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• A schedule. This is what determines the autoresponder's activity period, i.e. when it will start

and when/if it will stop.

You must create an autoresponder email and define the autoresponder criteria before you can set a

schedule.

Learn more about:

• Types

of autoresponders

• Autoresponder templates

• Creating an autoresponder

Types of Autoresponders

You can create two types of autoresponders:

Recurring

Recurring autoresponders send emails at a specific day and time on a recurring basis. These

autoresponders are suitable for birthday emails, renewal notices, and other recurring messages. Note

that these autoresponders rely primarily on the date (calendar) fields

you track within Campaigner for

each contact (for example, to create a recurring autoresponder that sends an email to your contacts on

their birthday each year, you need to have or create a custom field containing each contact’s birth date).

Triggered

Triggered autoresponders send emails to contacts when they take specific actions that relate to your list

or to your emails. For example, you can create a triggered autoresponder that will send an email to any

contact that clicks a particular link in one of your recently-sent email campaigns. Triggered

autoresponders are suitable for welcome emails, special promotions based on action, and other

reactionary messages.

Autoresponder States

An autoresponder has one of the following states:

Incomplete

The autoresponder is missing something that it needs in order to be activated. For example, a newly-

created autoresponder will stay in this status until you create an email design for it.

Schedule not set

The autoresponder is ready to be activated.

Scheduled

The autoresponder is active and will begin sending emails at the specified date and time. While the

autoresponder is in this status, you can stop it and change its schedule freely.

Sending

The autoresponder is currently active and sending emails (based on the criteria you specified). While the

autoresponder is in this status, any changes you make to it will pause the schedule.

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Schedule paused

The autoresponder is active, but it is not currently sending emails. An autoresponder enters this status if

you choose to make changes to it while it is in ‘Sending’ status. Once your edits are complete, you will

need to either resume the existing schedule or reschedule the autoresponder in order to continue.

Schedule complete

The autoresponder has successfully reached the specified end criteria (e.g. specific date and time or

number of iterations) and has stopped sending emails. A report is available for the autoresponder. To

reactivate an autoresponder in this status, simply give it a new schedule.

View Autoresponders

The Autoresponders tab lists your autoresponders in two sub-tabs (one for each type of autoresponder

you can create):

The list under each sub-tab shows the following information for each autoresponder:

• Name shows the name you assigned when creating the autoresponder. This name doesn’t

appear to recipients.

• Email Subject (Recurring sub-tab only) displays the subject line of the email that the

autoresponder will send.

• Template shows which autoresponder template you used when creating the autoresponder. This

tells you what the autoresponder’s basic purpose is.

• Status indicates the current state

of the autoresponder.

• Last Modified displays the date and time when you most recently made changes to the

autoresponder.

• Last Email Sent displays the date and time when the autoresponder last sent an email to one or

more contacts.

• Action shows the actions you can take. For example, for autoresponders in ‘Sending’ or

‘Schedule complete’ status, this column displays a ‘View reports’ link. Select this link to view the

autoresponder report.

You can refresh this list to ensure that it shows the most recent email campaigns by clicking Refresh

under the More menu on the Action bar.

If more autoresponders are available than can be listed on one page, you can browse additional pages. If

you want to view a subset of autoresponders in this list, you can sort the list by clicking on the column

headers.

View a Summary of an Autoresponder

For any autoresponder, you can view a summary of the email, criteria, and schedule information. For

convenience, you can view reports and/or edit trackable links from this summary.

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Here, you can see the summary for an autoresponder in ‘Sending’ status. The summary shows

information about the email (including a preview of the design and the email details), the criteria, as well

as the current schedule.

Depending on the state

of the autoresponder, you may also be able to make changes such as editing the

email or modifying the criteria.

Step to view a summary

• On the Autoresponders tab, under one of the two sub-tabs, click the name of the autoresponder.

Change an Autoresponder

You may need to make changes to an existing autoresponder, such as changing the subject line in the

email header, a color in the email design, or its criteria. The easiest way to make changes to any aspect

of an autoresponder is from the autoresponder summary:

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The changes that you can make to an autoresponder depend on its state

. For example, in the 'Schedule

not set' state, you can edit the email and its details, edit the criteria, and schedule the autoresponder. In

the 'Sending' state, you can view a report of real-time activity, such as the number of recipients who have

opened the email.

Important: If you change an autoresponder that is in the 'Sending' state, its schedule will be paused until

you either resume the original schedule or assign a new schedule. While an autoresponder is paused, it

does not send emails. To resume the existing schedule or to assign a new a new schedule, you can

• click the Set Schedule or Edit Schedule buttons on the autoresponder summary, or

• click the Edit Schedule link in the autoresponder row on the Autoresponders tab.

When you change an autoresponder, changes the criteria are managed in the Autoresponder Editor

, and

changes to the email design and details are managed within the Email Creation Wizard.

Steps to change an autoresponder from the autoresponder summary

1. Open the autoresponder summary

2. Use the options on the autoresponder summary to access areas you want to change. For

example:

• To edit the email design, click Edit Email.

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• To edit the subject line for an email, click Edit Details.

• To edit the criteria, click Edit Criteria.

• To schedule the autoresponder, click Set schedule.

Steps to change an autoresponder from the Action bar

1. On the Autoresponders tab, in the appropriate sub-tab, click the autoresponder row, without

clicking any links in the row.

Note: This can also be done while viewing the autoresponder summary.

2. From the Action bar, click Edit.

3. Click CONTINUE.

Create an Autoresponder

Overview of Creating an Autoresponder

Creating an autoresponder involves

• selecting an autoresponder type

• choosing an autoresponder template

• naming an autoresponder

• creating a new or using an existing email design and specifying the email details

• and defining the autoresponder criteria

After you have successfully created an autoresponder, you can schedule

it.

