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How to Connect Landing Pages to Lists and Send Automated Thank You Emails

This feature allows you to automatically add contacts who submit your landing page forms to specific email lists and send them an immediate thank you email.

Najwa Syeda avatar
Written by Najwa Syeda
Updated over a week ago

What This Feature Does

This feature allows you to automatically add contacts who submit your landing page forms to specific email lists and send them an immediate thank-you email. This creates a seamless experience from signup to first contact, helping you build trust and set expectations with new subscribers.

Why This Matters

When someone submits a landing page form, they're expecting acknowledgment. An automated thank you email:

  • Confirms their action: Reassures them their submission was successful

  • Builds trust: Shows professionalism and attention to detail

  • Sets expectations: Tells them what happens next

  • Delivers value immediately: Can include download links, resources, or next steps

  • Prevents confusion: Reduces "did it work?" support inquiries

  • Strengthens brand perception: Creates a positive first impression

Common use cases:

  • Lead magnet downloads: "Thanks for downloading our eBook! Here's your link..."

  • Webinar registrations: "You're registered! Here are the details..."

  • Newsletter signups: "Welcome to our community!"

  • Contact form submissions: "Thanks for reaching out. We'll respond within 24 hours."

  • Free trial signups: "Your trial is active! Here's how to get started..."


Understanding the Landing Page β†’ List β†’ Email Flow

Before we dive into setup, let's understand how everything connects:

Step 1: User submits landing page form

  • Visitor fills out your landing page form

  • They provide their email and any other requested information

Step 2: Success message displays on-screen

  • Immediately after submission, they see a success message in their browser

  • This can be a simple "Thank you!" or redirect them to another page

Step 3: Contact added to list

  • SendX automatically adds the contact to the list you specified

  • All form data (email, name, custom fields) is captured

Step 4: Thank you email sent (if enabled)

  • SendX instantly sends the automated thank you email to their inbox

  • This happens within seconds of form submission

Important: The on-screen success message and thank you email are two separate things:

  • Success message: What they see in their browser immediately after clicking "Submit"

  • Thank you email: What arrives in their inbox moments later

Best practice: Use BOTH for the best user experience. The success message provides instant feedback, while the email provides a lasting record they can refer back to.


Part 1: How to Connect a Landing Page to a List

Step 1: Navigate to Landing Pages

  1. Click Forms in the top navigation menu

  2. Select Landing Page from the dropdown

  3. You'll see three form types: Popup, Embedded Form, and Landing Page

Step 2: Create or Edit a Landing Page

To create a new landing page:

  1. Click Create Landing Page (or similar button)

  2. Follow the creation wizard through these tabs:

    • Basic: Name your landing page

    • Design: Choose a template/design

    • Content: Edit the page content, headlines, form fields, images

    • Success: Configure what happens after submission (this is where we'll connect the list)

To edit an existing landing page:

  1. Find your landing page in the list

  2. Click on it or click the Edit icon

  3. Navigate through the tabs until you reach Success

Step 3: Configure the Success Tab

You'll now see several important settings:

Add Contact to List

This section determines where your landing page submissions go.

Option 1: Add to an Existing List

  1. Click the first dropdown: "Add to an Existing List"

  2. Click the second dropdown to see all your lists

  3. Select the list you want (e.g., "All Leads," "eBook Downloads," "Webinar Registrants")

  4. Contacts who submit this form will be added to that list

Option 2: Create a New List

  1. If you don't see the list you need, you can create one on the fly

  2. Look for an option like "+ Create New List" or type a new list name

  3. Give it a clear, descriptive name (e.g., "Free eBook Leads," "Homepage Signups")

  4. The new list will be created and automatically selected

  5. The list will appear in Audience β†’ Lists after you save

Important notes:

  • You can only connect a landing page to ONE list at a time

  • If you need contacts to go to multiple lists, you'll need to use automations or bulk actions later

  • If you change which list is connected, existing contacts stay in the old listβ€”they won't automatically move

Enable Popups on Landing Page (Optional)

You may see a toggle: "Enable Popups on Landing Page."

