribes through your opt-in page.
What you will need:
- A SystemeScale account
- A sales funnel
- An opt-in page
Step 1: Create an automation rule
1
Select your opt-in page
Select your opt-in page from the funnel list on the left.
2
Open Automation Rules
Click the Automation Rules tab, then click Add rule.
3
Add a trigger
A popup will appear. Click the + icon under Trigger to add a new trigger.
4
Choose the form subscription trigger
Select Funnel step form subscribed.
5
Add an action
Click the + icon, then select Send email from the action list.
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Segment your subscribers with tags
You can also add the Add a tag action to segment these contacts. To learn how tags work, read How to create a tag.
Step 2: Create the email
1
Create a new email
Click the + icon to create a new email.
2
Save the rule
Once finished, click Save rule. The new rule is now active.
3
Edit your email if needed
To edit your email, click the pencil icon.
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Useful email options
You can include a file attachment (up to 5 MB) when sending emails to prospects, and insert personalization variables that are replaced with the contact actual information.
4
Save the email and return
After completing the email, click Save. Click Save rule again, then click Back to return to the main automation rules list.
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Manage existing rules
Click the three dots next to any rule to access: Edit automation rule, Disable rule, and Delete rule.
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Need the full automation rules guide?
Learn how triggers and actions work across SystemeScale automation rules.
Step 3: Test the email automation
1
Register on your opt-in page
Visit your opt-in page as a lead would. Enter test contact details and submit the form. Check that the contact is added and that the automated email is sent correctly.
Important notes
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The button action must submit the form
The form button action must be set to Submit form for the automation rule to trigger. To learn more, read How to configure a button.
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Attachment size limit
File attachments are restricted to 5 MB. If your file is larger, compress it before adding it.
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Need help writing or editing the email?
Use the email editor guide to build and customize the message sent to new leads.
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