I’m looking for advice on setting up an automated system for personalized email follow-ups. The idea is to use a form tool like Tally to gather lead info including their current mood about their business. Then store that data in Airtable and use Make for the automation logic.
Has anyone done something like this before? I’m thinking it could work like:
- Form collects name, email, and mood (overwhelmed, motivated, confused, etc)
- Data syncs to Airtable
- Make watches for new Airtable entries
- Based on mood, Make sends different email sequences
- After 3 days, Make updates Airtable to mark follow-up sent
I’m hoping this could create more engaging, emotionally-tuned follow-ups. But I’m not sure about the best way to set it up or if there are pitfalls to watch out for. Any tips or experience with a workflow like this would be super helpful!
I’ve actually experimented with a similar setup in my marketing agency. One thing I learned the hard way is to be careful with the timing of your mood-based emails. We initially sent them too quickly after form submission, which came across as insincere.
Instead, we found success by introducing a 24-hour delay before the first follow-up. This gave us time to review responses manually if needed and made the automation feel more natural.
Another tip: don’t neglect your unsubscribe process. Make it easy and respect it immediately. We once had a client complain because they unsubscribed but still received a mood-based follow-up due to a glitch in our system.
Lastly, consider adding a feedback loop. After your email sequence, send a quick survey asking how helpful the tailored emails were. This data is gold for refining your approach and content over time.
I’ve implemented a similar system for my consulting business, and it’s been a game-changer. One crucial aspect I’d emphasize is ensuring your email content genuinely addresses the mood states you’re tracking. It’s not just about acknowledging their feeling, but providing real value based on it.
For the technical setup, I’d recommend using Zapier instead of Make. It’s more user-friendly and has robust error handling, which is critical when dealing with multiple integrations. Also, consider adding a step to check for duplicate entries in Airtable before triggering emails. This prevents sending multiple follow-ups if someone fills out your form twice.
Lastly, don’t forget about GDPR compliance if you’re dealing with EU customers. Make sure your form clearly states how you’ll use their data and includes an opt-out option. This approach has significantly improved our engagement rates and client relationships.
hey, i’ve tried something like this before. one thing to watch out for is email deliverability. make sure ur not sending too many emails too fast or you might get flagged as spam. also, consider adding a personal touch like mentioning their company name in the subject line. it can really boost open rates. good luck with ur project!