An autoresponder series is a series of emails sent to an individual portal member over a period of several days, weeks, or months.

An example of using autoresponder series is in response to a lead downloading a trial version of software or a white paper.

To create an Autoresponder Series:
1. Expand the Emails node in the Portal Explorer and right click on the Auto Responders node or an Autoresponder category
2. Select "Create new Autoresponder"
3. Provide a Title and Description for the autoresponder and click "Save Changes"
4. Drag and drop an email template onto the new autoresponder in the Explorer tree (This creates a copy of the template for use in the 5. autoresponder)
5.Click on the email template link and provide the Email Title, Subject, From Name, From Address, and email body.
6. Return to the autoresponder and click on the Sent X Days... link.
7. Define precisely when the email will be sent relative to the previous email event.
8. Repeat steps 4-7 to create an autoresponder series.


Note that in step 7, the email sent time is relative to the previous event, not the first event. This means if you want to send a follow-up email every 7 days after a Lead downloads a product, each email must be defined as being sent after 7 days. An incorrect configuration would define emails as being sent 7, 14, and 21 days.

Clicking the up and down arrows moves the autoresponder up or down within the series list. Clicking the X image will delete the autoreponder and corresponding email.

Auto Responder