Email Autoresponder

Email Autoresponder 

To create an Email Autoresponder: 

1.  Navigate to campaign and hover over the name and click the View button.
2.  Click on Auto Responders tab from the campaign dashboard.

3.  Now click on Add Email option on the left side of the toolbar.

4.  Deliver Message - You need to select when you want the Email message to be delivered.  Options are:  

      • Instantly After Subscribed 
      • Later After Subscribed
      • Before Event Starts
      • After Event Starts
      • Before Event Ends
      • After Event Ends
      • Instantly after Unsubscribed
      • Before Birthday
      • After Birthday
      • Before Anniversary
      • After Anniversary
  • Additional fields appear depending on the option selected.  For example, if you select Later After Subscribed, you need to enter a number in the box and then select either Minutes, Hours, Days, Weeks or Months.



  •  bulb_dim.png  It is important to remember a specific time of the day is relevant to subscribers time zone (if detectable).  For example:  If you set a message to go out at 11:00 AM and you two subscribers one on the East Coast and another on the West Coast.  Each subscriber receives the message at 11:00 AM in their time zone.  If the system can not detect the subscribers time zone, then the system uses the default time zone setup in View Profile - Profile & Preferences - Account Settings tab.



5.  Send Message to:  

      • Send To Everyone
      • Mobile Number is Blank
      • Email Address is Blank (Excludes Call-In Subscribers)
      • Email Is Present
      • Mailing Address is Blank
      • Name is Blank
      • Email Receipt or Purchase Has Been Validated
      • Email Receipt or Purchase Has NOT Been Validated
      • Attending Event When This Message Is Scheduled To Be Sent
      • Not Attending Event When This Message Is Scheduled To Be Sent
      • Was Present At Event
      • Was Not Present At Event
      • Was Present but Left Early
      • Was Present but Arrived Late
      • Was Present but Left Early OR Arrived Late
      • Was Present and Completed Entire Event
      • Is Member
      • Is Not A Member
      • Is ICR2 Free Account
      • Is ICR2 Premium Account

6.  Enable A/B Split testing - allows you to test 2 different subject titles (Version A and Version B) to see which one has better open rate.  


7.  Now  type your message.  There is HTML (stylized fonts, images and links) and Plain Text (useful for those that only receive plain text) formats available. The system can automatically copy the HTML format into the Plain Text box.   

8.  Click Through URL - The click-through URL is for tracking open "clicks" on the link provided in your HTML email message. The URL entered in this field should be the page that you want to direct people to.  See knowledge base topic What is the click-through URL? for more information.


9.  Select any Tags (merge fields) you wish to use in your message.  For example, the {firstname} tag could be used to personalize your message.




10.  Allow Replies 

After turning the Allow Replies On, you see two options for autoresponder replies.

  • Forward replies to my Send SMS/Email Replies to Email
  • Populate  subscriber field with Reply

11.  In the case of an event, attach an .ICS file containing event information

  • Turn ON the switch  In the case of an event, attach an .ICS file containing event information.

  • To automatically create an ICS file, make sure you have scheduled an online event on the Event Type tab. 
  • Also make sure there is an Event Date, Time and duration on the Schedule tab.

  • You can also manually upload an ICS file to the Media Center and insert the URL link into your autoresponder.  

12.  Always send message.

  • ON:  If selected, the message will be sent even if the field is already populated.
  • OFF: If selected field is already populated the message will be skipped and the next message in the sequence will be triggered.

13.  Allow message to go out to existing customers within correct time sequence 

  • Select this option if you are editing an existing Campaign and you want to insert a new message into the sequence.  
  • For example let's say you have an Autoresponder set to go out 4 days after opt-in and another going 6 days after opt-in.  You now want to insert a new message into the sequence 5 days after opt-in. This option will send the new 5 days after opt-in message to all users opted in within the last 4 days.  Any users that have been on your list for more than 5 days, will not receive the message.  By not selecting this option, the message only goes out to people that opt-in from this point forward.

14.  Send a test copy of this message upon saving - Enter a valid email address to send a test email autoresponder message.  

15.  Select a Podcast for this Autoresponder - Select the Podcast from the drop-down list.

16.  Mailing Address For Email Footer (for CAN-SPAM):  Edit this address by clicking Edit on the top right and then navigating to Opt-in Channels > Email tab > scroll down to the Mailing Address For Email Footer (for CAN-SPAM).  Type in the new Mailing address in the provided box.

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