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in AutoresponderGetting Started Tags: automatic emailssendlane

How Do I Create an Autoresponder?

In this tutorial you will learn:


How to Create an Autoresponder

1. Navigate to the “Automations” tab found in the left-hand navigation bar of your dashboard.
2. Select the “Add Automation” button in the upper right-hand corner.

3. Name your Automation, select “Autoresponder Group”, then “Next.”

4. You will then choose who will receive this Autoresponder group, by selecting “Choose Recipients” in the upper right-hand corner

5. Select a list, segment, or tag and select “Save”

Please Note: If you do not have any lists already created, you will need to create one, you can learn how to do so here

6. Next, you will select “Create Autoresponder” in the upper right-hand corner to create your first email in your Autoresponder’s series

7. You will then be brought to the Campaign Setup Page, name your campaign, and enter a subject for your email. You can use the Personalize drop-down menu to add specific variable tags to your subject line.


8. On the next page, you will schedule your Autoresponder, we will go over this in the next section.


How to Schedule an Autoresponder

1. After creating your Autoresponder group, and creating an individual email, you will be brought to the “Autoresponder” tab in the Campaign setup page.
2. First, select how this Autoresponder will be triggered to be sent.

  • Subscription to List – When a visitor subscribes to the list previously selected
    • Select how many days, weeks, months to send
    • Select a time to send
    • Select day(s) of the week to send
  • Campaign is opened – When a subscriber opens an email
    • Select campaign trigger
    • Select how many days, weeks, or months until email is sent
    • Select a time to be sent
    • Select day(s) of the week to send
  • Any Link in a Campaign is clicked – When a subscriber click on any link in your email
    • Select campaign trigger
    • Select how many days, weeks, or months until email is sent
    • Select a time to be sent
    • Select day(s) of the week to send
  • Specific link in a campaign is clicked – When a designated link in your email is clicked
    • Select campaign trigger
    • Select link trigger
    • Select how many days, weeks, or months until email is sent
    • Select a time to be sent
    • Select day(s) of the week to send

3. After selecting a trigger, you will be prompted to design your email, select one of the options to do so.

4. Once you have designed your email, you will need to confirm the Autoresponder in order for it to be placed in “Ready” mode. You can read more about all of the statuses your Autoresponders may be in, in the next section.


Autoresponder Statuses

Your Autoresponders can have 3 different Status stages – Draft, Ready, and Progressing.

  • Draft – Autoresponders that are in Draft status have been created, but are not finalized and set up to go. They will not trigger off of new subscribers or the set trigger because they are still in Draft status. Each time you edit an individual Autoresponder, it will also revert back to Draft status if it was previously Ready or Progressing. Make sure you set your ARs back to Ready after editing them.

 

  • Ready – Autoresponders that are in Ready status have been set up and are ready to go out. They will trigger off new subscribers that opt-in to your List or the set trigger. To set an AR to to Ready status, hit Edit >> go to the Confirm tab >> click “Start Autoresponder”.

 

  • Progressing – Once an AR that is in Ready status has been triggered at least once, it will change to Progressing status. ARs that are Progressing have been triggered at least once and will continue to trigger off of new subscribers or the set trigger until edited.