Create autoresponder sequences

Autoresponders send a timed sequence after a recorded contact event.

Choose a trigger

1. Open Autoresponders.
2. Select Create Autoresponder.
3. Enter Name.
4. Open Trigger Type.
5. Choose Tag Added, Link Click, Conversion, Broadcast Sent, or Inactivity.
6. For Tag Added, choose Specific Tag (optional) when the rule should watch one tag.
7. For Conversion, enter Action Type (optional) when the rule should watch one action type.

Link Click, Broadcast Sent, and Inactivity do not show a condition field.

Caution

Only Link Click and Conversion rules start automatically at present. For follow-ups after a contact joins a database, use a journey with the Tag Added trigger. Contact support before relying on Tag Added, Broadcast Sent or Inactivity rules.

Add sequence messages

1. Find Message Chain.
2. Select Add Step.
3. Set Delay and choose Seconds, Minutes, Hours, or Days.
4. Enter Sender ID.
5. Enter Message.
6. Insert a value from Personalization Macros when needed.
7. Add more steps in the order they should send.

Every step needs a sender and message before the rule can be saved.

Set limits and save

1. Set Max sends per contact to 1 or more.
2. Set Cooldown (hours).
3. Set Priority. Higher numbers run first.
4. Select Create Autoresponder for a new rule.
5. Select Update Autoresponder after editing an existing rule.

Activate and review

Use the rule switch to activate or pause it. Expand a rule to review its message chain and the Sent, Scheduled, and Failed totals.

Creating, updating, and deleting autoresponders require the matching permission.

Troubleshooting

1. Add at least one complete message when the save action is unavailable.
2. Confirm that the rule is active.
3. Check the caution above before relying on a trigger.
4. Ask the account owner to review autoresponder permissions when an action is missing.