Automations and Opt-In Forms
Automations send emails and perform actions automatically when something happens. Opt-in forms collect new subscribers from a website. Together they let a list grow and engage on its own.
How automations work
Choose a trigger (what starts the automation) and add steps (what happens). When the trigger fires for a contact, that contact enters the automation and moves through each step in order.
Triggers
- Contact joins a list
- Contact is tagged
- Opt-in form is submitted
- Campaign is opened
- Campaign link is clicked
- Contact unsubscribes
- New contact is created
- Manual enrollment
Steps
- Send Email — pick a template
- Wait — set a delay in minutes, hours, days, or weeks
- Add to List — move the contact to another list
- Add Tag — apply a tag to the contact
Creating an automation
Click New Automation. Enter a name, select a trigger and configure it (pick which list, tag, form, or campaign triggers it), then add steps using the buttons at the bottom. Click Save Automation.
Activating
New automations start as drafts. Click Activate to turn them on. Click Pause to stop. Contacts already in the automation continue from where they are when paused — they don't reset.
Example: Welcome sequence
- Trigger: Contact joins "Newsletter" list
- Step 1: Send Email (Welcome template)
- Step 2: Wait 3 days
- Step 3: Send Email (Tips template)
- Step 4: Wait 7 days
- Step 5: Send Email (Check In template)
- Step 6: Add to List "Engaged Subscribers"
Every new subscriber goes through the sequence automatically.
Opt-in forms
Opt-in forms collect subscribers from any website. They support 11 design styles and two display modes (inline or popup).
Creating a form
Click New Form on the Opt-In Forms page. Set the form name, choose which list new subscribers get added to, enter a heading, description, and button text. Check which fields to collect — email is always required, first name, last name, company, and phone are optional.
Choosing a design
Click one of the template buttons: Newspaper, Pill, Terminal, Social Proof, Underline, Brutalist, Gradient, Retro, Neon, Boxed, or Split. The code editor shows the HTML on the right and a live preview updates as you change settings on the left.
Display mode
- Inline — embed the form directly on a page
- Popup — modal overlay with configurable triggers (time delay, scroll percentage, exit intent, or button click) and frequency (once ever, once per session, once per day, or every page load)
Embedding
Click Get Embed Code from the editor or the forms list. Copy the script tag and paste it into the website HTML. It's a single tag that loads the form from the server — if you change the form design or settings later, the embed updates automatically without re-copying any code.
How submissions work
When someone submits the form, the system creates a contact, adds them to the selected list, and triggers any automations connected to that list or form. The system recognizes many different field name formats, so even custom HTML forms work.