  • This allows you to show additional pop-ups on your landing page

  • Leave this OFF unless you specifically want exit-intent popups or timed popups on the page

After the user has submitted the form

This section controls what visitors see immediately after clicking "Submit."

Option 1: Do nothing (Default)

  • Shows a simple success message on the page

  • The page doesn't redirect anywhere

  • Good for simple "thank you" confirmations

Option 2: Redirect to URL

  • Redirects the visitor to a specific webpage after submission

  • Enter the full URL (e.g., https://yourbrand.com/thank-you)

  • Good for:

    • Delivering a download link

    • Showing a more elaborate thank you page

    • Taking them to a welcome video or onboarding content

    • Tracking conversions with thank-you page analytics

Best practice: Use "Redirect to URL" if you have a custom thank you page with additional resources or calls-to-action. Use "Do nothing" for simple confirmations.

Step 4: Save Your Landing Page

  1. Review all your settings

  2. Click Update Landing Page or Save (yellow button at the bottom right)

  3. Your landing page is now connected to the list!

Step 5: Test the Connection

  1. Visit your landing page URL

  2. Fill out the form with a test email (use your own)

  3. Submit the form

  4. Go to Audience β†’ Lists in SendX

  5. Open the list you connected

  6. Verify your test contact appears in the list


Part 2: How to Set Up Automated Thank You Emails

Now that your landing page is connected to a list, let's configure the automatic thank you email.

Step 1: Navigate to Your Lists

  1. Click Audience in the top navigation

  2. Select Lists from the dropdown

  3. You'll see all your lists with contact counts

Step 2: Open the List You Want to Configure

  1. Click on the list name that's connected to your landing page

    • Example: If your landing page adds contacts to "Free eBook Leads," click on that list

  2. You'll see two tabs: Overview and Analytics

  3. Stay on the Overview tab

Step 3: Access List Settings

  1. Look for the 3 dots on the List button

  2. Click Edit List

  3. A modal or new page will open with list settings

Step 4: Enable Thank You Email

Scroll down until you see the section: Thank You Email Setting

You'll see a checkbox that says:

"Send automated thank you e-mail once user has subscribed to this list"

  1. Check this box to enable automated thank you emails

  2. Additional fields will appear below

Step 5: Configure the Thank You Email

Once enabled, you'll see these required fields:

Who is this from? (Required)

  • Click the dropdown and select your verified sender profile

  • This determines the "From" name and email address recipients will see

  • Example: "Sarah Johnson sarah@yourbrand.com"

  • Pro tip: Use a recognizable name (your brand or personal name) to increase open rates

Subject (Required)

  • Write a clear, friendly subject line

  • Keep it personal and action-oriented

  • Good examples:

    • "Thanks for downloading [Resource Name]!"

    • "You're all set! Here's what's next..."

    • "Welcome to [Your Brand]!"

    • "[First Name], here's your free eBook"

  • Click the Personalization dropdown to add dynamic fields:

    • {{.FirstName}} - Recipient's first name

    • {{.LastName}} - Recipient's last name

    • {{.Email}} - Recipient's email address

    • Any custom fields you've set up

Email Body

Below the subject line, you'll see a visual email editor with a default template.

The default template typically includes:

  • Your logo or SendX logo

  • Personalized greeting: "Hi {{.FirstName}},"

  • Body text

  • Signature (e.g., "Cheers, Team [Your Brand]")

  • Powered by SendX footer (automatic)

To customize the email:

  1. Click Edit (button within or below the email preview)

  2. The full email editor will open

  3. Customize everything:

    • Change the greeting: Modify "Hi {{.FirstName}}," to match your brand voice

    • Write your message: Thank them, deliver value, set expectations

    • Add your logo: Upload your brand logo at the top

    • Include links: Add buttons or text links to resources, your website, or next steps

    • Adjust formatting: Change fonts, colors, alignment

    • Add images: Include product images, screenshots, or graphics

    • Use personalization: Insert {{.FirstName}} or other tokens anywhere

  4. Click Save and continue when done

What to include in your thank you email:

  • βœ… Clear acknowledgment: "Thanks for [action they took]"

  • βœ… Immediate value: Download links, access details, resources

  • βœ… Next steps: "Here's what to do next..." or "Expect our first email on [day]"

  • βœ… Set expectations: "You'll hear from us weekly with tips on..."

