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Getting Started w/ GHL Customer Care

Getting Started - Automatic Email and SMS Followup

Set up automated email and SMS drip campaigns to nurture 100+ leads over time. Boost your conversion rates by ensuring consistent follow-up without…

1 min read334 words12 explained imagesUpdated Tue, 13 May, 2025 at 7:02 PM
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Set up automated email and SMS drip campaigns to nurture 100+ leads over time. Boost your conversion rates by ensuring consistent follow-up without spending your precious time doing it manually.

TABLE OF CONTENTS

Create Automated Form Submission Email Followup

Automated email follow-ups can transform your lead nurturing strategy. Think of this as your virtual assistant, handling responses seamlessly so you can focus on growing your business. Let's dive right in!

  1. Navigate to Automation.
  2. Click Create Workflow > Select a Recipe.
    Step 2 of 7: Click Create Workflow > Select a Recipe What this shows Step 2 of 7: Click Create Workflow > Select a Recipe. What this shows Shows what to choose for step 2 of 7 in the "Create Automated Form Submission Email Followup" section of "Getting Started - Automatic Email and SMS Followup". This screenshot accompanies step 2 of 7 in the "Create Automated Form Submission Email Followup" section of "Getting Started - Automatic Email and SMS Followup". At this point in the walkthrough you click Create Workflow > Select a Recipe. The navigation path used here is Click Create Workflow > Select. This part of the guide covers 3 fields, listed below. The next step is to select the recipe Email Drip Sequence. Step 2 of 7Path: Click Create Workflow > SelectImage 1 of 12 What to chooseClick Create Workflow > Select a Recipe.
    Fields in this part of the guide Workflow Action – Send EmailWorkflow Trigger – Form SubmittedGetting Started With Workflows
    Buttons and menus referenced Create Workflow > Select a RecipeAutomationEmail Drip SequenceForm SubmittedAdd filterForm isSaveSave ActionPublishLearn More
    Next stepSelect the recipe Email Drip Sequence.
    Example values
    Workflow Action – Send Email
    priya.raman@northgatedental.com

    Illustrative values showing the expected format. They are not read from the screenshot.

    All 7 steps in this procedure
    1. Navigate to Automation.
    2. Click Create Workflow > Select a Recipe. this image
    3. Select the recipe Email Drip Sequence.
    4. Add the trigger Form Submitted: Click Add filter, choose Form is, select the relevant form, then click Save.
    5. Edit the email actions by customizing the subject, message content, attachments, and other details. Then click Save Action.
    6. Click Publish.
    7. Click Save.
  3. Select the recipe Email Drip Sequence.
    Step 3 of 7: Select the recipe Email Drip Sequence What this shows Step 3 of 7: Select the recipe Email Drip Sequence. What this shows Shows what to choose for step 3 of 7 in the "Create Automated Form Submission Email Followup" section of "Getting Started - Automatic Email and SMS Followup". This screenshot accompanies step 3 of 7 in the "Create Automated Form Submission Email Followup" section of "Getting Started - Automatic Email and SMS Followup". At this point in the walkthrough you select the recipe Email Drip Sequence. For context, this section explains: Automated email follow-ups can transform your lead nurturing strategy. Think of this as your virtual assistant, handling responses seamlessly so you can focus on growing your business. Let's dive right in! The navigation path used here is Click Create Workflow > Select. This part of the guide covers 3 fields, listed below. The next step is to add the trigger Form Submitted: Click Add filter, choose Form is, select the relevant form, then click Save. Step 3 of 7Path: Click Create Workflow > SelectImage 2 of 12 What to chooseSelect the recipe Email Drip Sequence.
    Fields in this part of the guide Workflow Action – Send EmailWorkflow Trigger – Form SubmittedGetting Started With Workflows
    Buttons and menus referenced Email Drip SequenceAutomationCreate Workflow > Select a RecipeForm SubmittedAdd filterForm isSaveSave ActionPublishLearn More
    Next stepAdd the trigger Form Submitted: Click Add filter, choose Form is, select the relevant form, then click Save.
    Example values
    Workflow Action – Send Email
    priya.raman@northgatedental.com

    Illustrative values showing the expected format. They are not read from the screenshot.

