Customize Your Lead Form Follow-Up Email

n this article, we'll walk you through customizing the automatic follow-up email for your Lead Form using Spreadly. We'll cover how to use the Liquid template language to create dynamic, personalized emails, show you how logic works for digital business cards, and explain how to use language translation placeholders. Plus, you'll see how your edits look in real time with the handy email preview!

1. Enable Custom Follow-Up Emails

First, make sure you've enabled automatic follow-up emails and the option to use a custom template. You'll find these toggles in your Lead Form settings under the Follow Up tab.

2. Start Editing Your Email Template

Once custom follow-up is enabled, you’ll see the email editor. On the left, you can edit your email using Liquid placeholders, and on the right, you'll see a live preview.

• Placeholders: Insert variables like {{ user.first_name }} or {{ lead.given_name }} to personalize each email.
• Logic & Conditions: Use {% if event %} for leads connected to an event info or {% if card %} to only show the digital business card if the lead came from one.

Here’s how the editor might look:

Example Template

Hi {{ lead.given_name }},

it was a pleasure to get to know you. Feel free to reply on this email so we can follow up on our conversation.

{% if event %}
Event: {{ event.name }}
{% endif %}

{% if card %}
Attached you can find my digital business card.
{% preview_card card %}
{% endif %}

Best regards,
{{ user.first_name }}

3. See Your Email Preview in Real Time

As you edit, the preview updates instantly. This shows you exactly how your recipient will see the email, including conditional content and the digital business card if applicable.

4. Liquid Template Language: Dynamic & Multilingual

With Liquid, you can do a lot more than just personalize! You can checkout the Liquid documentation to explore all possibilities. Next to the default Liquid features, we've also added some more useful functions.

Translate automatically

This will translate your text into the lead’s locale. If no manual translation exists, it uses automatic translation.

  {{ "This is a text" | translate_from: "en" }}

Translate only with manual translations

Only uses translations you’ve provided - if there's none, it won't translate.

  {{ "This is a text" | translate_manual_from: "en" }}

Show card preview only when available

This displays the digital business card if the lead was collected from a card (see the example preview above).

  {% preview_card card_object %}

Here’s a peek at the data available for your template:

5. Final Output Example

Here’s how your customized email could look to your lead, including the business card preview!

Updated on: 18/11/2025