Automated email campaigns

An automated or "Auto-responder" email campaign is an advanced email feature that is different from a normal email campaign or email blast.  As the name implies, these types of emails are sent out automatically by our system, based on some criteria that you define.  For example, one common use would be to set up a condition that whenever you receive a new client or customer in your database, they receive a "Welcome" email.

Creating an Automated Email

Begin by selecting the add(+) button from the email right panel.



1st Stage - Choose a template for your campaign



2nd Stage - Edit your template by adding/removing or relocating blocks, and updating text and images. Once your template is complete, click Next.





3rd Stage - Choose the Delivery Setup that triggers the delivery of your automated campaign. Such as, Joins Group, Date/Event, or Email Activity.



Joins Group - Upon selecting Joins Groups, you will find 2 dialog boxes: Subject and Schedule Delivery. You set the time duration for when you want your email delivered after the person enters the selected group. Next choose the group to which to apply the automated email. Only entries into this group will trigger the email send. Lastly click on the Save button to confirm your delivery criteria.


In this example, an automated email will be sent, within an hour, to each new person who is added to the  All Contacts group. 


Date / Event - Upon selecting Date/Event, you will find 3 dialog boxes: Subject, Date Trigger, and Schedule Delivery. You choose between the trigger of Birthday or Anniversary. You set the time duration for when you want your email delivered after the trigger date is met. Next choose the group to which to apply the automated email. Only contacts in this group will trigger the email send. By default, Repeat Send Annually will occur unless the checkmark is removed. Lastly click on the Save button to confirm your delivery criteria.



In this example, an automated email will be sent 2 days after the birthdate of each person who is in the "Attended conference" group. 


Email Activity - Prior to creating the Email Activity automated email, you will have had to have sent a previous campaign containing a link. The Email Activity automated email will be triggered by the recipient clicking on the specific link within that prior email.  

Upon selecting Email Activity, you will find 4 dialog boxes: Subject, Campaign, Link, and Schedule Delivery.
 You choose the previously sent campaign. You choose the link in the prior email that initiates the automated email. You set the time duration for when you want your email delivered after the trigger date is met. Next choose the group to which to apply the automated email. Only contacts in this group will trigger the email send. Lastly click on the Save button to confirm your delivery criteria.



In this example, an automated email with a subject line of "Sarasota Sunsets" will be sent in 8 hours to members of "Bought a ticket" group that clicked on the link inside the previously sent email titled "Florida Vacations".  


Starting the Autoresponder

After clicking on the Save button, a dropdown window will appear asking you to name the destination folder for this automated email and name the actual email. Clicking on Start Autoresponder will allow delivery to begin.




Subsequent automated emails will be directed into the initial folder you created. If you wish, you may create additional folders for future automated emails.




Stopping the Autoresponder

To stop the automated email process, simply Delete it. There is no pause or stop.



 

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