If you are a subscriber of both the Snappy Kraken Campaigns and Websites product, your leads automatically become contacts. For example, if someone fills out a form on your website, you will see the submitter as a new contact in Campaigns, marked with the source "Landing Page".
What if you want to know which webform they come from? Or maybe send them a custom email to nurture them?
This guide walks you through how to build a fully automated AI-driven workflow using the Smart Growth Suite to help you to help you manage leads, respond faster, stay relevant, and grow your pipeline with less manual effort.
Step 1: Setting Up the Lead Capture Inbox
Click the "My Contacts" icon.
Select "Lead Capture" from the menu.
Type in the "Lead Source Name: (e.g. Website Event Form) and click "Create Lead Capture Inbox" next to it.
Select a group to associate the leads with.
- Any new lead coming from that inbox will be automatically added to the group.
- If you auto-subscribe the group to a campaign, new contacts from the Lead Capture inbox will immediately enroll in the campaign.
- Click here if you need to create a new group.
Click "Copy Email" next to your custom inbox address.
Any email sent to that inbox address will automatically add the lead to your Snappy Kraken account, so we will paste this email into our website forms in the next step.
Tip: You can create a unique inbox for each webform to personalize follow-up by origin.
Step 2: Configuring Webform Email Settings
- On your Websites dashboard, navigate to the "Lead Manager" tab located in the left-hand side section.
- Select the "Webform builder" tab that appears below the lead manager tab
- Select the three dot icons and choose Edit.
- If you need a new one. follow this tutorial to create a form.
- Select the Settings Tab.
- Paste the email you created from Step 1 on the Email field, which is where form submission notifications will be sent.
- If you want to still receive notifications, use a comma to add multiple email recipients.
Any email sent to that inbox address now automatically be added to as a Campaigns contact directly to your chosen group. Now, not only can you tell which webform the contact came from but you can take it one step further by sending them personalize campaign through the Smart Growth Suite!
Step 3: Automate Campaign Enrollment (Auto-Subscribe)
Now, you can set up a personalized campaign to send to these contact through the auto-subscribe feature.
How to Set Up Auto-Subscribe:
Go to the "My Campaigns" section.
Find your desired campaign and click the three-dot menu.
Select "Manage Subscribers."
Find your Dynamic Group and click "Auto" to auto-enroll both current and future members.
From that point on, any new contact who joins that group will immediately be added to the campaign and receive follow-up emails or texts—no tagging or manual work needed.