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
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
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
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
wait can you personalize the emails with data from the form? like include their name and what they downloaded?
yep. the form submission data flows through the entire workflow so you can use any field in the email templates. name, company, whatever they filled in
this is exactly what i needed. going to set this up this weekend
Community