  • βœ… Contact information: How to reach you with questions

  • βœ… Social media links: Encourage them to follow you

  • ❌ Avoid: Long paragraphs, multiple CTAs, overwhelming information

Example thank you email structure:

Hi {{.FirstName}},  Thanks for downloading our Ultimate Guide to Email Marketing!  Here's your download link: [Download Button]  We'll also be sending you our weekly newsletter with advanced email tips, case studies, and exclusive offers. Expect your first email this Thursday.  In the meantime, follow us on LinkedIn for daily marketing insights!  Cheers, Sarah Founder, YourBrand  P.S. Questions? Just reply to this emailβ€”I read every message.

Step 6: Test Your Thank You Email

Before activating, always test:

Verify:

  • Subject line displays correctly

  • Personalization tokens work ({{.FirstName}} shows your actual name)

  • Links work and go to the right places

  • Logo and images display properly

Step 7: Save Your Settings

  1. Once you're satisfied with the thank-you email

  2. Click Save List (button at the bottom of the page)

  3. Your automated thank you email is now active!


How It All Works Together

Once configured, here's what happens automatically:

1. Visitor lands on your landing page

  • They read your offer and decide to sign up

2. Visitor submits the form

  • They fill in their email and any other fields

  • They click "Submit."

3. Success message displays

  • If you chose "Do nothing,": They see a simple thank you message on the page

  • If you chose "Redirect to URL": They're taken to your custom thank you page

4. Contact added to list (instant)

  • SendX adds them to the list you specified

  • All form data is captured (email, name, custom fields)

5. Thank you email sent (instant)

  • If enabled, SendX sends the thank you email to their inbox within seconds

  • The email uses the template and personalization you configured

6. Subscriber receives welcome

  • They check their email and see your thank you message

  • They can access any resources, links, or next steps you provided

All of this happens automatically with zero manual work from you. Once set up, it runs forever for every new submission!


Important Best Practices and Warnings

⚠️ Don't Use Thank You Emails with Double Opt-In Lists

The Problem: If you connect a landing page to a Double Opt-In list AND enable thank you emails, subscribers will receive TWO emails immediately:

  1. The confirmation email (asking them to verify their subscription)

  2. The thank you email (welcoming them)

This is confusing and annoying. Subscribers don't want two emails within seconds of signing up.

The Solution:

  • For landing pages: Use Single Opt-In lists only

    • Landing page form submissions already demonstrate consent

    • They've actively filled out the form and clicked "Submit"

    • No need for additional email confirmation

  • Enable thank you emails on Single Opt-In lists connected to landing pages

  • Do NOT enable thank you emails on Double Opt-In lists (the confirmation email serves as the first contact)

Why Single Opt-In makes sense for landing pages:

  • The user has explicitly submitted their information

  • They're confirming their interest by filling out the form

  • Immediate follow-up is expected and appropriate

  • Adding an extra confirmation step creates unnecessary friction

When to still use Double Opt-In:

  • For external list imports where you're unsure of consent quality

  • For very old, cold lists

  • For co-registration or lead generation campaigns from third parties


🎯 Use Separate Lists for Different Landing Pages (If Customization Needed)

Scenario: You have multiple landing pages offering different lead magnets:

  • Landing Page 1: "Free eBook on Email Marketing"

  • Landing Page 2: "Free Webinar on Social Media"

