Emailing your forms

To email your forms you must first purchase credits. If you would like to discuss this please email

Step 1: Template

Create a template for your email.

Go to the template tab which you will see as one of seven headings that you can start creating with.

Head over to where it says new template on the right and upon clicking, this section will appear:

From here you can put in your description, your subject line and the email profile (which determines the settings used for sending email, such as, from email addresses, and opt-out actions).

Then, you can choose a template for the email from the template library.

Alternatively, you can build your own with the code editor/paster (for those versed in HTML), drag and drop editor (for a similar tool to the form builder[see below]), or recent templates (to maintain consistency).

Step 2: Creating a mail list:

Neatly organise Users into groups by uploading a CSV file containing email addresses, first names, last names and any other data.

This is how you will be selecting who will be chosen to have what emails sent to them. So, you could group all users with low usage of your website and send them regular emails on how to get the most out of the site. This system can be done with opt in/ subscribe, or opt out/ unsubscribe options:

Drag and drop your .txt or .csv file* here ^^ which will put all your email addresses that you want in this list.

Step 3: Send your campaign!

For this section, it’s about rolling out the emails that you have created in your template; then choosing a list and sending that campaign to the right places.

You can do this through standard send, and split send.

A standard send is just simply choosing a template to send to a list of people this is what you will use if you are just wanting to get a nice fast rollout.

Make sure you describe the campaign uniquely, or you could end up with collisions in emails being sent if you have two campaigns called "Snow Day".

You can adjust the date it will be sent, from right now, to whenever you want in the future. If set for the future, this can be cancelled at any time.

A split send is the same except with different subject lines for emails and templates so you can branch out and make more specified content for different users. You can do up to 5 splits at a time. (Meaning more personalised for users receiving emails.)

Once this has been sent you can see what has been opened, ignored and time spent inside the email through graphs and other similar data collection charts.

Step 4: Automation:

Manage how you send your emails automatically by creating workflows.

By creating a series of "if questions" you can designate how things happen when a certain criteria is met; in order to create a higher percentage of client response- e.g. "If no response in 5 days >> send this email". Or, "If the date is this >> send special offers email".

Use pre-made workflow templates for speed, and well thought out designs.

Or start a blank canvas to begin making your own- remember, the more "if questions", the more personalised you can make your user experience.

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