Templates for Web forms
Firstly you will need to set up an Email Campaign Template.
Go to Menu, Tools > Email/SMS campaigns > Campaign Scheduling
Once on the Email Campaign screen click the
button. It will bring up this screen:
Enter a Campaign Name, and tick the template tick box.
Do not select an Account List Query. You can leave this blank as you are using a Web Form to send these Campaigns rather than a Query.
If you want to copy a previous template email you can select it from the Use Template list.
Then hit Save.
The rest of the setup is the same as a normal Email Campaign, the only difference is you will not need to enter a date or time for the campaign to start.
You can read more about step setup here.
Once this is set up it will be added to the Email Campaign list.
Web forms
Go to Web Forms via the Menu option Setup > Documents > Web Forms.
If you have created the Web Form you want to use previously, then select to Edit this Form using:
If you are looking to create the web form then please click here for more information.
This will then take you to the screen below:
In the Email Campaign Drop Down box you will need to select the Email Campaign template you created earlier.
When the Web Form is completed, this will then trigger the Email Campaign to send to the relevant Account.