  • Landing Page 3: "Free Template Library"

Option 1: All feed into one list (Simple but less targeted)

  • Pro: Easy to manage, one consolidated list

  • Con: Everyone gets the same generic thank-you email

  • Con: Hard to segment and personalize based on what they downloaded

Option 2: Separate lists for each landing page (More work, but better)

  • Pro: Customize thank you emails for each offer

  • Pro: Easier to segment and send targeted follow-up campaigns

  • Pro: Better analytics (you can track performance per landing page/list)

  • Con: More lists to manage

Best practice:

  • Use separate lists if you want different thank-you messages

  • Use one list if a generic welcome is sufficient

Example:

  • List 1: "eBook Leads" β†’ Thank you email with download link for eBook

  • List 2: "Webinar Leads" β†’ Thank you email with webinar access details

  • List 3: "Template Leads" β†’ Thank you email with template library access

This way, each thank-you email is relevant and valuable to what the subscriber signed up for.


πŸ“§ Success Message vs. Thank You Email: Use Both

Remember, these are two different touchpoints:

Success Message

Thank You Email

Appears in the browser immediately after submission

Arrives in the inbox within seconds

Confirms the form worked

Provides a lasting record they can reference

Can't be saved or referred back to

Can be saved, forwarded, or accessed later

Works even if the email has typos

Only works if the email is valid

Best practice: Use BOTH for the most professional experience.

Success message should say:

  • "Thank you for signing up!"

  • "Check your email for next steps."

  • "Your download link is on the way."

Thank you email should include:

  • The actual resource or link they signed up for

  • Clear next steps or expectations

  • Contact information or support options


⏱️ Email Timing: Everything Happens Instantly

When thank you emails are sent:

  • Immediately after form submission

  • As soon as the contact is added to the list

  • Within seconds (typically 5-30 seconds)

If you have automations:

  • If you also have an automation triggered by "Subscribed to a List":

    • The thank you email is sent first (it's the immediate list action)

    • The automation email is sent second (based on your automation timing)

  • If your automation is set to "Send immediately," subscribers could receive both emails at once

  • Avoid this! It's email overload

Solution:

  • Use EITHER a thank you email OR an automationβ€”not both

  • If you need a sequence, skip the thank-you email and use automations instead

  • Or use the thank you email for immediate value, and delay the automation by 24 hours


✏️ Changing List Names: Update Forms Too

Important: If you rename a list in Audience β†’ Lists, the connection to your landing page does NOT automatically update.

What to do:

  1. If you rename a list, make note of the new name

  2. Go back to Forms β†’ Landing Page β†’ Overview

  3. Edit each landing page that used the old list name

  4. Navigate to the Success tab

  5. Update the list selection to the newly renamed list

  6. Save the landing page

Why this matters: If you don't update the form, contacts might not be added to the correct list, or you could get errors.


πŸ“Š Tracking and Analytics

You can track the performance of your landing pages and thank-you emails in multiple places:

Landing Page Analytics:

  1. Go to Forms β†’ Landing Page

  2. Find your landing page in the list

  3. You'll see metrics like:

    • Views: How many people visited the landing page

    • Submissions: How many people filled out the form

    • Conversion rate: Submissions Views

List Analytics:

  1. Go to Audience β†’ Lists

  2. Click on the list connected to your landing page

  3. Click the Analytics tab

  4. You'll see:

    • New Contacts: How many contacts were added over time

    • Unsubscribers: Anyone who opted out

    • Open Rate: How many people opened campaigns sent to this list (including thank you emails if SendX tracks them)

Thank You Email Tracking:

  • Unfortunately, SendX does not separately track opens/clicks for thank you emails in the current interface

  • You'll see the overall list engagement, but not the specific thank you email metrics

  • Workaround: Include UTM-tagged links in your thank-you email to track clicks in Google Analytics


πŸ§ͺ A/B Testing Thank You Emails

You can test different thank you email variations to see what works best:

Option 1: Create Multiple Lists

  1. Create two lists: "List A - eBook Leads" and "List B - eBook Leads."

  2. Set up different thank you emails for each

  3. Split your landing page traffic between two versions, each connected to a different list

  4. Track open rates and engagement

Option 2: Use Subject Line Testing (if available)

  • Some email platforms let you test subject lines

  • Check if SendX has a built-in A/B test feature for thank you emails

  • Test: "Thanks for downloading!" vs. "[Name], here's your eBook!"

