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Full Campaign Build [Part 6]: Creating Thank You Email Automation

  1. Start a New Workflow

    • Go to Automation → Workflows.

    • Create a Contact-based workflow.

    • Choose Start from scratch.

  2. 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].

  3. Add the Action

    • Select Send Email.

    • Choose the Thank You Email that was published.

  4. Enable Re-enrollment

    • Turn on Re-enrollment so contacts who submit the form again (e.g., months later) still receive the Thank You Email.

  5. Finalize Workflow Settings

    • Give the workflow a clear name → Follow-Up Email – [Funnel Stage] – [Content Offer Name].

    • Associate the workflow with the correct Campaign.

  6. Publish the Workflow

    • Review all settings.

    • Click Save & Review.

    • Click through the remaining steps and select Turn On Workflow.

  7. Confirm Asset Connections

    • Check that the campaign shows all connected assets:

      • Landing Page

      • Thank You Page

      • Thank You Email

      • Workflow