Send follow-up emails after form submissions

You can automate lead nurturing by adding follow-up emails to your HubSpot forms. With any HubSpot account, you can add a single follow-up email to the form module on each of your pages.

If you have a Marketing Hub Starter, Professional or Enterprise account, you can set up a sequence of up to three follow-up emails, which will be sent when visitors submit the form on any page.

Marketing Hub Professional and Enterprise users can also create contacts-based workflows to send follow-up emails and take other actions. 

Before you get started

Do take note of the following: 

• Adding a follow-up email to the forms tool will automatically add a CAPTCHA to the form.
• A follow-up email added to a form module in your HubSpot page will override any follow-up emails added in the forms tool.
• It is not possible to add a delay when adding a follow-up email in a form module in your HubSpot page.
• If you've enabled your GDPR settings, ensure that the selected subscription type is the same as the subscription type set in your form's GDPR section. If a visitor consents to the subscription type in the form submission, they will be able to receive the follow-up emails.

Add a form follow-up email from the forms tool

You can add a form follow-up email directly from the form editor:

• In your HubSpot account, navigate to Marketing > Lead Capture > Forms.
• Hover over the form name and click Actions > Edit form or Create a new form.
• At the top, click the Follow-up tab.
• Click Create follow-up email.
• In the right panel, customize the details of your follow-up email:
  • Subscription type: click and select the subscription type of your follow-up email.
  • From user: click and select the sender of your follow-up email.
  • From name: add a customized From name for your follow-up email.
  • Subject line: add a subject for the follow-up email.
  • Body: add email body text to continue engaging your contact.
  • Edit email footer: click to customize your company's name and address in your email configuration settings.
• Click Save. A brief preview of the email should appear.
  

If you have a Marketing Hub Starter, Professional or Enterprise account, you can schedule up to three follow-up emails in the form editor. These emails will be sent to visitors who submit the form on any pages, to add another follow-up email:

• Click the + plus icon.
• Customize the email details.
• Adjust the delay between emails by clicking the delay andandhourglass icon and adjusting the number of days. You can delay follow-up emails for up to 30 days.

• Customize the rest of your form settings, then click Publish in the top right.

Please note: a follow-up email will be sent for each form submission. However, if follow-up emails are triggered using a workflow and the contact is already enrolled and currently being processed in the workflow, HubSpot cannot enroll them again to receive another follow-up email until they have completed the flow.

Add a single form follow-up email to each page

You can also add a single follow-up email from the form module on any of your HubSpot pages:

• In your HubSpot account, navigate to your landing pages or website pages.
• Hover over the page with your form and click Edit.
• In the editor, click the form module.
• In the left panel, select the Send a follow-up email checkbox.
• Click the Email dropdown menu and select an existing follow-up email, or click Create new to create a new follow-up email:
  • In the marketing email tool, select a template to create an email in the classic editor (Marketing Hub Professional and Enterprise only) or create an email in the drag and drop editor.

• • After creating your email and the email settings, in the top right, click Review and publish.
  • In the right panel, click Publish.
  • In the dialog box, click Publish email. 
  • Return to the page editor. In the form module, click the Email dropdown menu to select your new follow-up email.

• In the upper right, click Publish to take your changes live.

To edit a follow-up email in a form module:

• Click the Send a follow-up email dropdown menu to select the simple follow-up email you want to edit.
• In the bottom left, click Edit to open the email in a new window.