FAQs in this section
What is an Email Campaign?
What are the types of Email Campaigns in Vtiger CRM?
How do I schedule an Email Campaign?
How do I edit an autoresponder email campaign that has started?
How do I start an autoresponder Email Campaign?
How do I set up Email Settings to send an Email Campaign?
What are the different types of opt-ins?
When does a contact's Email Opt-in field take the value Opted Out (contact)?
Why are emails not getting delivered to my Contacts?
My autoresponder email campaign has a slight delay. Why?
How do I stop an Autoresponder Email Campaign?
What are the different statuses that an Email Campaign can take?
What are Email Campaign credits?
How do I change my Email Campaigns plan?
Why has my Email Campaigns subscription become inactive?
What happens if I do not renew my Email Campaign credits?
What should I do when my Email Campaigns subscription becomes inactive?
Why does my scheduled email campaign get delayed by a few minutes?
How do I reschedule an Email Campaign?
What happens when I cancel an Email Campaign?
How do I duplicate an Email Campaign?
How do I generate reports on Email Campaigns?
How do I view the metrics of my email campaigns?
How do I track the recipients' activities on Email Campaigns?
How do I see the Email Campaigns that I have sent to a contact?
Why do contacts mark my Email Campaigns as spam?
When does Vtiger suspend an Email Campaign subscription?
How do I deactivate the suspension from my Email Campaign account?
Images do not load correctly on Outlook. Why?
How does an Autoresponder Campaign send emails on the day it is created?
How do I stop my Email Campaigns from landing Gmail's Promotions?
What are drip Email Campaigns?
How do I set up a Reply To address for my Email Campaign?
Is an email address removed from the marketing list if a bounce occurs on it?
What is the benefit of duplicating an Email Campaign?
I am not able to use my Yahoo email address in the From email field.
What measures do I take if spam complaints, unsubscribes, or bounces occur on my Email Campaigns?
What is the maximum number of spam complaints, unsubscribes, and bounces I can get on my Email Campaigns?
Is there a free plan for Email Campaign credits?
How many email credits do I get during a free trial?
What is the difference between available and allowed credits?
What are the allowed credits for different values of Nice Score?
What does bounce mean? How does it affect the marketing list?
How do I know if a marketing list contains contacts or organizations?
How do I select a marketing list in an Email Campaign?
Is there a way to check my Email Campaign's spam score?
What are some ways to prevent my Email Campaigns from landing in spam?
What is the Vtiger-Mailchimp integration?
How do I install the Mailchimp extension?
How do I add the API key for Mailchimp-Vtiger CRM?
How do I sync data between Vtiger and Mailchimp?
How do I delink Mailchimp from Vtiger?
How do I integrate Mailchimp with Vtiger CRM?
How do I initiate Email Marketing with Vtiger?
What do Email Campaign Reports display?
What can I do with Email Campaign Reports?
What is Buy One-Time Credit for Email Campaigns?
Where do I find Buy One-Time Credits in Vtiger CRM?
What should I do if I require extra credits?
What are Pay-as-you-go credits?
Is there an expiry date for Buy One-Time Credits?
What happens to unused Pay-to go credits?
Will first-time users be able to use Buy One Time credits?
What are the benefits of Buy One-TIme Credit in Email Campaigns?
How do I add Buy One-Time Credit in Email Campaigns?
What is the payment procedure for Buy One-Time Credit for Email Campaigns?
Can I perform CRUD operations on email campaigns?
What are the benefits of Mailchimp integration?
Is there a way to download all Contacts who opened our newsletters?
How do I test an Email Campaign before sending it out?
How do I create a regular email campaign?
Why have my allowed credits become zero?
Where can I find the bounce reason for both hard and soft bounces in my email campaign reports?
How do I create an autoresponder Email Campaign?
Table of Contents
Autoresponder email campaigns are sent automatically when triggered. You must set up trigger conditions and the schedule (date and time) at which the autoresponder must be sent.
Follow these steps to create an autoresponder Email Campaign:
- Click the Main Menu.
- Go to Marketing.
- Click Email Campaigns.
- Click +New Email Campaign.
- Enter the Campaign Name and select Autoresponder.
- Click Next.
- Enter the following details:
Recipients: Enter the recipient information in this block.
- Click Edit.
- Selecting a marketing list:
- Select a marketing list from the drop-down or click Create New Marketing List to create a new one.
- Choose recipients:
- Enable Email will be sent to all subscribers to send the email campaign to all the 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 conditions.
- Click Save.
Sender Information: Enter the sender information in this block.
- Click Edit.
- Enter From Name, From Email, and Reply To email address.
Note: The From Email drop-down shows all the verified email addresses in your Vtiger account. You must verify the From Email before sending an email campaign.
- Assign the email campaign to a user by using Assigned To.
- Enable Real Time Alerts to receive alerts when the recipients open the email.
Note: To enable these alerts, go to Settings > My Preferences > Notification Preferences > Email campaign alert preferences.
- Click Verify CNAME. This step is not available/required if you have added a CNAME record to your DNS.
- Click Save.
Trigger: Specify what must trigger the autoresponder and when it must be sent in this block.
- Select when the autoresponder must be triggered. For example, when a recipient clicks a link in the previous campaign, opens the previous campaign, etc.
- Select the previous campaign.
- Select when to send the autoresponder – days, hours, weeks, etc. after sending the previous campaign.
- Select the day on which the autoresponder must be sent.
Note: You must select all the days.
Content
- Selecting an existing template
- Click Select Template.
- Look for your desired template by using the search bar.
- Select a template.
- Edit the template if required.
- Click Done.
- Designing a new template:
- Click Design from scratch.
- Click one of these tabs – Themes, Blueprints, My Templates, or By coding. You can create a template by picking one of these options.
- Click Done after designing the template.
- Click Start Autoresponder.
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