Autoresponder Campaign - Edit Message

This is the screen where you edit the content for your Autoresponder Campaign Email message.

1.  Make updates as needed to any of the following:

    Email Subject

    Email Send Day (the number you enter in the Day field is the number of days after the prospect is added to the Category or Campaign)

    Active Setting: Yes or No: Active = No sets the Email to not send; Active = Yes sets the Email to send

    Email Content (in the HTML Editor window)

    Use merge information in your content where appropriate. To insert a merge field in the email:

a.  Place your cursor in the HTML Editor window on the line where you want to insert the merge.

b.  Click the Merge Fields drop-down to expand the drop-down and select the merge field you want to insert.

    Here are some important tips about the merge information.

    If the merge field option has “Account” at the beginning of it, then it is Account Holder/Site Owner data. If the merge field option does not have “Account” at the beginning of it, then it is Contact data.

    Don’t click any buttons to format where you place your cursor before inserting a merge field. In other words, don’t center or format the text before inserting the merge field. If you do, the HTML Code for the formatting will keep the merge information from displaying correctly. You can format the text after you insert the merge field.

    To insert a video into the Email content:

a.  Click the Advanced HTML Editor link (above the Editor), and the Insert Video drop-down will appear.

b.  Select the video you want to insert from the Insert Video drop-down. A new browser window or tab will open with options for the video. There are three options to insert the video into your Email.

    Select the Default Frame button if you want the video’s default frame to appear in the video player window (before the video is played), and then click the Insert button.

    Select the Custom Picture Frame button to have a custom picture appear in the video player window. Click the Browse button to find the picture for the custom frame on your local computer. Click the Upload button to upload that picture. Select the picture you just uploaded in the Select an Image drop-down and click the Insert button.

    Select the Insert Link button to insert a video link in the Email (instead of inserting a player), and then click the Insert button.

c.  When you click the Insert button, the insert video window or tab closes and you can finish the steps for saving the Email.

2.  Click the Save button to save the updates and return to the Autoresponder Campaign - View Messages screen.