How to Trigger a Marketo Follow-Up Email After a Form CTA Submission

March 18, 2015 Sam Brennand

When a visitor fills out a Form CTA in your Hub, it's a good idea to immediately send them a follow-up email thanking them for downloading your content.

Here's how to get started.

Step 1 - Create a New Smart Campaign 

Log-in to your Marketo account and create a new Smart Campaign for your workflow. Select a Folder, give your Smart Campaign a name, and enter a description. Then click Create

Step 2 - Configure Smart List 

Once your Smart Campaign is set-up, it's time to configure your Smart List to find the prospects or customers who have downloaded a specific piece of your content.

While there are ultimately a number of ways you can find users who have downloaded a specific piece of content from your Hub, the easiest ways are usually by using Filters for Lead Source,  List Membership, Conversion Item ID, or Conversion Item Title. 

In the example below, we've used a Lead Source Filter to find users who have completed the Form CTA that is gating eBook 1. 

Step 3 -Design Email

Time to get creative! Using Marketo's Design Studio, craft a follow-up email to your prospect or customer. This is where you should say thanks and provide any additional information about the content and your business. As a best practice, also make sure to include a link to the content that the user requested access to.

Step 4 - Set Flow 

Once you're follow-up email has been created, it's time to set the Flow for your Smart Campaign. This can be as advanced as you need it to be (i.e. you can also change lead scores, notify lead owners, add to various lists, change program statuses, etc.), but the important thing is to make sure the follow-up email you've created is present near the beginning of the Flow.

In the example  below, you can see we've selected the email we just created called "eBook 1 Email Program - Follow Up Email" as the email to send immediately when a user is added to our Smart List.

That's it! Sit back, relax, and watch your Uberflip-Marketo marketing engine work.

If you're interested in learning more, contact our Customer Success Team to set-up a one-on-one training session. Marketo also has a number of great resources on this topic that you can access here

Previous Article
How to Trigger Smart Campaigns with Uberflip in Marketo
How to Trigger Smart Campaigns with Uberflip in Marketo

By triggering Smart Campaigns based on Uberflip content consumption or lead generation, it's easy to put en...

Next Article
Conversion Item Title, Conversion Item ID & Last Visited Item ID
Conversion Item Title, Conversion Item ID & Last Visited Item ID

Creating new Custom Fields in Marketo for Last Visited Item ID and Conversion Item ID will allow you to tra...