Choose an Autoresponder Type

The type of autoresponder

you choose will depend on its intended purpose.

Steps

1. Click the Autoresponders tab.

2. On the Autoresponders tab, click the following button:

3. On the ‘Choose an autoresponder type’ page, review the two options presented. Click Start

Now! on the image that corresponds to the autoresponder type you want to create.

Choose an Autoresponder Template

Based on the autoresponder type

you selected, you will have a number of autoresponder templates to

choose from:

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Recurring

• Win-back email allows you to create an autoresponder that will send contacts an email each

time a certain period of time goes by without any action on their part. For example, this

autoresponder can email any contact that remains unengaged (e.g. doesn’t click on any of the

links in your emails) for a period of six months.

• Recurring notice allows you to create an autoresponder that will send contacts an email every

month or year at a certain date and time.

Triggered

• Welcome email allows you to create an autoresponder that will send an email to contacts when

they join your list.

• Action response allows you to create an autoresponder that will send contacts an email when

they perform a specific action. For example, this autoresponder can email any contact that clicks

on a particular link in one of your recently-sent email campaigns.

Steps

1. Select the template you want to use.

2. Review the initial criteria options that relate to your choice in the 'Select initial criteria' panel on

the right and select the option that best fits the purpose of the autoresponder.

3. Click Next.

Use the Autoresponder Editor

The Autoresponder Editor is where you view and define

• the autoresponder's name

• the autoresponder email

• the autoresponder criteria

• as well any additional settings.

You can return to the Autoresponder Editor to make changes

at any time.

Here you can see a brand new action response

autoresponder in the Autoresponder Editor:

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The Autoresponder Editor has the following components:

• The Autoresponder name field, where you can type a name for the autoresponder. This name

will not appear to recipients. Learn more here

• The autoresponder email design block, where you can either start a new email or see a preview

of and details for an existing email. Learn more here

• The Add a delay link is available only for action response

autoresponders. Clicking the link

expands the 'Add a delay' section. Learn more here

• The autoresponder criteria block, where you can define which contacts will receive a copy of the

autoresponder email. Learn more here

• Additional settings are present for certain autoresponders only.

Name an Autoresponder

In the Autoresponder Editor

, you can name the autoresponder. You can return to this page to rename the

autoresponder at any time.

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Step

• In the Autoresponder name field, type a name for the autoresponder. This name doesn't

appear to recipients.

Create an Autoresponder Email

The goal of an autoresponder is to send an email to any contact that matches specific time or action-

based criteria. For this reason, the autoresponder email contents and design are very important, as they

must be carefully tailored to meet a specific purpose.

There are three ways to create an autoresponder email design; these appear in the Autoresponder Editor

email design block:

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Use the autoresponder email template provided

Every autoresponder template has its own default email template that you can choose to use as the

starting point for your autoresponder email.

Copy an existing email design

Copy the design and contents (including text, images, formatting, etc.) of an existing email campaign or

autoresponder and use it as the basis for your autoresponder email.

Create a new email design from scratch

Use the Smart Email Builder or the Full Email Editor to create a brand new email design using templates

or by copy & pasting in your own HTML code.

Steps to create an autoresponder email using the default email template provided

1. In the Autoresponder Editor email design block, select the Use the default email design option.

2. Click Start an email.

The email editor loads.

3. Edit the contents of the email using the editor.

4. Click NEXT.

5. Enter the email details.

6. Click SAVE DRAFT.

Steps to create an autoresponder email using an existing email design

1. In the Autoresponder Editor email design block, select the Copy one of my existing email

designs option.

2. Click Start an email.

The 'Select email campaign or autoresponder' dialog appears.

3. Select an email campaign or autoresponder by clicking on its row in the list.

4. Click SELECT.

The email editor loads.

5. Edit the contents of the email using the editor.

6. Click NEXT.

7. Enter the email details.

8. Click SAVE DRAFT.

Steps to create an autoresponder email from scratch

1. In the Autoresponder Editor email design block, select the Create a new email design from

scratch option.

2. Click Start an email.

3. Choose either the Smart Email Builder or the Full Email Editor by clicking on Start Now!.

4. Select an email template.

5. Edit the contents of the email using the editor.

6. Click NEXT.

7. Enter the email details.

8. Click SAVE DRAFT.

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Add a Delay

When creating an action response

autoresponder, you have the option to add a delay. This delay is a

period of time that occurs between the time when the contact performs the action that triggers the

autoresponder (e.g. clicks a link in an email) and when the autoresponder sends the follow-up email. For

example, you can add a delay that will cause the autoresponder to wait 2 days before sending a contact

an email after they click on a special link in an email campaign you sent.

Steps to add a delay to an action response autoresponder

1. In the Autoresponder Editor, between the email design block and the criteria block, click the Add

a delay link:

The delay block appears (shown above).

2. Select one of the four available delay types.

3. Fill out the delay fields.

4. Click SAVE at the bottom or at the top of the page.

Define Autoresponder Criteria

Autoresponder criteria is what determines under which conditions the autoresponder will send an email to

a contact. Autoresponder criteria is different depending on which autoresponder type and template you

choose.

Learn how to define autoresponder criteria for:

• a win-back email

• a recurring notice

• a welcome email

• an action response

Win-back email (Recurring type)

The win-back email autoresponder monitors your contacts on a daily basis and keeps track of how long

it’s been since the last time they showed engagement. Once a certain number of days have been

reached since a particular contact’s last activity, the autoresponder sends them an email.

Steps to define criteria for a win-back email autoresponder

1. In the Autoresponder Editor criteria block, choose how long to wait before sending the email.

Select a number of months from the drop-down (shown below). Please note that these translate

into a number of days.

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