Wizard: autoresponder

The autoresponder wizard allows you to set mailing when contact fulfills particular conditions, e.g. you can plan to send a message to a contact when they visit a subpage including a detailed offer. The wizard can be found in menu WIZARDS -> AUTORESPONDER.

The wizard consists of four stages: START, EMAILSETTINGSMAILING.




[1] Autoresponder name – provide the name that allows identification of autoresponder in the system.

Running autoresponder – specification of the event must be fulfilled by contact to run autoresponder correctly. You can choose one of the six types of events:

  • [2] Contact has been added to the system  autoresponder is run when the new contact is added to the system.
  • [3] Contact opened e-mail – select e-mail message a contact needs open to receive new message from autoresponder.
  • [4] Contact clicked on a link in the email – in this case, you must specify the URL address a contact needs to click within a given e-mail to receive new message from autoresponder.
  • [5] Contact was tagged with – specify a tag, assigned to a contact, to run autoresponder.

NOTE: Assigning tags that will NOT trigger the rule:

  • import contacts from the file – find out more about an import >>
  • adding a tag as an action in contact management
  • adding a tag via transaction analytics
  • adding a tag from a contact’s detail as an action in contacts management
  • [6] Contact visited URL – provide exact URL after visiting which, a contact receives a new message from the autoresponder.
  • [7] Contact has been added to the stage in funnel – in this case, you must specify the sales funnel and its stage a contact needs to be at to run autoresponder.

[8] Settings – when selecting an event to be the mailing activator, fill in gaps in the SETTINGS section.

[9] Next – click here to proceed to the next screen.


At this stage, select an existing or a new message template.


[1] Message name – enter the name allowing identification of message in the system.

[2] Select email – can choose one of the pre-installed templates.

[3] Add new email – three options are available:

  • Add new HTML email – choosing this option html wizard, where in you can add an existing template or build it from scratch in HTML code, appears. Learn more about HTML here >>
  • Add new ZIP email – add new, already prepared and saved in ZIP format, template.
  • Create new email in creator – when clicking the button, drag & drop wizard appears. Learn more about drag&drop creator here >>

[4&5] PREVIEW AND EDIT – when clicking PREVIEW button, you can view prepared message and edit it by clicking EDIT button.

[5] NEXT – in order to advance to the next stage click NEXT.


At this stage, in order to be sent a message has to be configured :


[1] Subject – the subject displayed in receivers’ inbox after sending message.

[2] UTM Campaign (for Google Analytics monitoring) – if you use UTM parameters in direct links, you can specify the name for CAMPAIGN parameter at URL addresses of added messages.

[3] Select email account – choose the e-mail account a message be sent from.

[4] Add new email account – create new e-mail marketing account.

NEXT – to advance to the next stage click NEXT button.


In this section you can preview created message.



[1] Shipping time of messages – choose whether a message will be sent immediately or in a specified time.

[2] Send test – when clicking this button the screen(where you can enter up to 20 e-mail addresses a message will be sent to) appears. It is recommended to carry out tests in order to verify each message and to check if any errors occurred during test execution.

[3] Activate autoresponder (ON) – click the button to run autoresponder.

[4] Save – click, to save the autoresponder.

You can access Analytics from the Autoresponder Wizard. You can view performance statistics for processes associated with this wizard. Learn how to use the Rule Analytics dashboard >>


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