This support article guides users through establishing automated email and SMS follow-up sequences triggered by form submissions. The guide emphasizes nurturing leads at scale while minimizing manual effort.
The process involves navigating to Automation, creating a workflow from the Email Drip Sequence recipe, and adding a Form Submitted trigger. Users customize email content including subject lines and attachments, then publish the workflow.
For text-based follow-ups, users start from scratch in Automation, add the same Form Submitted trigger, and incorporate a Send SMS action. A critical step involves adding a Drip action before the SMS component, configured with a batch size of 100 and a daily interval.
Sending SMS follow-ups alongside your emails can greatly enhance your communication effectiveness since texts typically receive rapid engagement. The setup enables processing of 100+ leads automatically without ongoing manual intervention.
The guide links to supplementary documentation on workflow triggers, email actions, SMS capabilities, and foundational workflow concepts.