FAQs in this section
What is an email campaign?
What are the different types of opt-ins?
What should I do when my email campaigns subscription becomes inactive?
What happens when I cancel an email campaign?
How can I remove the supension from my email campaign account?
Images do not load correctly on Outlook. Why?
Does an autoresponder campaign send emails on the day it is created?
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 can 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 campaings?
How many email credits do I get during a free trial?
Why are my allowed credits zero?
What does bounce mean? How does it affect the marketing list?
Can I test an email campaign before sending it out?
Can I reschedule an email campaign?
How can I see the email campaigns that I have sent to a contact?
How can I change my email campaigns plan?
When does Vtiger suspend an email campaign subscription?
What are the types of email campaigns in Vtiger CRM?
How do I stop my email campaigns from landing Gmail's Promotions?
How do I view the metrics of my email campaigns?
Can I track the recipients' activities on email campaigns?
How do I duplicate an email campaign?
Can I get reports on email campaigns?
What happens if I do not renew my email campaign credits?
Why does my scheduled email campaign get delayed by a few minutes?
Why do contacts mark my email campaigns as spam?
How do I create a regular email campaign?
How do I schedule an email campaign?
Why has my email campaigns subscription has become inactive?
Emails are not getting delivered to my contacts. Why?
My autoresponder email campaign has a slight delay. Why?
Can I stop an autoresponder email campaign?
What are the different statuses that an email campaign can take?
What are email campaign credits?
Is there a free plan for email campaign credits?
What is the difference between available and allowed credits?
How do I setup Email Settings to send an email campaign?
Can I set up a Reply To address for my email campaign?
Can I edit an autoresponder email campaign that has started?
How do I start an autoresponder email campaign?
What are drip email campaigns?
How do I select a marketing list in an email campaign?
How do I know if a marketing list contains contacts or organizations?
When does a contact's Email Opt-in field take the value Opted Out (contact)?

How do I create an autoresponder email campaign?

Autoresponder email campaigns are sent automatically when triggered. You must set up trigger conditions as well as the schedule (date and time) at which the autoresponder must be sent.

Follow these steps to create an autoresponder email campaign:

  1. Click the Menu icon.
  2. Go to Marketing.
  3. Click Email Campaigns.
  4. Click +New Email Campaign.
  5. Enter the Campaign Name and select Autoresponder
  6. Click Next.
  7. Enter the following details:

Recipients: Enter the recipient information in this block.

  1. Click Edit.
  2. Selecting a marketing list:
    • Select a marketing list from the drop-down or click Create New Marketing List to create a new one.
  3. 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.
  4. Click Save.

Sender Information: Enter the sender information in this block.

  1. Click Edit.
  2. 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.

  1. Assign the email campaign to a user by using Assigned To.
  2. 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.
  1. Click Verify CNAME. This step is not available/required if you have added a CNAME record to your DNS.
  2. Click Save.

Trigger: Specify what must trigger the autoresponder and when it must be sent in this block.

  1. Select when the autoresponder must be triggered. For example, when a recipient clicks a link in the previous campaign, opens the previous campaign, etc. 
  2. Select the previous campaign.
  3. Select when to send the autoresponder – days, hours, weeks, etc. after sending the previous campaign. 
  4. Select the day on which the autoresponder must be sent. 
Note: You must select all the days. 

Content

  1. Selecting an existing template
  1. Click Select Template.
  2. Look for your desired template by using the search bar.
  3. Select a template.
  4. Edit the template if required.
  5. Click Done.
  1. Designing a new template:
  1. Click Design from scratch.
  2. Click one of these tabs – Themes, Blueprints, My Templates, or By coding. You can create a template by picking one of these options.
  3. Click Done after designing the template.
  1. Click Start Autoresponder
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