What to test:

  • Subject lines (personalized vs. generic)

  • Email length (short vs. detailed)

  • Tone (formal vs. casual)

  • CTA placement (top vs. bottom)

  • Images (with vs. without)


Advanced Scenarios

Scenario 1: Multiple Landing Pages β†’ One List

Setup:

  • Landing Page 1: "Blog Signup Form" β†’ Adds to "Newsletter List"

  • Landing Page 2: "Homepage Signup Form" β†’ Adds to "Newsletter List"

  • Landing Page 3: "About Page Signup Form" β†’ Adds to "Newsletter List"

Result:

  • All three landing pages feed into the same list

  • Everyone receives the same thank-you email

  • You can't customize the message based on which landing page they used

When to use this:

  • All landing pages offer the same thing (e.g., newsletter subscription)

  • You want a simple, centralized list

  • Customization isn't important


Scenario 2: One Landing Page β†’ Multiple Lists (via Automation)

Setup:

  • Landing Page adds contacts to "Main List"

  • Create an automation: "When subscribed to Main List" β†’ "Add to Segment A" (if condition X is met)

  • Result: Contacts are sorted into different lists based on their form data (tags, custom fields, etc.)

When to use this:

  • You need advanced segmentation

  • You want to route contacts based on their interests or behavior

  • You're comfortable setting up automations


Scenario 3: Using Redirect URL for Gated Content

Setup:

  • Landing Page for "Download Free Template"

  • After form submission: Redirect to URL β†’ https://yourbrand.com/download-template

  • The download page contains the actual file link

Benefits:

  • Keeps your download link secure (not publicly visible)

  • Allows you to upsell or add more CTAs on the download page

  • Provides a better user experience with instructions or related content

Also send a thank-you email with the download link as a backup, so subscribers have it in their inbox even if they close the browser.


Common Questions and Troubleshooting

Q: I connected my landing page to a list, but contacts aren't being added. Why?

A: Troubleshooting steps:

  1. Verify the list selection:

    • Go to Forms β†’ Landing Page β†’ Edit your page β†’ Success tab

    • Confirm the correct list is selected in the dropdown

  2. Test the form yourself:

    • Visit the landing page URL

    • Fill out and submit the form with your own email

    • Check if you appear in the list

  3. Check for form errors:

    • View your landing page

    • Open browser developer tools (F12)

    • Look for any JavaScript errors when submitting the form

  4. Ensure required fields are filled:

    • If your form has required fields, visitors must fill them all out

    • Missing required fields can cause silent failures

  5. Contact SendX Support:

    • If the above doesn't work, reach out with:

      • Landing page URL

      • List name

      • Screenshot of the Success settings


Q: My thank you email isn't sending. What's wrong?

A: Check these common issues:

  1. Is the thank-you email enabled?

    • Go to Audience β†’ Lists β†’ Click your list β†’ Edit List

    • Confirm the checkbox "Send automated thank you e-mail once user has subscribed to this list" is checked

  2. Is the sender verified?

    • Go to Admin β†’ Sender Settings (or similar)

    • Ensure the "From Email" you selected is verified

    • Unverified senders can't send emails

  3. Check spam folders:

    • The email may be arriving but going to spam

    • Test with multiple email providers (Gmail, Outlook, Yahoo)

  4. Is this a Double Opt-In list?

    • If yes, and you've enabled thank you emails, you'll get BOTH emails (confirmation + thank you)

    • Consider switching to Single Opt-In for landing pages

  5. Test with your own email:

    • Add yourself to the list manually

    • See if the thank you email arrives

    • If it doesn't, the thank you email setup has an issue


Q: Can I send different thank you emails to different people on the same list?

