# 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…

- Source: https://docs.ghlcustomercare.com/docs/getting-started-w-ghl-customer-care/foundational-setup/getting-started-automatic-email-and-sms-followup
- Section: Getting Started w/ GHL Customer Care / Foundational Setup
- Reading time: 1 min
- Images: 12, each explained below
- Modified on 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.

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**TABLE OF CONTENTS**

-   [Create Automated Form Submission Email Followup](#create-automated-form-submission-email-followup)
-   [Create Automated Form Submission SMS Followup](#create-automated-form-submission-sms-followup)

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## **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](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155046581033/original/WcH21GdgXzbhdvoUVa4tNQf_1_08Vut93A.png)

**Step 2 of 7: Click Create Workflow > Select a Recipe**

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.

- Path: Click Create Workflow > Select
- What to choose: Click Create Workflow > Select a Recipe.
- Fields: Workflow Action – Send Email, Workflow Trigger – Form Submitted, Getting Started With Workflows
- Controls: Create Workflow > Select a Recipe, Automation, Email Drip Sequence, Form Submitted, Add filter, Form is, Save, Save Action, Publish, Learn More
- Next: Select the recipe Email Drip Sequence.

Example values (illustrative, not read from the screenshot):

- Workflow Action – Send Email: priya.raman@northgatedental.com

Full 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](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155046581060/original/Tj-RRazx6RhMQpi1QQsFNFs7q_lJ7XnKIA.png)

**Step 3 of 7: Select the recipe Email Drip Sequence**

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.

- Path: Click Create Workflow > Select
- What to choose: Select the recipe Email Drip Sequence.
- Fields: Workflow Action – Send Email, Workflow Trigger – Form Submitted, Getting Started With Workflows
- Controls: Email Drip Sequence, Automation, Create Workflow > Select a Recipe, Form Submitted, Add filter, Form is, Save, Save Action, Publish, Learn More
- Next: Add the trigger Form Submitted: Click Add filter, choose Form is, select the relevant form, then click Save.

Example values (illustrative, not read from the screenshot):

- Workflow Action – Send Email: priya.raman@northgatedental.com

Full 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155046581084/original/zAjzZndjO1KSvpj4AV1U-atmKRvT1HzvNQ.png)

**Step 4 of 7: Add the trigger Form Submitted: Click Add filter, choose Form is…**

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.

- Path: Click Create Workflow > Select
- What to choose: Add the trigger Form Submitted: Click Add filter, choose Form is, select the relevant form, then click Save.
- Fields: Workflow Action – Send Email, Workflow Trigger – Form Submitted, Getting Started With Workflows
- Controls: Form Submitted, Add filter, Form is, Save, Automation, Create Workflow > Select a Recipe, Email Drip Sequence, Save Action, Publish, Learn More
- Next: Edit the email actions by customizing the subject, message content, attachments, and other details. Then click Save Action.

Example values (illustrative, not read from the screenshot):

- Workflow Action – Send Email: priya.raman@northgatedental.com

Full 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155046581097/original/PtGURjOfoP6in_HjzmRIA0Mc9ZGPFHct2w.png)

**Step 5 of 7: Edit the email actions by customizing the subject, message content…**

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.

- Path: Click Create Workflow > Select
- How to confirm: Edit the email actions by customizing the subject, message content, attachments, and other details. Then click Save Action.
- Fields: Workflow Action – Send Email, Workflow Trigger – Form Submitted, Getting Started With Workflows
- Controls: Save Action, Automation, Create Workflow > Select a Recipe, Email Drip Sequence, Form Submitted, Add filter, Form is, Save, Publish, Learn More
- Next: Click Publish.

Example values (illustrative, not read from the screenshot):

- Workflow Action – Send Email: priya.raman@northgatedental.com

Full 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](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155046581119/original/VqQBVcXsLI0etoSsmteLursaVttIuC9C8A.png)

**Step 7 of 7: Click Save**

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.

- Path: Click Create Workflow > Select
- How to confirm: Click Save.
- Fields: Workflow Action – Send Email, Workflow Trigger – Form Submitted, Getting Started With Workflows
- Controls: Save, Automation, Create Workflow > Select a Recipe, Email Drip Sequence, Form Submitted, Add filter, Form is, Save Action, Publish, Learn More

Example values (illustrative, not read from the screenshot):

- Workflow Action – Send Email: priya.raman@northgatedental.com

Full 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**

-   [Workflow Action – Send Email](https://docs.ghlcustomercare.com/docs/workflows/communication-workflow-actions/workflow-action-send-email)
-   [Workflow Trigger – Form Submitted](https://docs.ghlcustomercare.com/docs/workflows/events-workflow-triggers/workflow-trigger-form-submitted)  
     [](https://docs.ghlcustomercare.com/docs/workflows/events-workflow-triggers/workflow-trigger-form-submitted)
-   [Getting Started With Workflows](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/getting-started-with-workflows)

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

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## **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](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155046581232/original/smJkMVMCyDjpuk_On_1cGXSq840AX7jzUA.png)

**Step 2 of 9: Click Create Workflow > Select Start from scratch**

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.

- Path: Click Create Workflow > Select Start
- What to choose: Click Create Workflow > Select Start from scratch.
- Fields: Workflow Action – Send SMS, A List of Workflow Actions
- Controls: Create Workflow, Start from scratch, Automation, Form Submitted, Add filter, Form is, Save, Send SMS, Save Action., Drip action, Send SMS action., every 1 day
- Next: Add the trigger Form Submitted: Click Add filter, choose Form is, select the desired form, and click Save.

Full 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155046581246/original/Qdotp_0rf92IObkAs4bDnPVl-tewFBqE6w.png)

**Step 3 of 9: Add the trigger Form Submitted: Click Add filter, choose Form is…**

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.

- Path: Click Create Workflow > Select Start
- What to choose: Add the trigger Form Submitted: Click Add filter, choose Form is, select the desired form, and click Save.
- Fields: Workflow Action – Send SMS, A List of Workflow Actions
- Controls: Form Submitted, Add filter, Form is, Save, Automation, Create Workflow, Start from scratch, Send SMS, Save Action., Drip action, Send SMS action., every 1 day
- Next: Add the Send SMS action.

Full 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](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155046581254/original/Cx9kDxy9mFiQ3RyGSNp74C4oxnaMxah1HA.png)

**Step 4 of 9: Add the Send SMS action**

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.

- Path: Click Create Workflow > Select Start
- What this covers: Add the Send SMS action.
- Fields: Workflow Action – Send SMS, A List of Workflow Actions
- Controls: Send SMS, Automation, Create Workflow, Start from scratch, Form Submitted, Add filter, Form is, Save, Save Action., Drip action, Send SMS action., every 1 day
- Next: Write your engaging message clearly and succinctly, then click Save Action.

Full 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155046581262/original/4yJLH7ynBbS51X-fg_A7cfllJaWu5VOK3A.png)

**Step 5 of 9: Write your engaging message clearly and succinctly, then click Save…**

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.

- Path: Click Create Workflow > Select Start
- How to confirm: Write your engaging message clearly and succinctly, then click Save Action.
- Fields: Workflow Action – Send SMS, A List of Workflow Actions
- Controls: Save Action., Automation, Create Workflow, Start from scratch, Form Submitted, Add filter, Form is, Save, Send SMS, Drip action, Send SMS action., every 1 day
- Next: Add the Drip action BEFORE your Send SMS action.

Full 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](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155046581306/original/y9bHtUsx2uVH5zekLbKC-4_veAg9c11yjg.png)

**Step 6 of 9: Add the Drip action BEFORE your Send SMS action**

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.

- Path: Click Create Workflow > Select Start
- What this covers: Add the Drip action BEFORE your Send SMS action.
- Fields: Workflow Action – Send SMS, A List of Workflow Actions
- Controls: Drip action, Send SMS action., Automation, Create Workflow, Start from scratch, Form Submitted, Add filter, Form is, Save, Send SMS, Save Action., every 1 day
- Next: Set your batch size to 100. Choose the drip interval as every 1 day. Click Save Action.

Full 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155046581315/original/NBxtLS-6InTEmSb-rYBC3u-tCSlQz-XQ4A.png)

**Step 7 of 9: Set your batch size to 100. Choose the drip interval as every 1 day…**

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.

- Path: Click Create Workflow > Select Start
- What to choose: Set your batch size to 100. Choose the drip interval as every 1 day. Click Save Action.
- Fields: Workflow Action – Send SMS, A List of Workflow Actions
- Controls: every 1 day, Save Action, Automation, Create Workflow, Start from scratch, Form Submitted, Add filter, Form is, Save, Send SMS, Save Action., Drip action
- Next: Click Publish.

Full 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](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155046581328/original/kqUISiCGQfI8XWhg7i_0i2TcyA6Kf_pqXg.png)

**Step 9 of 9: Click Save**

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.

- Path: Click Create Workflow > Select Start
- How to confirm: Click Save.
- Fields: Workflow Action – Send SMS, A List of Workflow Actions
- Controls: Save, Automation, Create Workflow, Start from scratch, Form Submitted, Add filter, Form is, Send SMS, Save Action., Drip action, Send SMS action., every 1 day

Full 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**

-   [Workflow Action – Send SMS](https://docs.ghlcustomercare.com/docs/workflows/communication-workflow-actions/workflow-action-send-sms)  
     [](https://docs.ghlcustomercare.com/docs/workflows/communication-workflow-actions/workflow-action-send-sms)
-   [A List of Workflow Actions](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/what-are-workflow-actions-complete-list)

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

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Documentation for GHL Customer Care. Support: support@ghlcustomercare.com