The autoresponder wizard allows you to set mailing when contact fulfills particular conditions, e.g. you can plan to send a message to a contact when they visit a subpage including a detailed offer. One of many applications of autoresponder is sending an email with an offer to the contact who visits a particular subpage.

Benefits:

• the possibility of sending automatically an email after events concerned with a contact activity

To create an autoresponder go to

AUTOMATION PROCESSES => WIZARD => AUTORESPONDER

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Contents

1. Start
2. Email configuration
3. Settings
4. Mailing
5. Analytics

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1. Start

[1] Autoresponder name – provide the name that allows identification of autoresponder in the system.

[2] Share this autoresponder – tick the checkbox if you want other users to be able to access the autoresponder.

[3] Running autoresponder – specification of the event must be fulfilled by contact to run autoresponder correctly. You can choose one of the six types of events:

• Contact has been added to the system – autoresponder is run when the new contact is added to the system.
• Contact opened e-mail – select e-mail message a contact needs open to receive new message from autoresponder.
• Contact clicked on a link in the email – in this case, you must specify the URL address a contact needs to click within a given e-mail to receive new message from autoresponder.
• Contact was tagged with – specify a tag , assigned to a contact, to run autoresponder.

NOTE: Assigning tags that will NOT trigger the rule:

• import contacts from the file – find out more about an import
• adding a tag as an action in contact management
• adding a tag via transaction analytics
• adding a tag from a contact’s detail as an action in contacts management

• Contact visited URL – provide exact URL after visiting which, a contact receives a new message from the autoresponder.
• Contact has been added to the stage in funnel – in this case, you must specify the sales funnel and its stage a contact needs to be at to run autoresponder.

Settings – when selecting an event to be the mailing activator, fill in gaps in the SETTINGS section.

Next – click here to proceed to the next screen.

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2. Email configuration

At this stage, select an existing or a new message template.

[1] Message name – enter the name allowing identification of message in the system.

[2] Select email – can choose one of the pre-installed templates.

[3] Add new email – three options are available:

• Add new HTML email – choose this option to add an existing template or build it from scratch in HTML code, appears. Learn more about HTML here
• Add new ZIP email – add new, already prepared and saved in ZIP format, template.

[4&5] PREVIEW AND EDIT – when clicking PREVIEW button, you can view the prepared message and edit it by clicking EDIT button.

[5] Next – in order to advance to the next stage click Next.

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3. Settings 

At this stage, in order to be sent a message has to be configured :

[1] Subject – the subject displayed in receivers’ inbox after sending a message.

[2] UTM Campaign (for Google Analytics monitoring) – if you use UTM parameters
in direct links, you can specify the name for CAMPAIGN parameter at URL addresses of added messages.

[3] Select email account – choose the e-mail account a message be sent from.

[4] Add new email account – create a new e-mail marketing account.

Next – to advance to the next stage click Next button.

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4. Mailing

In this section you can preview created message.

 

[1] Activate autoresponder (ON) – click the button to run autoresponder.

[2] Shipping time of messages – choose whether a message will be sent immediately or in a specified time.

[3] Send test – when clicking this button the screen(where you can enter up to 20 e-mail addresses a message will be sent to) appears. It is recommended to carry out tests in order to verify each message and to check if any errors occurred during test execution.

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5. Analytics

You can access Analytics from the Autoresponder Wizard. You can view performance statistics for processes associated with this wizard Learn how to use the Rule Analytics dashboard