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.

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 widget connected to it.

2. Assign the automation to a widget

Connect the automation to the corresponding widget by choosing one from the list of widgets. Note that you can connect more than one widget to the same automation.

Alternatively, you can create the automation directly from the widget in your dashboard. Click Set up automation on the widget 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 widget.

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 filters for the automation (optional)

To activate the automation only for selected subscribers, you can set filters. This way, only the subscribers who match the filters will be included in the automation.

You can filter subscribers by their characteristics, by the information they've provided via the widget, or by the data collected from their browser:

If your automation includes multiple emails, you can set filters for each email in the sequence. Click the Filters button next to the email and set your filters 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 widget.

If you need assistance setting up automations, our Tech Support team is here to help.