FAQs in this section
What measures do I take if spam complaints, unsubscribes, or bounces occur on my Email Campaigns?
What should I do when my Email Campaigns subscription becomes inactive?
When does a contact's Email Opt-in field take the value Opted Out (contact)?
When does Vtiger suspend an Email Campaign subscription?
Why are my allowed credits zero?
Why do contacts mark my Email Campaigns as spam?
Why has my Email Campaigns subscription become inactive?
Why does my scheduled email campaign get delayed by a few minutes?
How do I initiate Email Marketing with Vtiger?
How do I edit an autoresponder email campaign that has started?
How do I generate reports on Email Campaigns?
How do I reschedule an Email Campaign?
How do I set up a Reply To address for my Email Campaign?
How do I test an Email Campaign before sending it out?
How do I stop an Autoresponder Email Campaign?
How do I track the recipients' activities on Email Campaigns?
How does an Autoresponder Campaign send emails on the day it is created?
Why are emails not getting delivered to my Contacts?
How do I deactivate the suspension from my Email Campaign account?
How do I see the Email Campaigns that I have sent to a contact?
How do I create a regular email campaign?
How do I change my Email Campaigns plan?
How do I duplicate an Email Campaign?
How do I know if a marketing list contains contacts or organizations?
How do I schedule an Email Campaign?
How do I select a marketing list in an Email Campaign?
How do I start an autoresponder Email Campaign?
How do I set up Email Settings to send an Email Campaign?
How do I view the metrics of my email campaigns?
I am not able to use my Yahoo email address in the From email field.
How many email credits do I get during a free trial?
Images do not load correctly on Outlook. Why?
How do I stop my Email Campaigns from landing Gmail's Promotions?
Is an email address removed from the marketing list if a bounce occurs on it?
Is there a free plan for Email Campaign credits?
Is there a way to check my Email Campaign's spam score?
My autoresponder email campaign has a slight delay. Why?
What are drip Email Campaigns?
What are Email Campaign credits?
What are some ways to prevent my Email Campaigns from landing in spam?
What are the allowed credits for different values of Nice Score?
What are the different statuses that an Email Campaign can take?
What are the different types of opt-ins?
What are the types of Email Campaigns in Vtiger CRM?
What does bounce mean? How does it affect the marketing list?
What happens if I do not renew my Email Campaign credits?
What is an Email Campaign?
What happens when I cancel an Email Campaign?
What is the benefit of duplicating an Email Campaign?
What is the difference between available and allowed credits?
What is the maximum number of spam complaints, unsubscribes, and bounces I can get on my Email Campaigns?
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?
What can I do with Email Campaign Reports?
What do Email Campaign Reports display?
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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