    All 7 steps in this procedure
    1. Navigate to Automation.
    2. Click Create Workflow > Select a Recipe.
    3. Select the recipe Email Drip Sequence. this image
    4. Add the trigger Form Submitted: Click Add filter, choose Form is, select the relevant form, then click Save.
    5. Edit the email actions by customizing the subject, message content, attachments, and other details. Then click Save Action.
    6. Click Publish.
    7. Click Save.
  4. Add the trigger Form Submitted: Click Add filter, choose Form is, select the relevant form, then click Save.
    Step 4 of 7: Add the trigger Form Submitted: Click Add filter, choose Form is… What this shows Step 4 of 7: Add the trigger Form Submitted: Click Add filter, choose Form is, select the relevant form, then click Save. What this shows Shows what to choose for step 4 of 7 in the "Create Automated Form Submission Email Followup" section of "Getting Started - Automatic Email and SMS Followup". This screenshot accompanies step 4 of 7 in the "Create Automated Form Submission Email Followup" section of "Getting Started - Automatic Email and SMS Followup". At this point in the walkthrough you add the trigger Form Submitted: Click Add filter, choose Form is, select the relevant form, then click Save. The navigation path used here is Click Create Workflow > Select. This part of the guide covers 3 fields, listed below. The next step is to edit the email actions by customizing the subject, message content, attachments, and other details. Then click Save Action. Step 4 of 7Path: Click Create Workflow > SelectImage 3 of 12 What to chooseAdd the trigger Form Submitted: Click Add filter, choose Form is, select the relevant form, then click Save.
    Fields in this part of the guide Workflow Action – Send EmailWorkflow Trigger – Form SubmittedGetting Started With Workflows
    Buttons and menus referenced Form SubmittedAdd filterForm isSaveAutomationCreate Workflow > Select a RecipeEmail Drip SequenceSave ActionPublishLearn More
    Next stepEdit the email actions by customizing the subject, message content, attachments, and other details. Then click Save Action.
    Example values
    Workflow Action – Send Email
    priya.raman@northgatedental.com

    Illustrative values showing the expected format. They are not read from the screenshot.

    All 7 steps in this procedure
    1. Navigate to Automation.
    2. Click Create Workflow > Select a Recipe.
    3. Select the recipe Email Drip Sequence.
    4. Add the trigger Form Submitted: Click Add filter, choose Form is, select the relevant form, then click Save. this image
    5. Edit the email actions by customizing the subject, message content, attachments, and other details. Then click Save Action.
    6. Click Publish.
    7. Click Save.
  5. Edit the email actions by customizing the subject, message content, attachments, and other details. Then click Save Action.
    Step 5 of 7: Edit the email actions by customizing the subject, message content… What this shows Step 5 of 7: Edit the email actions by customizing the subject, message content, attachments, and other details. What this shows Shows how to confirm for step 5 of 7 in the "Create Automated Form Submission Email Followup" section of "Getting Started - Automatic Email and SMS Followup". This screenshot accompanies step 5 of 7 in the "Create Automated Form Submission Email Followup" section of "Getting Started - Automatic Email and SMS Followup". At this point in the walkthrough you edit the email actions by customizing the subject, message content, attachments, and other details. Then click Save Action. The navigation path used here is Click Create Workflow > Select. This part of the guide covers 3 fields, listed below. The next step is to click Publish. Step 5 of 7Path: Click Create Workflow > SelectImage 4 of 12 How to confirmEdit the email actions by customizing the subject, message content, attachments, and other details. Then click Save Action.
    Fields in this part of the guide Workflow Action – Send EmailWorkflow Trigger – Form SubmittedGetting Started With Workflows
    Buttons and menus referenced Save ActionAutomationCreate Workflow > Select a RecipeEmail Drip SequenceForm SubmittedAdd filterForm isSavePublishLearn More
    Next stepClick Publish.
    Example values
    Workflow Action – Send Email
    priya.raman@northgatedental.com

    Illustrative values showing the expected format. They are not read from the screenshot.

    All 7 steps in this procedure
    1. Navigate to Automation.
    2. Click Create Workflow > Select a Recipe.
    3. Select the recipe Email Drip Sequence.
    4. Add the trigger Form Submitted: Click Add filter, choose Form is, select the relevant form, then click Save.
    5. Edit the email actions by customizing the subject, message content, attachments, and other details. Then click Save Action. this image
    6. Click Publish.
    7. Click Save.
  6. Click Publish.
  7. Click Save.
    Step 7 of 7: Click Save What this shows Step 7 of 7: Click Save. What this shows Shows how to confirm for step 7 of 7 in the "Create Automated Form Submission Email Followup" section of "Getting Started - Automatic Email and SMS Followup". This screenshot accompanies step 7 of 7 in the "Create Automated Form Submission Email Followup" section of "Getting Started - Automatic Email and SMS Followup". At this point in the walkthrough you click Save. For context, this section explains: Automated email follow-ups can transform your lead nurturing strategy. Think of this as your virtual assistant, handling responses seamlessly so you can focus on growing your business. Let's dive right in! The navigation path used here is Click Create Workflow > Select. This part of the guide covers 3 fields, listed below. Step 7 of 7Path: Click Create Workflow > SelectImage 5 of 12 How to confirmClick Save.
    Fields in this part of the guide Workflow Action – Send EmailWorkflow Trigger – Form SubmittedGetting Started With Workflows
    Buttons and menus referenced SaveAutomationCreate Workflow > Select a RecipeEmail Drip SequenceForm SubmittedAdd filterForm isSave ActionPublishLearn More
    Example values
    Workflow Action – Send Email
    priya.raman@northgatedental.com

    Illustrative values showing the expected format. They are not read from the screenshot.

    All 7 steps in this procedure
    1. Navigate to Automation.
    2. Click Create Workflow > Select a Recipe.
    3. Select the recipe Email Drip Sequence.
    4. Add the trigger Form Submitted: Click Add filter, choose Form is, select the relevant form, then click Save.
    5. Edit the email actions by customizing the subject, message content, attachments, and other details. Then click Save Action.
    6. Click Publish.
    7. Click Save. this image

Learn More

Now that you've automated your email follow-up, next you can explore how SMS can add an extra layer of personalized engagement!

Create Automated Form Submission SMS Followup

Sending SMS follow-ups alongside your emails can greatly enhance your communication effectiveness. With texts typically opened within minutes, this approach ensures you're always top-of-mind. Here's how you do it:

  1. Navigate to Automation.
  2. Click Create Workflow > Select Start from scratch.
    Step 2 of 9: Click Create Workflow > Select Start from scratch What this shows Step 2 of 9: Click Create Workflow > Select Start from scratch. What this shows Shows what to choose for step 2 of 9 in the "Create Automated Form Submission SMS Followup" section of "Getting Started - Automatic Email and SMS Followup". This screenshot accompanies step 2 of 9 in the "Create Automated Form Submission SMS Followup" section of "Getting Started - Automatic Email and SMS Followup". At this point in the walkthrough you click Create Workflow > Select Start from scratch. The navigation path used here is Click Create Workflow > Select Start. This part of the guide covers 2 fields, listed below. The next step is to add the trigger Form Submitted: Click Add filter, choose Form is, select the desired form, and click Save. Step 2 of 9Path: Click Create Workflow > Select StartImage 6 of 12 What to chooseClick Create Workflow > Select Start from scratch.
    Fields in this part of the guide Workflow Action – Send SMSA List of Workflow Actions
    Buttons and menus referenced Create WorkflowStart from scratchAutomationForm SubmittedAdd filterForm isSaveSend SMSSave Action.Drip actionSend SMS action.every 1 day
    Next stepAdd the trigger Form Submitted: Click Add filter, choose Form is, select the desired form, and click Save.
    All 9 steps in this procedure
    1. Navigate to Automation.
    2. Click Create Workflow > Select Start from scratch. this image
    3. Add the trigger Form Submitted: Click Add filter, choose Form is, select the desired form, and click Save.
    4. Add the Send SMS action.
    5. Write your engaging message clearly and succinctly, then click Save Action.
    6. Add the Drip action BEFORE your Send SMS action.
    7. Set your batch size to 100. Choose the drip interval as every 1 day. Click Save Action.
    8. Click Publish.
    9. Click Save.
  3. Add the trigger Form Submitted: Click Add filter, choose Form is, select the desired form, and click Save.
    Step 3 of 9: Add the trigger Form Submitted: Click Add filter, choose Form is… What this shows Step 3 of 9: Add the trigger Form Submitted: Click Add filter, choose Form is, select the desired form, and click Save. What this shows Shows what to choose for step 3 of 9 in the "Create Automated Form Submission SMS Followup" section of "Getting Started - Automatic Email and SMS Followup". This screenshot accompanies step 3 of 9 in the "Create Automated Form Submission SMS Followup" section of "Getting Started - Automatic Email and SMS Followup". At this point in the walkthrough you add the trigger Form Submitted: Click Add filter, choose Form is, select the desired form, and click Save. The navigation path used here is Click Create Workflow > Select Start. This part of the guide covers 2 fields, listed below. The next step is to add the Send SMS action. Step 3 of 9Path: Click Create Workflow > Select StartImage 7 of 12 What to chooseAdd the trigger Form Submitted: Click Add filter, choose Form is, select the desired form, and click Save.
    Fields in this part of the guide Workflow Action – Send SMSA List of Workflow Actions
    Buttons and menus referenced Form SubmittedAdd filterForm isSaveAutomationCreate WorkflowStart from scratchSend SMSSave Action.Drip actionSend SMS action.every 1 day
    Next stepAdd the Send SMS action.
    All 9 steps in this procedure
    1. Navigate to Automation.
    2. Click Create Workflow > Select Start from scratch.
    3. Add the trigger Form Submitted: Click Add filter, choose Form is, select the desired form, and click Save. this image
    4. Add the Send SMS action.
    5. Write your engaging message clearly and succinctly, then click Save Action.
    6. Add the Drip action BEFORE your Send SMS action.
    7. Set your batch size to 100. Choose the drip interval as every 1 day. Click Save Action.
    8. Click Publish.
    9. Click Save.
  4. Add the Send SMS action.
    Step 4 of 9: Add the Send SMS action What this shows Step 4 of 9: Add the Send SMS action. What this shows Shows what this covers for step 4 of 9 in the "Create Automated Form Submission SMS Followup" section of "Getting Started - Automatic Email and SMS Followup". This screenshot accompanies step 4 of 9 in the "Create Automated Form Submission SMS Followup" section of "Getting Started - Automatic Email and SMS Followup". At this point in the walkthrough you add the Send SMS action. For context, this section explains: Sending SMS follow-ups alongside your emails can greatly enhance your communication effectiveness. With texts typically opened within minutes, this approach ensures you're always top-of-mind. Here's how you do it. The navigation path used here is Click Create Workflow > Select Start. This part of the guide covers 2 fields, listed below. The next step is to write your engaging message clearly and succinctly, then click Save Action. Step 4 of 9Path: Click Create Workflow > Select StartImage 8 of 12 What this coversAdd the Send SMS action.
    Fields in this part of the guide Workflow Action – Send SMSA List of Workflow Actions
    Buttons and menus referenced Send SMSAutomationCreate WorkflowStart from scratchForm SubmittedAdd filterForm isSaveSave Action.Drip actionSend SMS action.every 1 day
    Next stepWrite your engaging message clearly and succinctly, then click Save Action.
    All 9 steps in this procedure
    1. Navigate to Automation.
    2. Click Create Workflow > Select Start from scratch.
    3. Add the trigger Form Submitted: Click Add filter, choose Form is, select the desired form, and click Save.
    4. Add the Send SMS action. this image
    5. Write your engaging message clearly and succinctly, then click Save Action.
    6. Add the Drip action BEFORE your Send SMS action.
    7. Set your batch size to 100. Choose the drip interval as every 1 day. Click Save Action.
    8. Click Publish.
    9. Click Save.
  5. Write your engaging message clearly and succinctly, then click Save Action.
    Step 5 of 9: Write your engaging message clearly and succinctly, then click Save… What this shows Step 5 of 9: Write your engaging message clearly and succinctly, then click Save Action. What this shows Shows how to confirm for step 5 of 9 in the "Create Automated Form Submission SMS Followup" section of "Getting Started - Automatic Email and SMS Followup". This screenshot accompanies step 5 of 9 in the "Create Automated Form Submission SMS Followup" section of "Getting Started - Automatic Email and SMS Followup". At this point in the walkthrough you write your engaging message clearly and succinctly, then click Save Action. The navigation path used here is Click Create Workflow > Select Start. This part of the guide covers 2 fields, listed below. The next step is to add the Drip action BEFORE your Send SMS action. Step 5 of 9Path: Click Create Workflow > Select StartImage 9 of 12 How to confirmWrite your engaging message clearly and succinctly, then click Save Action.
    Fields in this part of the guide Workflow Action – Send SMSA List of Workflow Actions
    Buttons and menus referenced Save Action.AutomationCreate WorkflowStart from scratchForm SubmittedAdd filterForm isSaveSend SMSDrip actionSend SMS action.every 1 day
    Next stepAdd the Drip action BEFORE your Send SMS action.
    All 9 steps in this procedure
    1. Navigate to Automation.
    2. Click Create Workflow > Select Start from scratch.
    3. Add the trigger Form Submitted: Click Add filter, choose Form is, select the desired form, and click Save.
    4. Add the Send SMS action.
    5. Write your engaging message clearly and succinctly, then click Save Action. this image
    6. Add the Drip action BEFORE your Send SMS action.
    7. Set your batch size to 100. Choose the drip interval as every 1 day. Click Save Action.
    8. Click Publish.
    9. Click Save.
  6. Add the Drip action BEFORE your Send SMS action.
    Step 6 of 9: Add the Drip action BEFORE your Send SMS action What this shows Step 6 of 9: Add the Drip action BEFORE your Send SMS action. What this shows Shows what this covers for step 6 of 9 in the "Create Automated Form Submission SMS Followup" section of "Getting Started - Automatic Email and SMS Followup". This screenshot accompanies step 6 of 9 in the "Create Automated Form Submission SMS Followup" section of "Getting Started - Automatic Email and SMS Followup". At this point in the walkthrough you add the Drip action BEFORE your Send SMS action. The navigation path used here is Click Create Workflow > Select Start. This part of the guide covers 2 fields, listed below. The next step is to set your batch size to 100. Choose the drip interval as every 1 day. Click Save Action. Step 6 of 9Path: Click Create Workflow > Select StartImage 10 of 12 What this coversAdd the Drip action BEFORE your Send SMS action.
    Fields in this part of the guide Workflow Action – Send SMSA List of Workflow Actions
    Buttons and menus referenced Drip actionSend SMS action.AutomationCreate WorkflowStart from scratchForm SubmittedAdd filterForm isSaveSend SMSSave Action.every 1 day
    Next stepSet your batch size to 100. Choose the drip interval as every 1 day. Click Save Action.
    All 9 steps in this procedure
    1. Navigate to Automation.
    2. Click Create Workflow > Select Start from scratch.
    3. Add the trigger Form Submitted: Click Add filter, choose Form is, select the desired form, and click Save.
    4. Add the Send SMS action.
    5. Write your engaging message clearly and succinctly, then click Save Action.
    6. Add the Drip action BEFORE your Send SMS action. this image
    7. Set your batch size to 100. Choose the drip interval as every 1 day. Click Save Action.
    8. Click Publish.
    9. Click Save.
  7. Set your batch size to 100. Choose the drip interval as every 1 day. Click Save Action.
    Step 7 of 9: Set your batch size to 100. Choose the drip interval as every 1 day… What this shows Step 7 of 9: Set your batch size to 100. What this shows Shows what to choose for step 7 of 9 in the "Create Automated Form Submission SMS Followup" section of "Getting Started - Automatic Email and SMS Followup". This screenshot accompanies step 7 of 9 in the "Create Automated Form Submission SMS Followup" section of "Getting Started - Automatic Email and SMS Followup". At this point in the walkthrough you set your batch size to 100. Choose the drip interval as every 1 day. Click Save Action. The navigation path used here is Click Create Workflow > Select Start. This part of the guide covers 2 fields, listed below. The next step is to click Publish. Step 7 of 9Path: Click Create Workflow > Select StartImage 11 of 12 What to chooseSet your batch size to 100. Choose the drip interval as every 1 day. Click Save Action.
    Fields in this part of the guide Workflow Action – Send SMSA List of Workflow Actions
    Buttons and menus referenced every 1 daySave ActionAutomationCreate WorkflowStart from scratchForm SubmittedAdd filterForm isSaveSend SMSSave Action.Drip action
    Next stepClick Publish.
    All 9 steps in this procedure
    1. Navigate to Automation.
    2. Click Create Workflow > Select Start from scratch.
    3. Add the trigger Form Submitted: Click Add filter, choose Form is, select the desired form, and click Save.
    4. Add the Send SMS action.
    5. Write your engaging message clearly and succinctly, then click Save Action.
    6. Add the Drip action BEFORE your Send SMS action.
    7. Set your batch size to 100. Choose the drip interval as every 1 day. Click Save Action. this image
    8. Click Publish.
    9. Click Save.
  8. Click Publish.
  9. Click Save.
    Step 9 of 9: Click Save What this shows Step 9 of 9: Click Save. What this shows Shows how to confirm for step 9 of 9 in the "Create Automated Form Submission SMS Followup" section of "Getting Started - Automatic Email and SMS Followup". This screenshot accompanies step 9 of 9 in the "Create Automated Form Submission SMS Followup" section of "Getting Started - Automatic Email and SMS Followup". At this point in the walkthrough you click Save. For context, this section explains: Sending SMS follow-ups alongside your emails can greatly enhance your communication effectiveness. With texts typically opened within minutes, this approach ensures you're always top-of-mind. Here's how you do it. The navigation path used here is Click Create Workflow > Select Start. This part of the guide covers 2 fields, listed below. Step 9 of 9Path: Click Create Workflow > Select StartImage 12 of 12 How to confirmClick Save.
    Fields in this part of the guide Workflow Action – Send SMSA List of Workflow Actions
    Buttons and menus referenced SaveAutomationCreate WorkflowStart from scratchForm SubmittedAdd filterForm isSend SMSSave Action.Drip actionSend SMS action.every 1 day
    All 9 steps in this procedure
    1. Navigate to Automation.
    2. Click Create Workflow > Select Start from scratch.
    3. Add the trigger Form Submitted: Click Add filter, choose Form is, select the desired form, and click Save.
    4. Add the Send SMS action.
    5. Write your engaging message clearly and succinctly, then click Save Action.
    6. Add the Drip action BEFORE your Send SMS action.
    7. Set your batch size to 100. Choose the drip interval as every 1 day. Click Save Action.
    8. Click Publish.
    9. Click Save. this image

Learn More

Great job! Next, you might consider checking out additional workflow actions to further streamline your processes.

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