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Overview

Auto-Responder is a computer program that automatically answers an e-mail sent to it and immediately provides information to a prospective client or customer.

Table of Contents [Hide/Show] Overview    Step 1 – Login to Admin Settings    Step 2 – Create Auto Responder    Step 3 – Assign Email Template

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Step 1 – Login to Admin Settings

a. Login as a Site Administrator
b. Select "Admin Settings" from the Site menu



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Step 2 – Create Auto Responder

a. Expand the "Emails" menu tree.
b. Add a Title and Description for the new Auto-Responder.
c. Select Loopback to first activity or Supercedes all other auto-responders if applicable, then click save changes.



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Step 3 – Assign Email Template

a. refer to our Wiki Article Creating a Email Template
b. Drag an email template to the corresponding Auto-response to create a new activity.