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Documentation Index

Fetch the complete documentation index at: https://docs.withsurface.com/llms.txt

Use this file to discover all available pages before exploring further.

In this step, you’ll create two event-triggered campaigns in Customer.io—one for partial form submissions and one for completed submissions. Each campaign will send a series of follow-up emails with customizable delays between them.

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Create the Partial Submission Campaign

Event trigger configuration
  1. In Customer.io, go to Campaigns and click Create Campaign
  2. Click Event as the trigger type
  3. Configure the trigger:
    • Event name: partialFormFilled (must match the event from your partial webhook campaign in Step 1)
    • Workspace: Select the workspace where your leads are stored
    • Add any filters if needed (e.g., segment, attribute)

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Build the Email Sequence

Add your follow-up emails and delays to the campaign workflow:
1

First email

Add an Email block as the first step. This sends immediately when the person enters the campaign.
2

Delay

Add a Delay block. Set the delay (e.g., 2 days, 3 days) before the next touchpoint.
3

Calendly check (Step 4)

Add a Send and receive data (webhook) block that checks Calendly. If the meeting is booked, the person exits. Otherwise, continue. See Step 4: Calendly Meeting Check.
4

Second email

Add another Email block. This sends only if the person didn’t book a meeting.
5

Repeat

Add another Delay → Webhook (Calendly check) → Email. Repeat for as many follow-ups as you want.
Email sequence workflow

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Create the Completed Submission Campaign

Repeat the same process for completed submissions:
  1. Create a new campaign with Event trigger
  2. Set Event name: formCompleted (must match the event from your completed webhook campaign in Step 1)
  3. Build the same structure: Email → Delay → Calendly check → Email → …
  4. Use different copy and timing if you want (e.g., shorter delays for completed submissions, since they’re more engaged)
Completed leads are typically warmer, so you might use a shorter, more sales-focused sequence. Partial leads may need more nurturing and clear calls-to-action to book a meeting.

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Save and Activate

  1. Review each campaign
  2. Click Start Campaign for both
  3. They will trigger when the corresponding events fire from your webhook campaign

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Next Step

Add the Calendly meeting check (webhook node) before each follow-up email (after the first). This ensures the campaign exits when a lead books a meeting. See Step 4: Calendly Meeting Check.