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

• 1Navigate to the Form Builder
  Log in to your TheraSaaS account and go to Sites → Form Builder.
• 2Create a new form
  Click Builder to access the form editor. Either create a new form or select an existing one.Example: "Private Podcast"
• 3Add 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.
• 4Style 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.
• 5Set the form actions
  When the user hits the Submitbutton, 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

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

• 1Create an automation
  Navigate to Automations from the main menu. Create a new automation or select an existing one.Example: the "Lead Gen" folder
• 2Add a trigger
  Every automation starts with a trigger, which tells the automation when to start. Set the trigger to fire when your specific form (e.g., "Private Podcast") is submitted.
• 3Tag the contact
  After the form is submitted, add a tag to the contact.Lead Magnet Subscriber

  Tags let you track and segment users based on their actions, like downloading a resource or subscribing to a newsletter.
• 4Send follow-up emails
  Create a series of automated emails to follow up with the subscriber:

  • Email 1 — send the lead magnet or resource they signed up for (e.g., a private podcast link)
  • Wait step — add a delay between emails, for example 3 days before sending the next email
  • Email 2 — continue the sequence with additional relevant emails

  Email 1→Wait 3 days→Email 2

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

• 1Navigate to Email Templates
  Go to Marketing → Emails → Templates.
• 2Create or edit a template
  Create a new email template or edit an existing one. Drag and drop elements into the template and format it as needed.
• 3Attach the template to the automation
  After creating your template, return to your automation and attach the template to the appropriate email step.

You can add more functionality to your automation:

• 1Get the embed code
  Go back to your form and click Integrate, then copy the embed code provided by TheraSaaS.
• 2Add it to your website
  Paste the embed code into your website (for example, using a code block in WordPress), or give it to your web developer to integrate into a popup or landing page.
• 3Share the form link
  Alternatively, you can share the direct link to the form if you don't want to embed it on your website.