To send emails to customers after they complete a sign-up form, first create a form that tags each customer upon completion. In Stampede, navigate to Marketing, select Newsletter sign-up forms, create or choose a form, and add tags. Save the form, return to Marketing, and select Ideas to view your tagged segment. Add this segment to your list for campaigns. This audience updates automatically when customers complete the form. For further details, refer to the guide on sending email marketing campaigns.
If you'd like to send emails to customers after they complete a sign-up form, the first step is to create a form that adds a tag to each customer upon completion. For more information on creating Newsletter Sign Up Forms, please check out How Do I Create Newsletter Sign Up Forms?.
1. While logged into Stampede, click on Marketing in the navigation menu.
2. In the website section towards the bottom of the page, choose Newsletter sign-up forms.
3. Create a new form or select one you’ve already made.
4. Under Tags, click the plus icon to create a new tag, or click the tag box to choose an existing tag.
5. Click save.
6. Return to Marketing and select Ideas from the home screen.
7. Scroll down to the Customer Tags section, and you’ll see your tagged segment.
8. Click the plus icon to create and add this to your segment list.
Now you’ve successfully created an audience linked to your newsletter sign up! This audience will automatically update whenever a customer completes that web form. You can now use that segment for sending campaigns. For more details, see Sending an Email Marketing Campaign.
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