13 Email automation
Send automatic emails to form respondents after they fill out the form. We’ll:
- set up automated emails
- understand conditional emails
- personalize messages using form data variables
Transcript:
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Hi there, welcome back. In this step
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we’re going to look at email automation,
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which again is an extra, you don’t need
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it, but you might like to set this up so
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that when your lead has,
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or your new member in your gym, has
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finished filling out this form, they get
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an automatic email that you set up here.
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To do that, click on, so we’re in
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publish, now click on email automation
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and enable that. Now
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here, you can fill out all the
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information you would like. By default,
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the recipient will then be the email
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address that they have input into the
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Riddle. You can enable CC
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and so on here. And in this
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case, I would like to use a default
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email. So an email that gets sent by
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default as soon as someone has finished
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filling out this form. So
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you can put your subject in here and your
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content in here, and then send a test
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email. This will then be sent to
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the Riddle account that you are using
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here, so that you can see what it looks
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like before releasing this Riddle
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out into the world. You could also set up
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a conditional email. This means that,
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for example, if you want people
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with a certain email address
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um Let’s say you want email addresses
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that contain Gmail, for example, to have
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one sort of email
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and people who don’t to have a different
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email, you could do that here. You could
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also do it so that the reason for
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joining, for example,
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contains a specific word
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that they also have a specific email
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sent to them. So that’s up to you. In my
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case, though, I would just like to have a
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generic one. For example,
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welcome to the gym, and
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then you know, Dear… And in here, we
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could put a variable. So to do that,
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click on the three dots here, and now
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click on variables. And now I want to
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include the name that they have input
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into the form as they were filling it
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out. That means that I can then
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personalize that contact as soon as
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they have filled out this form. And as
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soon as I’m interacting with them, I’m
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using their name, I’m not just saying
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dear user or dear member and so on.
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Whatever your text should be for your
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email, you can input that here and so
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on. And then click on send test
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email. Again, that will send an email,
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a test email. with this information
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to the email address associated with
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this Riddle account. Okay, and with that,
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you’re ready to not
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only have the form and
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connect the data to your database, but
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you also set up an automated email
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and continue that flow of communication
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beyond the Riddle itself. Okay,
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that’s email automation. I’ll see you in
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the next step.