How to create opt-in forms & automations for newsletter?

1. Creating an Opt-in Form

1. Navigate to Form Builder:

   • Log in to your TheraSaaS account.

   • Go to Sites > Form Builder.

2. Create a New Form:

   • Click on Builder to access the form editor.

   • Either create a new form or select an existing one (e.g., "Private Podcast" example in the video).

3. Add Fields to Your Form:

   • Typically, you'll want to capture basic information such as:

     • First Name (e.g., {{Contact.FirstName}}).

     • Email Address (e.g., {{Contact.Email}}).

   • Add any additional fields as needed by dragging and dropping them into the form.

4. Style Your Form:

   • Customize the appearance of the form using options like borders, shadows, and colors. For example:

     • Add an orange border or a drop shadow to enhance the look.

   • Use the "Shadow" option for effects like blurring or adjusting shadow intensity.

5. Set Form Actions:

   • When the user hits the Submit button, you have a few options:

     • Display a message such as “Your resources are on the way. Check your email.”

     • Redirect the user to a URL where they can immediately download the resource.

2. Setting Up Automations

Once the form is created, you can set up an automation to automatically send follow-up emails after someone submits the form.

1. Create an Automation:

   • Navigate to Automations from the main menu.

   • Create a new automation or select an existing one (e.g., the “Lead Gen” folder example in the video).

2. Add a Trigger:

   • Every automation starts with a trigger. This tells the automation when to start.

   • Set the trigger to be when the specific form (e.g., "Private Podcast") is submitted.

3. Tag the Contact:

   • After the form is submitted, add a tag to the contact (e.g., “Lead Magnet Subscriber”).

   • Tags allow you to track and segment users based on their actions, like downloading a resource or subscribing to a newsletter.

4. Send Follow-up Emails:

   • Create a series of automated emails to follow up with the subscriber:

     1. Email 1: Send the lead magnet or resource they signed up for (e.g., a private podcast link).

     2. Wait Step: Add a delay between emails. For example, wait 3 days before sending the next email.

     3. Email 2: Continue the sequence with additional relevant emails.

3. Creating Email Templates

Before adding emails to your automation, you’ll need to create email templates.

1. Navigate to Email Templates:

   • Go to Marketing > Emails > Templates.

2. Create or Edit a Template:

   • You can either create a new email template or edit an existing one.

   • Drag and drop elements into the template, and format it as needed.

3. Attach the Template to the Automation:

   • After creating your template, return to your automation and attach the template to the appropriate email step.

4. Advanced Automation Steps

You can add more functionality to your automation:

1. Notifications:

   • Set up notifications (email or SMS) for your team to alert them when someone completes an automation step (e.g., when a lead downloads a resource).

2. Conditional Logic:

   • Add conditions to your automation. For example, if someone has already purchased a course, remove them from certain follow-up sequences.

5. Embedding the Form on Your Website

Once your form is created, you can embed it on your website.

1. Get the Embed Code:

   • Go back to your form and click on Integrate.

   • Copy the embed code provided by TheraSaaS.

2. Add to Website:

   • Paste the embed code into your website (using a code block in WordPress, for example) or give it to your web developer to integrate into a popup or landing page.

3. Share the Form Link:

   • Alternatively, you can share the direct link to the form if you don’t want to embed it on your website.

Summary

Creating opt-in forms and automations for your newsletter in TheraSaaS involves setting up a form to capture leads, creating an automation that follows up with those leads, and embedding the form on your website. After the user submits the form, they will receive a series of automated emails.