How to Set Up Automated Email and SMS Follow-Up in Sparkforge
Set up automated follow-up in Sparkforge under Automation > Workflows. Use the Email Drip Sequence recipe for email, build from scratch with a Form Submitted trigger plus Send SMS action for SMS, and add a Drip action for batched delivery.
Automated workflows handle follow-up so you don't have to remember. Sparkforge fires email and SMS sequences off triggers like form submissions, then drips messages in batches you control.
Email follow-up from a form submission
- Go to Automation.
- Click Create Workflow → Select a Recipe.
- Choose Email Drip Sequence.
- Configure the trigger Form Submitted: click Add filter, set Form is, pick the form, click Save.
- Edit each email action (subject, message, attachments) and click Save Action.
- Click Publish.
- Click Save.
SMS follow-up from a form submission
SMS opens fast and stays top-of-mind. Pair it with email drips for layered follow-up.
- Go to Automation.
- Click Create Workflow → Start from scratch.
- Add the trigger Form Submitted: click Add filter, set Form is, pick the form, click Save.
- Add the Send SMS action and write the message clearly. Click Save Action.
- Add a Drip action before Send SMS.
- Set batch size to 100 and the drip interval to every 1 day. Click Save Action.
- Click Publish.
- Click Save.
Why drip in batches
Sending 1,000 SMS at once can flag carrier filters and tank deliverability. Batching 100 per day keeps sends within carrier expectations and protects the number's reputation. The same logic applies to large email lists.
Common trigger and action combos
| Trigger | Action | Use case |
|---|---|---|
| Form Submitted | Email Drip Sequence | Nurture new leads from your website form |
| Form Submitted | Send SMS + Drip | Layer text follow-up on top of email |
| Customer Booked Appointment | Send SMS | Confirmation and pre-meeting reminder |
| Contact Tag | Send Email | Trigger off a tag applied by another workflow |
Frequently Asked Questions
Why put the Drip action before Send SMS?
What batch size should I use?
Can I trigger on something other than form submissions?
Do I need to publish the workflow?
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