Automate Emails with Mailchimp

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You may want to automatically send an email to someone based on a form they fill out. Use Mailchimp to set up an email to be sent when someone submits a form.

Create a form and a list, and then use that information to create a campaign with a trigger to send an email each time the form is filled out.

1. Create a Form

You can automate an email from any form you create with any types of fields. 

form

If you want to do more than just send an email, add Workflow Fields to your form. When the person fills out the form, he or she will be added to a workflow as well, which helps with even more follow up!

2. Create a List

For the form completion to trigger an email, create a list and sync it to Mailchimp.

The list can be basic since the Mailchimp sync will trigger only based on new emails added to the list.

people rules

Click Sync Now for the list to be added as a tag in your Mailchimp account.

refresh and re-sync

Check the boxes to auto-refresh and to re-sync the list every night to automatically trigger the email.

3. Create a Campaign

In Mailchimp, you can enable triggers, like a signup, to automatically send an email. When a person fills out the form, the refresh and re-sync on the list will trigger a new "signup," which will cause Mailchimp to send the email you've created.

Mailchimp has a lot of helpful tips to create your campaign and enable triggers, but here are the basic steps:

  1. Create an Automated Email Campaign that is set up using tags.
  2. Choose the Mailchimp list, and then choose the tag (your People list) from the trigger options.
  3. Design your email and wait for people to fill out your form!

Once they fill out the form, if all the steps are in place, they'll receive the email you created in Mailchimp.

mailchimp email

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!

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