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Market to Your Customers with Account Engagement
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            Automatically Send Prospects an Email When They Submit Your Signup Form

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            Automatically Send Prospects an Email When They Submit Your Signup Form

            When someone submits your signup form, they receive the email template you created with a link to confirm their subscription. Add a completion action to the Account Engagement form or form handler that you use as your email signup form.

            Required Editions

            Available in: All Account Engagement Editions
            User Permissions Needed
            To create or edit forms and form handlers: Account Engagement Administrator or Marketing role
            1. Edit the form or form handler that you use as your signup form.
            2. Click Completion Actions.
            3. Fill in the Thank You Content that your prospects see when they submit your form and tell them to check their email to confirm their subscription.
              If you’re using a form handler, make sure the form includes a thank you page or message telling subscribers to check their email.
            4. Under Completion Actions, click the Action dropdown menu and select Send auto responder email.
              To limit confirmation to certain prospects, use a conditional completion action.
            5. Start typing the name of your confirmation email template, and then select it.
            6. Save your work.

            Next, create two dynamic lists based on the confirmed opt-in prospect field you created: a list for prospects who haven’t yet confirmed their subscription and another for prospects who have.

             
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