Manage Autoresponders

The Autoresponder feature allows you to easily create email and schedule them to be sent automatically based on certain triggers such as time-based, event-specific or users' behavioral triggers.

Lee Lim (Admin)

10 months ago

Lee Lim (Admin)

Overview

The Autoresponder feature allows you to easily create email and schedule them to be sent automatically based on certain triggers such as time-based, event-specific or users' behavioral triggers.

 

Why is this important

Keeping in touch with your contact is important for building rapport, trust, and credibility.  The Newsletter module allows you to create email content easily and quickly.  It is the most efficient way to communicate to a group of people. 

 

To create a newsletter, follow the steps below:

Part 1:  Newsletter set up

  1. Give your newsletter a title for future reference
  2. Enter the subject headline you want recipients to see as the email header
  3. Select and assign newsletter category (group) to this email
  4. Click on Manage Category to create new Categories for newsletter

 

Part 2:  Select Recipient

Select the recipients for the email by assigning Group(s) and List(s) to the email setup

Select the time and date to trigger the email to be distribution

  1. Time Trigger: Emails will be sent after the specified number of days before being assigned a specific segment
  2. Event Trigger: Emails will be sent after the specified number of days before a selected event that occurs within the selected date range.
  3. Behaviour Trigger: Emails will be sent after a specific behavior that occurs within a selected date range.  Currently, you can schedule an email to be sent automatically based on the following behavioral triggers :

Added selected offers to Wishlist

Purchased selected offers

Following my store

Choose the email template or select a blank template to start creating your email message

 

Part 3:  Create your email content

Plan your content

Once you know the content for your email select the appropriate module by dragging and dropping the modules into the right section of the editor.

Edit the modules as desired.  Refer to part 4 for more help with basic editing.

Save Options - Once done select:

  1. Save as Template – this will save the newsletter as a template for future use
  2. Save as Draft – will not be sent
  3. Save and Send – will send the newsletter at the date and time selected during Part 2 of the newsletter creation process
  4. Close and Exit – will take you back to the newsletter listing page and will not save your newsletter

 

Part 4:  Email content creator – basic editing

  1. To edit the elements within the selected module – click on the element you wish to edit and the Style Options will appear on the left panel.
  2. Changing Text – simply click on the sample text and replace it with your own text either by typing over the existing text of pasting over the existing text.
  3. Changing Buttons - click on the button and make the necessary adjustments to the button font colour and button background colour using the style options on the left.
  4. Set URL link - then enter the label for the button and then enter the URL for the button click destination.
  5. Edit Image – click on the image placement, then again click on the image placement again to access images from your computer.
  6. Select the image you wish to upload

 

Please note that the pixels labeled on each image placement represents the ideal image size for the content module.
Remember the dimensions of the pixels to ensure your page layout is maintained its proportion. If required crop the image by dragging in the circle or the oval to make it more suitable to the content module layout.

 

Go to our Video Training to learn more about:

  1. Advanced Editing Options for Email Editor
  2. Create attractive graphics using a FREE graphic designing tool – CANVA

 


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