Full Campaign Build [Part 6]: Creating Thank You Email Automation
- Start a New Workflow
- Go to Automation → Workflows.
- Create a Contact-based workflow.
- Choose Start from scratch.
- Go to Automation → Workflows.
- Set the Trigger
- Select Form Submission as the trigger type.
- Specify the correct Master Form (e.g., Master TOFU Form).
- Narrow it down to the specific landing page just published.
- ✅ Trigger logic = If a contact fills out [this form] on [this landing page].
- Select Form Submission as the trigger type.
- Add the Action
- Select Send Email.
- Choose the Thank You Email that was published.
- Select Send Email.
- Enable Re-enrollment
- Turn on Re-enrollment so contacts who submit the form again (e.g., months later) still receive the Thank You Email.
- Turn on Re-enrollment so contacts who submit the form again (e.g., months later) still receive the Thank You Email.
- Finalize Workflow Settings
- Give the workflow a clear name → Follow-Up Email – [Funnel Stage] – [Content Offer Name].
- Associate the workflow with the correct Campaign.
- Give the workflow a clear name → Follow-Up Email – [Funnel Stage] – [Content Offer Name].
- Publish the Workflow
- Review all settings.
- Click Save & Review.
- Click through the remaining steps and select Turn On Workflow.
- Review all settings.
- Confirm Asset Connections
- Check that the campaign shows all connected assets:
- Landing Page
- Thank You Page
- Thank You Email
- Workflow
- Landing Page
- Check that the campaign shows all connected assets: