Explore guidance when using forms created in Upsales.
- Go to Marketing → Segments & flows and open the segment. If its filters are hidden, click Click to edit.
- Under Include contacts, select the Contacts button
- Select Form submit
- Leave the toggle on Any and leave the form field empty, so it shows Any form
- Choose the date range you want to include in the segment:
Send an email to all contacts who have submitted a form
- In the segment, open the Email campaigns tab and click New email campaign. The button is disabled if the segment has no Include filters or is archived.
- Enter an Internal email campaign name, choose What type of email is this? and click Next: Templates & design. The email campaign is created with the segment as its recipients.