How to turn notes into actions?

How to in Zapier

1. Create Google Form: Open Google Drive, click New, select Google Forms, and design your form with fields such as First Name and Email, plus a field for the buyer guide or newsletter interest.
2. Link Form to Response Spreadsheet: In Google Form, navigate to Responses > Create Spreadsheet, then name the sheet so responses populate there automatically.
3. Customize Branding: In Google Forms, open Customization, add a header image and set colors to match your brand.
4. Prepare Confirmation Message: In Form settings under Presentation, customize the confirmation text so responders know a guide will follow.
5. Create Zapier Account: Sign up for Zapier Free plan and connect your Google account and Gmail account when prompted.
6. Create New Zap: In Zapier, choose Create Zap and give it a descriptive name like 'Forms To Gmail - Buyer Guide'.
7. Set Trigger: Google Forms New Form Response: Choose Google Forms, select the Trigger Event 'New Form Response', sign in, and pick the specific form you created.
8. Set Action: Gmail Send Email: Choose Gmail, select the Action 'Send Email', and connect your Gmail account if prompted.
9. Map Data Fields: From the Google Form, map fields to Gmail: To (recipient), From (your email), and Subject.
10. Compose Email Body: Draft the message body using dynamic data for the recipient's name and include links to your buyer guide or newsletter.
11. Add Personalization & CTAs: Insert the recipient's name in the greeting and add a call-to-action such as 'Book a call' or 'Download your guide'.
12. Shorten and Insert Links for Buyer Guide/Newsletter: If sharing links, use a URL shortener (e.g., bit.ly) to keep the email clean and trackable.
13. Test Trigger & Turn On Zap: Submit a test response in Google Forms, verify the Gmail delivery, then toggle the Zap ON for real submissions.
14. Validate Deliverability: Check inbox delivery, adjust sender name/signature as needed, and monitor for any bounces or spam placements.