How do I create an autoresponder?

To create an autoresponder:

1. Click the Autoresponders text link in the Manage section on the Home page.
2. Click the Create an Autoresponder button.
3. Enter a title for the autoresponder and click the Create button.
   The title will be used for your record-keeping purposes only inside your account and will not be seen by recipients. You can change the title at any time by clicking the down arrow icon for the autoresponder and selecting Rename.
4. The autoresponder creation process includes three steps: Source, Sequence and Confirm and Activate. In short, Type determines how the autoresponder is sourcing its contacts (i.e. what it is based on, a starting point). Then you setup stages to determine which campaigns are sent to those contacts and when.
5. In the Source step, you will determine the type of autoresponder and configure its details. The type of autoresponder determines a starting point for how it sources its contacts:
   • Contacts type allows you to setup one or a series of campaigns to be sent based on a specific date, such as birthday, anniversary or renewal campaigns. The autoresponder will send to either all contacts or contacts in the selected group(s) based on the specific date field.
     • Contacts - select All contacts, or click the Select Groups text link to select specific group(s)
     • Date Field - select the date field that will be used from the drop down menu
     • Send - select to send the autoresponder on the specific date in the date field, or on a certain number of days/weeks/months before or after the date in the date field
     • Frequency - select to send the autoresponder each year (such as for birthdays or anniversaries) or to send it only once on the exact date in the date field
   • Groups type allows you to setup one or a series of campaigns to be sent based on when a contact is added to a specific group, such as when they sign up for your newsletter. The autoresponder will send to any new contacts added to the groups(s) after the autoresponder has been activated.
     • Groups -  click the Select Groups text link to select specific group(s)
     • Optionally choose to stop sending additional campaigns in the sequence to contacts if they are removed from the selected groups
   • Campaigns type allows you to setup one or a series of campaigns to be sent based on when a contact receives an identified source campaign. The autoresponser will send additional campaigns to contacts that are sent the selected campaigns.
     • Campaigns - click the Select Campaigns text link to select the specific campaign(s) that will trigger the autoresponder
     • Send - select the number of days/weeks/months that should elapse after the selected campaign(s) were sent before the autoresponder should be triggered
6. Once you have selected and configured the type of autoresponder, click the Save and Continue to Sequence button.
7. In the Sequence step, you will setup one or more campaign(s) to be sent to the contacts.
   • By default, the first stage is when the contacts are found. Click the "Select/Change" text link to select the first campaign to be sent to contacts found in this autoresponder.
   • Click the Add Campaigns to Sequence button to select additional campaigns to be sent to the contacts found in this autoresponder and to determine when those campaigns should be sent.
     • Who was sent - send the campaign to all contacts who were sent the previous campaign.
     • Who viewed - send the campaign to all contacts who viewed the previous campaign.
     • Who did not view - send the campaign to all contacts who did not view the previous campaign.
     • Who clicked - send the campaign to all contacts who clicked a link in the previous campaign.
     • Who did not click - send the campaign to all contacts who did not click a link in the previous campaign.
     • Who replied to - send the campaign to all contacts who replied to the previous campaign.
     • Else who was sent - send the campaign to contacts who were sent the previous campaign and do not fall within an earlier condition.
   • Click and drag the 6 dots icon in the upper left of any stage to change the order of the sequence.
   • Click the "Remove" text link to remove a stage from the sequence.
8. Once you have configured the campaign(s) to be sent using this autoresponder, click the Continue to Confirm and Activate button.
   • Select a time of day from the drop down menu for when the autoresponder will run.
   • Confirm the details in the Source Details and Sequence Details sections.
9. When you are ready to begin using the autoresponder, click the Activate button.