A: Not directly from the list settingsβ€”everyone on a list gets the same thank you email.

Workaround options:

Option 1: Use separate lists

  • Create different lists for different segments

  • Connect different landing pages to different lists

  • Each list has its own thank you email

Option 2: Use automations with conditions

  • Skip the list-level thank you email

  • Create an automation: "When subscribed to List X" β†’ Check condition β†’ Send appropriate email

  • Example: "If custom field 'Interest' = 'eBooks'" β†’ Send eBook thank you email

Option 3: Dynamic content (advanced)

  • If SendX supports conditional content in emails, use it

  • Show/hide sections based on custom fields or tags

  • This requires advanced email editor features


Q: I changed my list name. Now my landing page isn't working. How do I fix this?

A:

  1. Go to Forms β†’ Landing Page

  2. Find all landing pages that used the old list name

  3. Edit each one

  4. Go to the Success tab

  5. In the "Add Contact to List" dropdown, select the newly renamed list

  6. Click Update Landing Page

  7. Test each landing page to ensure contacts are being added

Prevention tip: Avoid renaming lists that are actively connected to forms or landing pages. If you must rename, make a note of which forms need updating.


Q: Should I use a thank-you email or a welcome automation?

A: Depends on your needs:

Use a thank you email (list-level) if:

  • You need ONE simple, immediate email after signup

  • You want to deliver a resource or download link instantly

  • Your messaging is straightforward and doesn't need sequences

  • You prefer simplicity over automation complexity

Use a welcome automation if:

  • You want a multi-email welcome sequence (Day 1, Day 3, Day 7, etc.)

  • You need conditional logic (send different emails based on tags, interests, etc.)

  • You want to track engagement and send follow-ups based on opens/clicks

  • You're building a nurture series

Hybrid approach:

  • Use the thank you email to deliver immediate value (download link, access details)

  • Use an automation starting 24-48 hours later to begin your nurture sequence

  • This way, they get instant gratification + long-term engagement


Q: Can I include attachments in my thank-you email?

A: This depends on SendX's capabilities. Generally:

  • Most email platforms don't recommend attachments for marketing emails (they trigger spam filters)

  • Better approach: Host files on your website or cloud storage, and include download links in the email

  • Example: "Click here to download your eBook [Button]" β†’ Links to https://yourbrand.com/files/ebook.pdf

Benefits of links over attachments:

  • Better deliverability (fewer spam flags)

  • Trackable (you can see who clicked)

  • No file size limits

  • Files can be updated without resending emails


Q: My landing page has multiple form fields (name, email, phone). Are all captured?

A: Yes! As long as you've added those fields to your landing page form:

  1. All form data is captured when someone submits

  2. Data is mapped to the corresponding contact fields in SendX:

    • Email β†’ Email

    • First Name β†’ First Name

    • Last Name β†’ Last Name

    • Phone β†’ Phone (if you've set up this field)

    • Custom fields β†’ Matching custom fields in your account

  3. You can use this data in your thank you email with personalization tokens:

    • {{.FirstName}}

    • {{.LastName}}

    • {{.Email}}

    • {{.Phone}} (if available)

    • Any custom field tokens

Pro tip: Use personalization in your thank you email subject line to increase open rates: "{{.FirstName}}, here's your free guide!"


Q: What if someone submits the same landing page form multiple times?

A:

  • SendX recognizes duplicate email addresses

  • If the contact already exists in the list:

    • Their information is updated (if any fields changed)

    • They are not added again as a duplicate

    • They do NOT receive the thank you email again (thank you emails only send when a NEW contact is added to the list)

  • This prevents subscribers from being spammed with multiple thank-you emails

Exception: If someone submits a form, receives the thank you email, then manually unsubscribes, and THEN submits the form again:

  • They'll be re-added as a new subscriber

  • They'll receive the thank-you email again


Q: Can I customize the unsubscribe link in the thank-you email?

