How to send an automatic email when a lead subscribes

On this page, you will learn how to send an automatic email when a lead subscribes.

What you'll need:

  • a account
  • a sales funnel
  • a squeeze page
In the squeeze page step configuration (before going to your page editor), click on "Automation Rules" and then on "Add Rule".

When you click on add rule, a popup will appear giving you a choice of two different triggers. It is important to choose "Funnel step form subscribed" to trigger the email rule after a lead has registered.

By clicking on the trigger shown above, elements will appear to allow you to add the email you want to send after a lead has registered. These elements are composed of "add an action" to the trigger, "save rule" and a "back" button to the main page of the automation rules. 

To add an action, and particularly the email action, you must click on the "Add Action" button. 

By clicking on add action, a popup will appear to give you the list of all available actions. You must choose the "Send email" action. 

Note 1: You can add the action "Add a tag" to segment your contacts. Click here to see how to create a tag.
Once both actions are added, you can create your email by clicking on the "+" icon. A popup will appear to add the subject and content of your email.

Note 2: You can send a file (PDF, for example) to your prospects by adding an attachment to your email. You also have the option to add substitution variables as needed to the body of your email. Once the email is finished, don't forget to save it.

Note 3: You can, at any time, modify your email by clicking on the pencil icon.

To finish, you must save the rule by clicking on "Save Rule". You can click on "Back" to return to the main tab of the automation rules, where the whole rule will be displayed.
On the rules, you have two buttons on the far right. The first button is used to deactivate the rule, while the second button in the shape of a trash can is used to delete it permanently. 

We advise you to do a test registration on your squeeze page to confirm that everything is working properly. If you have problems with your email not being sent, contacts not being registered, etc., you can contact support by clicking here.
  • The button action of your form must be configured to "send form", so that the rule for sending the email can be triggered automatically afterwards (How to set up a button)
  • We have recently implemented a file size limit to attach to an email, to improve the deliverability of your emails. The limit of a file to put as an attachment on an email is 5 Mb, if your file is bigger, you will have to compress it before adding it.
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