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form-actions [2014/12/20 11:42] 127.0.0.1 external edit |
form-actions [2017/04/28 11:56] ben [Add to Automation] |
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| This step of the workflow allows you to trigger Actions whenever a contact confirms either their new subscription and/or updates their details. Using Actions with your Form is optional; if you don't need them, you can skip this step. | This step of the workflow allows you to trigger Actions whenever a contact confirms either their new subscription and/or updates their details. Using Actions with your Form is optional; if you don't need them, you can skip this step. | ||
| + | {{vimeo>117898688?750x423}} | ||
| ===== Add to Mailing Lists ===== | ===== Add to Mailing Lists ===== | ||
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| Sentori can send alert emails to you every time a Contact successfully signs up or updates their details. Each email address added here will receive an email providing details about who used the form and how (signup or update). The full contact record is included within this email, which could be used to email CRM systems capable of parsing inbound emails and synchronising data. | Sentori can send alert emails to you every time a Contact successfully signs up or updates their details. Each email address added here will receive an email providing details about who used the form and how (signup or update). The full contact record is included within this email, which could be used to email CRM systems capable of parsing inbound emails and synchronising data. | ||
| - | ===== Add to Automation ===== | + | ===== Add to Autoresponder ===== |
| - | This Action is only available for new signups. It allows you to send a welcome email or add the Contact to a multi-step Automation to receive a series of emails. | + | This allows you to send a welcome email or to add the Contact to a multi-step Autoresponder to receive a series of emails. |
| Once you have completed this step, you can move on to [[form-sharing|Step 4: Share]]. | Once you have completed this step, you can move on to [[form-sharing|Step 4: Share]]. | ||