Email scenarios for forms

A common scenario involves setting up a more complex email follow-up sequence after a form submission, beyond a simple email response. For simple email scenarios, the standard form autoresponder can be used without designing a process in the Automation Builder.

With automation, you can send multiple emails as a follow-up to form submission, but the entire sequence must be predefined from the beginning, with each email sent by a separate step. You can also include wait steps or conditions between the email steps.

To comply with personal data protection regulations, you may need to implement conditions that check for some form of opt-in from the contact, such as a consent or whether the contact is subscribed to a recipient list.

• Consent – Can be obtained directly through the submitted form by including a Consent agreement field, or more broadly (e.g., through a tracking/cookie consent banner implemented across a website).
• Recipient list – The first email set by the process must use the Form autoresponder purpose and include a double opt-in link for the recipient list. A wait step should follow to give recipients time to complete the double opt-in process, after which conditions related to the recipient list can be used to control how the process sends further emails.

Multilingual emails

If you wish to send emails in multiple languages from an automation process, you need to prepare a separate form for each of the language variants. Each form requires its own automation process, which then sends emails from the corresponding language-specific email channel.