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Sending an autoresponder

Setting up an email to send based on a date or action

An introduction to autoresponders

Unlike a large-group mailing with a single send-off, autoresponders (or trigger emails) are sent automatically whenever a specific event occurs. There are the several event styles to choose from (with a specific how-to for each): when someone signs up to receive your emails, when someone has a birthday or other date-related event, when someone clicks a link in a previous mailing or when a change is made to a contact field. You can also create an autoresponder series, in which, say, someone who joins your list receives a succession of follow-up emails once a week.

Because they're automated, autoresponders are a great way to stay in touch with your contacts regularly without spending a lot of time. And their delivery is personalized -- based on people's unique dates, signup time, clicking behavior and, if you choose, audience group -- so they're more likely to engage and interest your contacts.

You'll find the option to send an autoresponder on the Review & Send page of any mailing. (Find "Choose a mailing type" at the top of the page.) When you activate an autoresponder, it'll appear on a new tab on the Response page, where you can see tracked results, check how the autoresponder is set up or cancel the autoresponder.

Creating a welcome autoresponder

Unlike a large-group mailing with a single send-off, autoresponders are automatically sent whenever a specific event occurs. With this style of autoresponder, you can base that event around the moment someone signs up for your emails, automatically welcoming your new contacts with a special note, a thank-you coupon or a copy of your latest newsletter.

How to set up an autoresponder for new subscribers:

  1. Start by creating the welcome mailing you want to be sent whenever someone signs up.
  2. When your mailing is ready, send a test and then click Review & Send.
  3. In the "Choose a mailing type" menu, select Autoresponders.
  4. Since this is likely a brand-new autoresponder, click Create a new autoresponder. (Or, if you're activating a prior autoresponder, choose one from the dropdown menu.) In the message window, choose "signs up to receive my emails from a signup form" or "signs up to receive my emails from an app or integration" (you'll see this option when you connect the Guestbook iPad app to your account) as your style of autoresponder. Click Create.
  5. Choose the signup form(s) with which you'd like to associate the welcome note, and specify the scheduling details (immediately or some hours after).

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  6. Save your autoresponder. The message box will close, and your new autoresponder will be selected by default in the dropdown menu.
  7. Now, click Activate your autoresponder now or schedule it to go live at a future day and time.

Once activated, your autoresponder will automatically send whenever the designated event occurs. If you decide to make changes to the email's content later, you'll want to cancel the autoresponder first, make your changes and re-activate.

Creating a date-related autoresponder

Unlike a large-group mailing with a single send-off, autoresponders are automatically sent whenever a specific event occurs. You can base that event around any date you're storing for contacts in your audience, automatically sending an email on someone's birthday or even triggering a reminder email a few days ahead of a seminar registration date.

How to set up a date-related autoresponder email:

  1. Start by creating the mailing you want to be sent whenever the trigger event occurs.
  2. After you've proofed your mailing, send a test and then click Review & Send.
  3. In the "Choose a mailing type" menu, select Autoresponders.
  4. If this is a brand-new autoresponder, click Create a new autoresponder. (Or, if you're activating a prior autoresponder, choose one from the dropdown menu.) In the message window, choose "has a birthday or other date-related event" as your style of autoresponder. Click Create.
  5. Choose the date-related field you'd like to base your autoresponder around and follow the instructions to specify scheduling details. (You can create date fields on your Audience page.)

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  6. By default, your autoresponder will send to all audience groups. Click to edit your selection and choose a particular group or groups, if you'd like.
  7. Save your autoresponder. The message window will close, and your new autoresponder will be selected by default in the dropdown menu.
  8. Now, click Activate your autoresponder now or schedule it to go live at a future day and time.

Once activated, your autoresponder will automatically send whenever the designated event occurs. If you decide to make changes to the email's content later, you'll want to cancel the autoresponder first, make your changes and re-activate.

Creating an autoresponder based on a clicked link

Unlike a large-group mailing with a single send-off, autoresponders are automatically sent whenever a specific event occurs. One event you can base an autoresponder on is someone clicking a link in a previous mailing, which automatically sends a second mailing -- with follow-up information or more details -- as people visit the links you've created.

How to set up a link-based autoresponder email:

  1. Start by creating the follow-up mailing you want to be sent after the link in the first email is clicked. (The first email will need to be one that you've already sent to your audience.)
  2. When your follow-up mailing is ready, send a test and then click Review & Send.
  3. In the "Choose a mailing type" menu, select Autoresponders.
  4. If this is a brand new autoresponder, click Create a new autoresponder. (Or, if you're activating a prior autoresponder, choose one from the dropdown menu.)
  5. In the message window, choose "clicks a link in one of my campaigns" as your style of autoresponder. Click Create.

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  6. Choose the mailing with the link or links you want to base the autoresponder on and follow the instructions to specify scheduling details. Remember that autoresponders can only be based off links in mailings that have been sent, and the sent mailing cannot be a split test.
  7. By default, your autoresponder will send to all audience groups. Click to edit your selection and choose a particular group or groups, if you'd like.
  8. Save your autoresponder. The message window will close, and your new autoresponder will be selected by default in the dropdown menu.
  9. Now, click Activate your autoresponder now or schedule it to go live at a future day and time.

Once activated, your autoresponder will automatically send whenever the designated event occurs. If you decide to make changes to the mailing's content later, you'll want to cancel the autoresponder first, make your changes and re-activate.

Creating an autoresponder based on a change to a contact field

Unlike a large-group mailing with a single send-off, autoresponders are automatically sent whenever a specific trigger event occurs. With this style of autoresponder, a mailing is sent when a change is made to a contact’s text or numeric field via the API. It's great for users who have integrated with a customer database where regular updates are made (such as purchase history, lifecycle stage or other changes to contact records).

  1. Make sure that your integration's API calls for "add" and "update" members are set to enqueue field change triggers.
  2. Create the mailing you want to be sent whenever a member field changes.
  3. When your mailing is ready, send a test and then click Review & Send.
  4. In the "Choose a mailing type" menu, select Autoresponder.
  5. Since this is a brand-new autoresponder, click Create a new autoresponder event. (Or, if you’re activating a prior autoresponder, choose one from the dropdown menu.)
  6. In the message window, choose “A change is made to a contact’s record“ as your style of autoresponder. Click Create.

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  7. Choose a field from the list off of which you’d like to base your autoresponder.
  8. Save your autoresponder. The message box will close, and your new autoresponder will be selected by default in the dropdown menu.
  9. Click Activate your autoresponder now or schedule it to go live at a future day and time.

Creating an autoresponder series

With our autoresponder feature, it's possible to create a series of emails that send on a pre-determined delivery schedule. Let's say you have five marketing tips, and you'd like new people who join your list to receive one tip a week. This is how you'll do it.

How to set up an autoresponder series:

  1. Start by creating the first mailing in the series. When it's ready, send a test and then click Review & Send.
  2. In the "Choose a mailing type" menu, select Autoresponders.
  3. Click Create a new autoresponder, and choose "signs up to receive my emails" as your style of autoresponder. You can have this first email in the series send immediately when someone signs up, or a bit later.


     
  4. When you're done, click to save your autoresponder. The message window will close, and your new autoresponder will be selected by default in the dropdown menu.
  5. Now, click Activate your autoresponder now or schedule it to go live at a future day and time.
  6. Now repeat this process for each mailing in the series. If your series is a weekly series, you'll schedule the second email to send one week after sign up, the third email to arrive two weeks after sign up, and so on and so forth.
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Last Modified
07:43, 16 Apr 2014

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