Step-by-Step: How to Set Up an Automated Email Sequence for a Specific Shopify Signup Form
I recently created an automated email sequence on my Shopify website for a specific sign-up form: I wanted to collect emails in exchange for a freebie and send my new subscribers a series of emails over a few days.
A pretty simple goal if you ask me, however, it took me hours because I couldn't find the information I needed explained in a clear, straightforward way.
Now that I've done it, I realise this took way longer than necessary and that it's actually pretty simple... once you know the steps!
This is the post I wish I’d found on the internet!
Disclaimer: I published this post in July 2025, and future changes on Shopify might affect the steps below.
0. The apps you'll need
Before we start, you will need to make sure that you have the Flow and Forms apps installed.
If you don't have these already, installing them is your first step.
Once you've checked that the Flow and Forms apps are installed, move to step 1.
1. Create a new sign-up form in the Forms app
1.1. Click 'Create form'
1.2. Select the form type and name your form. For this purpose, I selected 'Inline'. Click 'Create'.
1.3. Edit your form (Title, content, fields, etc.) and success message (that's what your subscribers will see once they have submitted their form).
1.4. I chose to add a Tag so I can track which subscribers came from submitting this form to get the freebie I'm offering.
1.5. In the 'Placement' section, choose whether you want to add your form to a new landing page or to an existing page.
Note: if you're adding your form to an existing page like I did, make sure to copy the form ID.
You will need to save your form to make it Active before you can link it to a landing page (regardless of whether it's a new or an existing one).
2. Create or Update your landing page
In Step 1.5, if you selected 'New landing page - Create landing page', name your landing page, click 'Edit Page' and move straight to 2.3 below.
In my case, I selected 'Existing page - Go to theme editor' because I had already created the landing page prior to creating the sign-up form. If that's what you did too, follow the steps below:
2.1. In Sales Channels (bar on the left-hand side), click 'Online Store' and then on the 'Customize' button in front of your theme (middle of the page)
2.2. Find your page - I find it easiest to click the drop-down menu at the top of my website and use the search functionality.
2.3. Click on the Forms section on the page and edit the colours, styles and layout as desired. If the Form ID doesn't appear at the top of the right-hand side bar, that's where you would paste it (remember Step 1.5?).
2.4. Remember to save your changes.
3. Create your automation in the Flow app
3.1. Go to the Flow app and click 'Create workflow'.
3.2. Choose between 'Select a trigger' (if you want to create your own automation - or workflow, as it's called in the app - from scratch) or 'Browse template' (if you prefer to use an existing template).
If you choose 'Browse template', bear in mind that you might need to edit the first step in the automation.
Personally, I knew I wanted a sequence of three emails delivered over 3 days, so I selected 'Select a trigger' and created my automation from scratch.
3.3. Make sure your first step starts with 'Metaobject entry created', and in the drop-down menu (on the right-hand side), choose the form that you created previously.
This is what my workflow looks like (see image below). I chose to end it with a step that adds a new tag to the new subscriber's account, moving them to my main email list as a result.
4. Check and Test
Check your landing page and sign-up form one more time to make sure they look the way you want.
It's also a good idea to test your sign-up form and automated sequence to ensure everything works the way it's supposed to.
Once you're satisfied, you can start promoting your freebie/lead magnet on your social media channels or wherever you plan to encourage people to sign up to your email list.
And that's it!
I hope you’ve found this post helpful!