Setup an Autoresponder

AutoResponders require two things to work:

1. a message saved as a template
2. a member segment to send to (usually based on a date field)

This example shows you how to create a "Happy Birthday" AutoResponder, but you can create many types of AutoResponders based on Signup Date, Anniversary date, last transaction date, etc.

• Create a message template to use for your AutoResponder
• This message can be personalized using mail-merge values

• Don't forget to save it as a Template

• Create a segment to match who you want to send to
• Click Members>Search

• Enter your search criteria.
• We'll search for Birthdays that fall on today's date

• Save the results as a Segment.
• You can save it even if your search returns 0 members

• Enter the Segment details and then save it.

• Now you can add an AutoResponder

• Select the message and segment you created
• Frequency lets you choose how often to send
  • daily
  • day of the week  (ex. Tuesday)
  • day of the month (ex. 5th of the month)

• Once saved, you'll see the entry in the Send screen.
• Your AutoResponder will send on a daily basis until you delete or pause it.

• Hover over the info icon to quickly view the AutoResponder rules