Help guide

Connect a form to an Audience or journey

Updated June 10, 2026

Connect a form to an Audience or journey

Forms can become the entry point for follow-up audiences and journeys.

What this feature is for

  • Forms can become the entry point for follow-up audiences and journeys.

When to use it

  • You want every form submission to receive a welcome email, sales follow-up, or internal task.
  • You want to segment people by which form they submitted.

Do it manually

  1. Open the form and confirm email collection.
  2. Confirm submissions sync to Customers or a list.
  3. Create an Audience or journey based on the form submission.
  4. Review the email and timing.
  5. Submit a test form and watch the customer timeline.

Ask Faster AI

Connect [form name] to an Audience and a follow-up journey. Make sure submitters are synced and ask me to review the first message before starting.

Review before saving or publishing

  • Preview the audience count and a few sample recipients.
  • Check sender, subject, links, unsubscribe behavior, and timing.
  • Use a readiness check before sending, starting, or publishing a customer-facing campaign.

Common mistakes and fixes

  • If the audience is empty, check list membership, rules, and contact email addresses.
  • If an email cannot send, confirm sender setup and subscription group readiness.
  • If reporting looks quiet, remember that recent delivery and open activity can take time to appear.

Placeholder media

  • Screenshot placeholder: Replace with an annotated screenshot of connect a form to an audience or journey.
  • Video placeholder: Replace with a short walkthrough showing the manual path and review step.

Related help

Sunny Arora

Written by

Sunny Arora

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