1. Create Your Forms
Start by creating the two forms needed for the process.
Example:
- Follow-Up Form 01 – This form is used to collect initial information from users.
- Follow-Up Form 02 – This form will collect additional details later, without asking for the same contact info again.
Set Up the Process to Send the Follow-Up Form #
2. Save your settings and publish the flow.
3. Go to the Automation or Flow Builder.
4. Add a Trigger for Form Submission (when Follow-Up Form 01 is submitted).
5. Under the Messaging section, drag in the Send Email step.
6. Click the Edit Email button to configure your follow-up email.
7. In the email body, include a link to Follow-Up Form 02.
