How to Create Pabbly Email Marketing Subscriber on Cognito Forms Submission

Learn how to integrate Cognito Forms with Pabbly Email Marketing using Pabbly Email Marketing to automate subscriber creation on form submissions. Learn step-by-step how to design, schedule, and analyze email campaigns that achieve your marketing goals without complex technical setup.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Email Marketing for Integration

To create a subscriber in Pabbly Email Marketing based on Cognito Forms submissions, first, access Pabbly Email Marketing. This platform is essential for managing your email campaigns efficiently.

Log in to your Pabbly account at the Pabbly website. If you are a new user, you can sign up for a free account that includes 100 automation tasks per month. After logging in, navigate to the dashboard where you can access various Pabbly applications, including Pabbly Email Marketing.

2. Setting Up Pabbly Connect

After accessing Pabbly Email Marketing, the next step is to set up Pabbly Connect, which will facilitate the connection between Cognito Forms and Pabbly Email Marketing. Start by clicking on the option to create a new workflow.

• Click ‘Create Workflow’ on your Pabbly Connect dashboard.
• Name your workflow, for example, ‘Cognito Forms to Pabbly Email Marketing’.
• Select a folder to save your workflow.

Once you have named your workflow, click on ‘Create’. This will take you to the workflow window where you will set up the trigger and action for your automation. The trigger will be a new submission received from Cognito Forms, and the action will be to add a subscriber in Pabbly Email Marketing.

3. Configuring Cognito Forms Submission

The next step involves configuring your Cognito Forms to work with Pabbly Connect. Log in to your Cognito Forms account and select the form you want to use for this integration.

In the form builder, enable the option to post JSON data to a website. You will need to paste the webhook URL provided by Pabbly Connect into the designated field. Make sure to save your changes after pasting the URL. This connection allows Cognito Forms to send submission data directly to Pabbly Email Marketing.

4. Mapping Data in Pabbly Email Marketing

After setting up your Cognito Forms, go back to Pabbly Connect to configure the action step. Select Pabbly Email Marketing as the action application and choose the event to add a subscriber.

You will need to connect your Pabbly Email Marketing account by entering the Bearer token. This token can be obtained from the API section of your Pabbly Email Marketing account. Once connected, you can map the fields from your Cognito Forms submission to the subscriber fields in Pabbly Email Marketing.

• Map the email field from Cognito Forms to the email field in Pabbly Email Marketing.
• Map the name field similarly.

After mapping the fields, click on ‘Save and Send Test Request’ to confirm that the subscriber is added successfully.

5. Testing the Integration

Finally, to ensure your integration works, perform a test submission on your Cognito Forms. Fill in the form with dummy data and submit it. This action will trigger the workflow in Pabbly Connect.

Check your Pabbly Email Marketing account to verify that the new subscriber has been added. You should see the details from your test submission reflected in your subscribers list. This confirms that the integration between Cognito Forms and Pabbly Email Marketing is functioning as intended.

Conclusion

This tutorial demonstrated how to create a subscriber in Pabbly Email Marketing from Cognito Forms submissions using Pabbly Connect. By following these steps, you can automate your email marketing processes effectively, ensuring that potential clients are seamlessly added to your marketing list.