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Automations let you send targeted email sequences to specific recipients based on their Form responses. This setup enhances the experience your contacts have with your email content by delivering personalized messaging based on their answers.
Note: Sending targeted email sequences based on Form responses requires the Conditional Field only available with Advanced Automations. Learn the difference between Basic and Advanced Automations for details.

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Create email sequences

Draft and design personalized, branded email sequences to send to your Form submitters depending on their selected responses.
Tip: Formulate the question and answers (or Choices as referred to in the Form builder) you wish to include in your Form before creating your Email Sequences. This helps you draft targeted email messaging based on the choices your users can select from.
For example, if you create a Form as a survey to collect user feedback (i.e., Love the course, Course was sometimes helpful, or Did not like the course) you may want to consider creating email sequences for each feedback response. Not sure how to create an Email Sequence? Learn how to create an Email Sequence.

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Create a custom Form field

Now that you have completed the email content, set up your Form. For the purpose of this guide, we use a survey to collect user feedback as an example:
  1. Open the Marketing tab from the Dashboard.
  2. Click Forms.
  3. Select the Form you wish to edit or create a new one.
  4. Under Form Fields, click Create a New Field.
  5. Add a title (easily identifiable) and select Radio Buttons as the type.
  6. Enter custom Choices for your contacts to select from (e.g., Everyday, Sometimes, Never).
  7. Select Make this field required if you wish to require the field for your users to submit the Form.
  8. Click Save:

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Create the Automation

After creating your custom Form field, build your Automation to subscribe your Form submitters to different Email Sequences depending on their selected choice.
  1. In your Form, locate Automations.
  2. Click + Add Automation.
  3. Select Subscribe to an email sequence in the THEN field.
  4. Select the Email Sequence that corresponds with your first custom Form field choice.
  5. Click Condition and select the Title of your custom Form field.
  6. In the dropdown menu, select the Choice that corresponds with your desired email sequence.
  7. Click Apply.
  8. Click Save to keep your changes:
Repeat for each choice/answer created in your custom Form field to subscribe your Form submitters to different Email Sequences based on their selected answers: Email sequences based on form answers Want to learn more about customizing your Form? Check out Create and build a Form.

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Share the Form

Now that you have set up the backend process, connect your Form to your landing pages so users can submit their responses and subscribe to your targeted email sequences. By connecting your Form to your landing pages, you can design the appearance of your Form. Learn to connect your Form to your pages, Funnels, and external sites.
Tip: Test your Automation by completing the Form on your page. Set your first email in your sequence to 0 for your test to receive the email the same day as your Form submission. Keep in mind, the Automation may take some time to process and trigger before your email arrives in your inbox.