FAQs in this section
How do I create an autoresponder Email Campaign?
Autoresponder email campaigns are sent automatically when triggered and scheduled. You must set up the trigger conditions and the date and time at which the autoresponder must be sent.
Follow these steps to create an autoresponder email campaign:
- Log in to the CRM.
- Click the main Menu.
- Go to Marketing> Email Campaigns.
- Click +New Email Campaign. The Add Email Campaign window opens.
- Enter the Campaign Name.
- Select Autoresponder.
- Click Next.
- Enter or select the following information:
- Recipients
- Select a marketing list from the drop-down or click Create New Marketing List to create a new one.
- Enable Email will be sent to all subscribers to send the email campaign to all subscribers on the marketing list.
- Enable Choose a segment to send the email campaign to a filtered list of subscribers on the marketing list.
- Click Create a segment to filter the list of subscribers by applying specific conditions.
- Click Save.
- Sender Information
- Enter From Name, From Email, and Reply-To email address. Note: You must verify the From Email before sending an email campaign.
- Assign the email campaign to a user under the Assigned To field.
- Enable Real-Time Alerts to receive alerts when the recipients open the email.
- Enable Google Analytics Tracking to allow Google Analytics to track the clicks on links in the email body.
- Click Save.
- Trigger
- Select event to trigger autoresponder: Choose what must trigger the autoresponder. For example, when a recipient clicks a link in the previous campaign, opens the previous campaign, etc.
- When to send: Choose how many days, hours, weeks, minutes, etc., after the previous campaign, the autoresponder must be triggered.
- Select all the days: Select the day(s) on which the campaign has to be sent.
- Click Save.
- Content
- Click Select Template or Design from scratch to choose an email template for your emails.
- Recipients
- Click Start Autoresponder.
- Click Ok to confirm.
Once an autoresponder has started, you will see the Started sign next to the email campaign name. An autoresponder is sent only on the date and time you select in the Trigger.