CRM Help

Auto Response Rule for Web Form

The Auto Response rule feature enables you to send automated emails when leads, contacts, cases or records for the custom modules are generated through web forms. When a lead is generated through web forms, you may want to send appropriate emails to the leads with different types of requests. In such cases, you can create an auto response rule with specific rule criteria. When the condition is satisfied, the corresponding email is sent. You can create numerous auto response rules but only one auto response rule can be active at a time.

Note

  • When the details gathered through the web form does not satisfy the Auto Response Rule criteria, then the email template (acknowledgment email) selected while creating the web form will be sent. See Also Web Forms - Email Notification

Availability

Profile Permission Required: Users with the permission to create web forms can access this feature.

Create Auto Response Rule

To create auto response rules for web forms

  1. Click Setup > Website Integration > Auto Response Rules.
  2. In the Auto Response Rules page, select the module from the drop-down list.
  3. Click Create Rule.
    You will be able to create the auto response rule for the selected module.
  4. In the Create Auto Response Rules for Web to [Module] page, do the following:
    • Enter the Rule Name.
    • Select the check box to activate the rule.
  5. Click Save.

Note

  • Once the rule is created, you need to define the criteria (i.e. create rule entries) based on which the email template will be sent to the visitor who submits the web form.

Create Auto Response Rule Entry

To create auto response rule entry

  1. Click Setup > Website Integration > Auto Response Rules.
  2. In the Auto Response Rules page, click on the rule for which you want to create the rule entry.
  3. In the Auto Response Rules for Web to [Module] page, click Create Rule Entry.
  4. In the Rule Entry page, do the following:
    • Specify the Rule Criteria.
    • Choose an Email Template from the drop down list.
      If you do not have email templates created for the module, you can click on the Create an Email Template link.
  5. Click Save.

Note

  • When the details gathered through the web form does not satisfy the Auto Response Rule criteria, then the email template selected while creating the web form will be sent.

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