Trigger automation from CSV import?

  • 5
  • Idea
  • Updated 5 months ago
  • Implemented
I use Gravity Forms to capture new leads on my WordPress website. So, I routinely add new members to my Emma mailing lists by importing a CSV file exported out of Gravity Forms. But that also means I am currently using Gravity Forms instead of Emma to send out my welcome email to a new prospect. 

What I'd love to be able to do is trigger a series of welcome emails using Emma (my Emma emails look so much better than the Gravity Form autoresponder and I can track opens and clicks so much better with Emma).

So, is there any way to trigger an automated welcome email series from this CSV import? Or is it in the planning stages? The ability to do this would be huge for me. 

Apologies in advance if this question has been asked and answered elsewhere, but I could not find it.
Photo of Ted Hogan

Ted Hogan, Champion

  • 145 Posts
  • 83 Reply Likes

Posted 4 years ago

  • 5
Photo of Grey Stepp

Grey Stepp, Support Team Manager

  • 1699 Posts
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Official Response
Hello folks!   I've got an update for you!  

Today we've released an update to Emma to allow you to trigger a Field Change based workflow from an Import.  

We've added a fancy new check box to the bottom of the import screen to let you tell Emma that you'd like to check the import for Field Changes that would trigger a workflow!  



This is now live on all Emma accounts!   Check out my RELEASE NOTES from today or our RESOURCE CENTER article for how to build Field Change Triggered Automation Workflows.  

Cheers!

- Grey