Campaigns
Automations
Table of Contents
Walk-through of campaigns
Form submission and segments (lists) are the two ways you can start an automation. Form submissions are triggers (i.e only when the submission happens will the automation trigger) while segments are an on-going flow (i.e all members of a segment will go through the campaign once you turn it on).
Troubleshooting:
If you can't find the correct form to add to the automation it's most likely because you set it up as a stand-alone form. Read more about the different forms here
If you can't find the email to send, you've most likely created it as a segment email, and not a template email. Read more about how to change it and the difference between the two here
If you have scheduled emails in a campaign, all newly added contacts will get all emails, regardless if the first email has already been sent out.
I.e, if you have a webinar reminder sequence where the first reminder goes out at 5 pm and the second at 6 pm and a contact is added to the campaign at 5.30 pm, it will get both reminders. If a contact is added to the campaign at 7 pm, it will also get two emails.
To prevent this, set an Unpublish date on either your form (if the campaign starts with a form) or the campaign once the last reminder has been sent.