Imagine effortlessly nurturing your leads from the moment they submit their information! With Nimble's new Web Forms To Email Sequence feature, you can now do just that. This feature enables you to automate the process of adding web form leads to your personalized email sequences, ensuring immediate and effective engagement.
To get started creating web forms and webhooks, take a look at these articles: Getting Started with Nimble Webforms and Nimble's Webhook Form Feature
Email Sequences enables you and your team to nurture leads, onboard clients, and engage your audience efficiently by maintaining consistent communication with your contacts. Learn how to set Email Sequences here: Setup Email Sequences
Watch the video:
Getting Started
Now that your Web Forms and Email Sequences have been created, visit your Web Forms tab and choose from the list of existing Web Forms.
Choose Edit at the top of the Reports page.
Make sure to include the Email field in the Build Form, as an email address is required to add new contacts to Nimble through web forms.
Next, click Form Settings then After Submit Actions".
Ensure that the "Create Contacts on Form Submission" toggle is switched to the right. In the Form Fields setup, verify that both Name and Email are properly mapped.
Switch the "Add Contacts to Sequences" toggle to the right.
Email Form Field will be automatically mapped to your Email field.
Next to "Sequences," select the Sequence to which you want to sync the webform contacts.
The same process can be followed for Webhooks!
Now when you receive a submission, you will see those created contacts appear in the first stage of your selected workflow!
If you have any questions, please write us at care@nimble.com, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT.