Learn how to integrate Cognito Forms with Pabbly Email Marketing to automatically create subscribers from form submissions. Step-by-step guide included. This comprehensive guide shows you exactly how to create, launch, and optimize email campaigns that drive engagement and conversions.
Watch Step By Step Video Tutorial Below
Accessing Pabbly Email Marketing for Cognito Forms Integration
To start integrating Cognito Forms with Pabbly Email Marketing, first access your Pabbly Email Marketing account. This platform allows you to efficiently manage subscribers and automate email marketing tasks.
Once logged in, navigate to the dashboard where you can create workflows. This is essential for setting up an automation that connects your Cognito Forms submissions to your email list in Pabbly Email Marketing.
Creating a Workflow in Pabbly Email Marketing
In this section, we will create a workflow in Pabbly Email Marketing that will help automate the subscriber creation process. Click on the ‘Create Workflow’ button located at the top right corner of your dashboard.
Provide a name for your workflow, such as ‘Create Subscriber in Pabbly Email Marketing on Cognito Forms Submission’. Select a folder to save the workflow, which helps in organizing your automations. You can create multiple folders for better management.
- Click on the ‘Create’ button to initiate the workflow.
- Set up a trigger for this workflow.
- Select ‘Cognito Forms’ as your trigger application.
This setup will allow you to capture new entries from Cognito Forms and use them to create subscribers in your Pabbly Email Marketing account.
Setting Up the Cognito Forms Trigger
To proceed, select ‘New Entry’ as the trigger event in your Pabbly Email Marketing workflow. This means that whenever a new form submission is received, the automation will be triggered.
After selecting the trigger event, a webhook URL will be generated. Copy this URL as it will be used to connect Cognito Forms with Pabbly Email Marketing. In your Cognito Forms account, navigate to the form you wish to connect and paste this URL in the ‘Post JSON data to a website’ section.
- Go to your form settings in Cognito Forms.
- Paste the copied webhook URL into the designated field.
- Save and publish the form to activate the webhook.
This connection allows Pabbly Email Marketing to receive data from Cognito Forms automatically whenever a new submission occurs.
Connecting Pabbly Email Marketing as Action Step
Next, we will set up Pabbly Email Marketing as the action step in your workflow. Select ‘Pabbly Email Marketing’ as the action application and choose ‘Add Subscriber’ as your action event. This crucial step will ensure that the data received from Cognito Forms is used to create a new subscriber.
To connect your Pabbly Email Marketing account, you will need to enter your API token. This token can be found in the integration section of your Pabbly Email Marketing account. Copy the token and paste it into the required field in your workflow.
Select the list where the new subscriber will be added. Map the email and name fields from the Cognito Forms submission to the corresponding fields in Pabbly Email Marketing. Save your workflow and send a test request to verify the integration.
Once the setup is complete, you will see a confirmation message indicating that the subscriber was added successfully.
Testing the Integration
After setting up your workflow in Pabbly Email Marketing, it’s essential to test the integration. Go back to your Cognito Forms and fill out the form with test data. Submit the form to trigger the automation.
Once submitted, return to Pabbly Email Marketing and refresh the subscriber list. You should see the new subscriber added with the details you entered in the form. This confirms that your integration is working correctly.
By automating this process, you can ensure that every potential client who fills out your form is added as a subscriber in your email marketing tool, allowing for timely follow-ups and engagement.
Conclusion
In this tutorial, we demonstrated how to create a subscriber in Pabbly Email Marketing using Cognito Forms submissions. By following these steps, you can automate the process of adding new subscribers, ensuring no potential client is missed.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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This integration helps streamline your workflow and enhances your email marketing efforts. Start using Pabbly Email Marketing today to maximize your subscriber engagement and conversion rates.