Q&A

setting up an email drip sequence triggered by a form submission

Sep 22

we want to set up a 4-email nurture sequence that fires after someone fills out our lead magnet form. something like: - immediately: deliver the pdf they signed up for - day 2: follow up asking if they found it useful - day 5: share a related case study - day 8: soft pitch for a demo call is this doable with the email + workflow combo here? i was using mailchimp for this but having the form and the emails in separate tools meant constant sync issues. half the time the mailchimp automation would fire late or not at all because the zapier connection between the form and mailchimp lagged out

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Comments (7)

Ben Foster · Sep 23

yes this is totally doable. the workflow would look like: form trigger > send email 1 (immediate) > wait 2 days > send email 2 > wait 3 days > send email 3 > wait 3 days > send email 4 the wait node pauses the workflow execution for the specified duration. each email uses a different template from the email builder we run exactly this kind of sequence for our newsletter signups and it works reliably. the nice thing is if someone unsubscribes mid-sequence the workflow can check for that before sending the next email

Nina Petrova · Sep 24

one thing i learned - save the lead to a table with a "sequence_step" column. update it after each email sends. that way if something goes wrong or the workflow restarts you know where they are in the sequence and dont double-send also useful for reporting. you can see how many people are at each stage of the drip

Maya Singh · Sep 25

oh man the mailchimp sync lag issue was driving me crazy too. glad im not the only one. having the form and email system in the same platform eliminates that entirely

Priya Sharma · Sep 27

we do a 5-email sequence and its been running for 3 months without any issues. open rates are actually better than what we had on mailchimp, probably because the emails go out at the exact right time instead of batched