How Do I Create a Custom Autoresponder Email Campaign?

 

1.  Click Sales Tools on the main menu, and then click the Autoresponder Emails link to go to the Autoresponder Email Campaigns screen.

2.  On the Autoresponder Email Campaigns screen, click the Create New Autoresponder Campaign link to go to the Create New Autoresponder Campaign - Select Category screen.

3.  On the Create New Autoresponder Campaign - Select Category screen:

a.  Enter the campaign name in the Campaign Name textbox.

b.  Click the + button for a category to expand the category so the sub-categories become available to select. Select the category or categories for the campaign.

c.  Click the Save button to save the campaign name and categories, and you will be brought back to the Autoresponder Email Campaigns screen.

4.  On the Autoresponder Email Campaigns screen, click the Edit Message link for the campaign in the Custom Autoresponder Campaigns table to go to the Autoresponder Campaign - View Messages screen.

5.  On the Autoresponder Campaign - View Messages screen, click the Add New Message link, and you will go to the Autoresponder Campaign - Add Message screen.

6.  On the Autoresponder Campaign - Add Message screen:

a.  Enter the Email subject in the Subject textbox.

b.  Enter the Day the Email will go out. The number you enter in the Day field is the number of days after the prospect is added to the Category or Campaign.

c.  Select Yes or No from the drop-down.

    Active = No sets the Email to not send

    Active = Yes sets the Email to send

d.  Enter and format the Email content in the HTML Editor window.

e.  Click the Save button to save the Email message and return to the Autoresponder Campaign - Add Message screen.

7.  When you return to the Autoresponder Campaign - Add Message screen follow the steps above to create the next Email message for the campaign. Continue the process until you have added all the messages for your Autoresponder Email Campaign.