Lead Form Follow-Up Email

In this article, we’ll show you how the automatic Follow-Up email works when someone fills out your Spreadly Lead Form. By default, this feature is switched on, so your leads get a quick email with all the info they need – super handy for keeping the conversation going!

How does the Follow-Up email work?

Whenever someone submits a lead through your form (and provides their email address), Spreadly automatically sends out a follow-up email both to the person who submitted the lead and to you (the user who collected the lead).

Here’s how you can see and control this feature:

1. Where to find the Follow-Up settings

When you’re editing your Lead Form, just head over to the Follow Up tab. Here you’ll see options to enable or disable the automatic follow-up email, and (if you want) switch to a custom email.

Screenshot: Follow-Up Settings in Lead Form

In this screenshot, the toggle for Send automatic follow-up email is already switched ON. That means the feature is active!

2. What does the default Follow-Up email look like?

Here’s an example of what your lead will receive right after submitting the form:

Screenshot: Example Follow-Up Email

What’s included in the email?

• A short intro with the lead’s name.
• A direct link to the digital business card.
• Info on who they met and when.
• The business card as a vCard file
• Clear instructions so your lead can reply directly to get in touch.

Updated on: 18/11/2025