How to set up a Form submission automation
In this guide, you’ll learn how to build a Form submission automation for your form widgets. You can launch this automation when someone fills out an email signup form, a contact form, an order form, or any other form with an email field.
📌 For general information on automations, refer to our Beginner’s Guide.
1. Create the automation
First, open the Automations tab in the dashboard, click + Create automation, and select Form submission as the automation type:
This automation type is triggered when visitors submit their email through a form connected to it.
2. Assign the automation to a form
Connect the automation to the corresponding form by choosing one from the list of widgets. Note that you can connect more than one form to the same automation.
Alternatively, you can create the automation directly from the form in your dashboard. Click Set up automation on the form card in the All widgets section, and follow the prompt to create a new automation:
This way, the automation will be automatically connected to the form.
3. Craft the email
Next, start crafting the email. Click +Add action and select Send email:
You can use one of Getsitecontrol’s templates or start from scratch. Here is an example of what a subscription confirmation email may look like:
📌 For precise instructions on using the email editor, refer to these guides.
To add more emails to the automation, repeat the steps above. Make sure to add a delay between emails to avoid sending them all at once to your subscribers:
4. Set conditions for the automation (optional)
To activate the automation only for selected subscribers, you can set conditions. This way, only the subscribers who meet the conditions will be included in the automation.
You can filter subscribers by their characteristics, by the information they've provided via the form, or by the data collected from their browser:
If your automation includes multiple emails, you can set conditions for each email in the sequence. Click the Conditions button next to the email and add your conditions there:
Once you’re done setting up your automation, activate it and exit the automation screen.
And that’s it, your Form submission automation is now in place, and your subscribers will get your email as soon as they submit the form.
If you need assistance setting up automations, our Tech Support team is here to help.