How to Create an Autoresponder in EMM

Autoresponder

Autoresponders are automated emails that are sent based on specific contact actions or on specific time-based schedules. They can be scheduled to send indefinitely or within a given time frame.  Autoresponder reports provide detailed, real-time statistics on how the autoresponder is performing. Click Autoresponders on the left navigation menu to be taken to the Autoresponders page.

Birthday Email

 

1. Click the orange + New Autoresponder button found on the top of the page
2. Click the blue Start now! button to start a recurring email
3. Select the radio button for Recurring notice
4. To the far right in the Select intial criteria area, select the field for the birthdate then click Next
5. Enter a name for the autoresponder
6. Select to use a default email design, copy one, or a create a new design then click Start an email
7. You will be taken to the Full Email Editor where you can edit the email design. Follow the same steps you would follow when creating an email then click Save Draft
8. Under the section When will this email be sent?, choose to send the email on the exact date or send it near the date
9. Click Save & Close

Welcome Email

 

1. Click the orange + New Autoresponder button found on the top of the page
2. Click the green Start now! button to start a triggered email
3. Select the radio button for Welcome email
4. To the far right in the Select initial critera area, choose one of the following radio buttons: Contact added via sign up form, Contact added manually, Contact added from a file or online service, or Contact added via any means
5. Click Next then enter a name for the autoresponder
6. Select a radio button to use a default email design, copy one, or a create a new design, then click Start an email
7. You will be taken to the Full Email Editor where you can edit the email design. Follow the same steps when creating an email then click Save Draft
8. Under Which contacts will receive this email?, you may change the criteria that was selected in step 4
9. Click Save & Close