Create Contacts in Capsule based on a Contact Form

If you have a welcome discount or offer when new contacts sign up via a form, then this Automation is a great way to keep track of engagement and update Capsule with the results. This Automation is going to focus and target the contacts with a high engagement rate.

Step 1: Set Up the Automation Trigger (Form Submission)

• Click Create New Automation > From Scratch.
• Choose the Trigger "When a contact signs up from a form", at this point you'll need to select the form, the signup status and the contact status.

Step 2: Add delay step

• After the Form action, click +, add Delay step (for 1 hour as an example).
• This is a useful step so the contact doesn't get an email instantly after completing a form.

Step 3: Send Welcome Email with Discount Code

• After selecting the form submission trigger, click + then Send Email as the action type.
• Create your welcome email, including the discount code and a specific discount link (e.g., a button or hyperlink).
• Personalize the email if needed and include a call-to-action with the discount link.
• Save and configure the email.

Step 4: Track Clicks on the Discount Link

• After sending the email, click + then add a Condition.
• Choose Campaign Activity > Link Clicked and select the specific discount link you included in the email.
• This condition will check if the contact clicked the discount link.

Step 5: Create Task in Capsule if Link is Clicked

• If the contact clicks the discount link, click Add Action > Create Task in Capsule (this would be under the thumbs up).
• Set up the task in Capsule (e.g., "Apply discount to contact") and assign it to the appropriate team member.

Step 6: Delay 1 Week if Email Link is Not Clicked

• If the contact doesn’t click the discount link, add a Delay action (under the thumbs down)
• Set the wait time to 1 Week before proceeding to the next step. This is completely up to you, but we usually recommend not to send emails instantly after one another to ensure contacts aren't incorrectly marking your emails as spam.

Step 7: Send a Follow-up Email After 1 Week

• After the 1-week wait, click Add Action to send a follow-up email.
• Create a second email with the same discount code and link.
• This email should encourage the contact to click the link again, with a slightly different message or call to action.

Step 8: Delay 2 Days Before Checking Link Click Again

• After sending the second email, add a Delay action for 2 Days to give the contact time to click the link.

Step 9: Create Task in Capsule if Link is Clicked After Follow-Up

• After the 2-day delay, add a Link Clicked condition again (similar to the previous condition step).
• Choose the same discount link to track whether the contact clicks it after the follow-up email.
• If the contact clicks the link, add an action to Create Task in Capsule.
• Set up the task in Capsule (e.g., "Apply discount to contact") and assign it.

Step 10: Add Note if Link is Not Clicked After Follow-Up

• If the contact doesn’t click the link after the second email, add an action to Add Note in Capsule.
• Add a note to the contact’s record in Capsule, such as "Discount link not clicked. Follow up next steps."

Before activating, it's always great practice to test the workflow. Once everything is working correctly, you can then activate the Automation.