Workflows

How can I send an email response after a form submission?

Last updated: December 13, 2016

Available For:

Marketing: Basic, Pro, Enterprise
Sales: N/A

Within HubSpot, there are two different ways to automatically send a follow-up email after a form is submitted. If the form is on a HubSpot-hosted page, you can set up a follow-up email within the form options on the page. Alternatively, you can send an email using a Workflow (available to Professional and Enterprise customers). 

Set a follow-up email in the form options

  • Navigate to Content > Landing Pages.
  • Locate your landing page, click the gear icon to the right, then choose Edit.
  • Locate the form module and click to edit the options. 
  • Check the box for Send a follow up email in the Post submit actions section.
Form-send-follow-up-email
  • You now have two options to select a follow-up email:
    1. Click the Select an email dropdown to choose an existing simple follow-up email that you have already created and published.

      Please note: Follow-up emails can only be created via form options on a landing page. If you've created an email from the Email tool, it will not be available from the dropdown for follow-up emails.  

      You may, however, clone or edit a previously created follow-up email by going to Content > Email > Locate an existing simple follow-up email (Simple follow-up will appear beneath the email title) > gear icon > Clone. Once the cloned simple follow-up email is edited and published, it will be available in the form options on the landing page.

    2. Click Add new to create a new follow-up email. You will be taken to a separate screen to create and publish your new follow-up email. When finished, return to your landing page.
  • Click Publish or Update.

Send an email through a Workflow

Please note: the Workflows tool is only available in Professional and Enterprise accounts.

  • Create an automated email to send in your workflow.
  • Navigate to Contacts > Workflows.
  • Click Create new workflow.
  • Name your workflow and choose Standard.
  • Set your starting condition to be based on form submission: 
    • Click Set enrollment criteria and select Form Submission.
    • Choose the form name from the Contact has filled out form dropdown.
    • Leave any page selected if you'd like to send your enroll contacts who fill out the form anywhere. If you'd like to send the email only to people who have filled out this form on a particular page, choose a page from the second dropdown.
  • Click Save.
  • Click the plus icon to add an action.  
  • Select Send email.
  • In the dialog box that appears, select the email from the dropdown.
  • Click Save.
workflow-action---send-an-email-to-a-contact-after-submitting-a-form.png
  • Activate the workflow by clicking the ON/OFF toggle at the top of the workflow.