A: The unsubscribe link is automatically added by SendX to all emails (including thank you emails) for compliance.

  • You typically cannot remove it (required by law)

  • You may be able to customize the text (e.g., "Unsubscribe" vs. "Opt Out")

  • The unsubscribe page itself may be customizable (check SendX settings)

Best practice: Don't try to hide or remove the unsubscribe link. It's legally required and actually builds trust with subscribers.


Q: I have 5 landing pages. Do I need to set up thank-you emails 5 times?

A: Only if you want different thank you emails for each.

If all landing pages offer similar content:

  1. Connect all landing pages to one list

  2. Set up the thank you email once on that list

  3. Everyone gets the same message

If you want customized thank you emails:

  1. Create separate lists (one per landing page or content type)

  2. Connect each landing page to its respective list

  3. Set up a unique thank-you email for each list

Example:

  • Landing Page 1 (eBook) β†’ "eBook List" β†’ Thank you email with eBook download

  • Landing Page 2 (Webinar) β†’ "Webinar List" β†’ Thank you email with webinar access

  • Landing Page 3-5 (Newsletter) β†’ "Newsletter List" β†’ Generic welcome thank you email


Quick Reference Checklist

Setting Up Landing Page β†’ List Connection:

  • [ ] Go to Forms β†’ Landing Page

  • [ ] Create new or edit existing landing page

  • [ ] Navigate to the Success tab

  • [ ] Choose "Add to an Existing List" or create a new list

  • [ ] Select the list from the dropdown

  • [ ] Configure "After user has submitted form" (Do nothing or Redirect to URL)

  • [ ] Click Update Landing Page

  • [ ] Test by submitting the form yourself

  • [ ] Verify contact appears in the list

Setting Up Automated Thank You Email:

  • [ ] Go to Audience β†’ Lists

  • [ ] Click on the list name

  • [ ] Click Edit List (yellow button)

  • [ ] Scroll to Thank You Email Setting

  • [ ] Check the box: "Send automated thank you e-mail once user has subscribed to this list"

  • [ ] Select Who is this from (verified sender)

  • [ ] Write the Subject line (use personalization if desired)

  • [ ] Click Edit to customize the email body

  • [ ] Add your logo, message, links, and CTAs

  • [ ] Use personalization tokens ({{.FirstName}}, etc.)

  • [ ] Send a test email to yourself

  • [ ] Check inbox and spam folder

  • [ ] Verify links work and content displays correctly

  • [ ] Click Save List

  • [ ] Test the full flow by submitting your landing page form

  • [ ] Confirm thank you email arrives within seconds

Best Practices:

  • [ ] Use Single Opt-In lists for landing pages (not Double Opt-In)

  • [ ] Do NOT enable thank you email on Double Opt-In lists

  • [ ] Use separate lists if you need different thank you messages

  • [ ] Include both the success message (on-screen) and the thank you email (inbox)

  • [ ] Deliver immediate value in the thank you email (download, access, resources)

  • [ ] Keep thank you emails short and focused

  • [ ] Update forms if you rename lists

  • [ ] Test everything before launching


Need Help?

If you're having trouble connecting landing pages to lists or setting up thank you emails, contact SendX Support for assistance with:

  • Landing page form configuration

  • Thank you email deliverability issues

  • List management and organization

  • Deciding between Single vs. Double Opt-In for your use case

  • Advanced automation setups for welcome sequences


Pro Tip: When setting up thank-you emails, think about the subscriber's mindset immediately after signing up. They're excited and engagedβ€”use this opportunity to deliver value instantly, set clear expectations, and make a great first impression. A well-crafted thank-you email can be the difference between an engaged subscriber and someone who immediately forgets they signed up!

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