If you want to automatically send an email to someone based on when they serve, if they attended the first time, or after they fill out a form, create a list or form, and then use email templates and automations.
Important
Emails will be sent to the primary email address, except in the case of Account settings. Accounts sends an email to every email address listed on an Organization Administrator or Billing Manager's profile.
Create a form or list of people you want to be automatically emailed. Expand a section for ideas on who could be sent an automated email.
Create an email template with information you want to send to people automatically.
Tip
You can even include a link to a form if you want!
From the Automations tab in a list or forms, create an automation that will send an email to people when they're added to the list.
You can use Mailchimp to create an email with colors, images, and videos embedded into the email. Once you've made a list, you can set it up to sync to Mailchimp, and then enable auto-refresh and re-sync to trigger an email from Mailchimp.
Mailchimp has a lot of helpful tips to create your campaign and enable triggers, but here are the basic steps:
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Create an Email Campaign that is set up using tags.
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Choose the Mailchimp audience, and then choose the tag (your People list) from the trigger options.
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Design your email!
Tip
If you want a form completion to trigger an email from Mailchimp, create a list of those who filled out a form and follow the steps.
Automated emails save lots of time and communicate great information, but don't forget you can use workflows to make sure you move people to the next step!