Signup autoresponder

Signup based Autoresponder

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Understanding signup autoresponder

Signup based autoresponder triggers when a subscriber enters or signs up to the mailing list associated to it. You can schedule the messages based on the subscriber signup
Listed below are few scenarios where sign-up based autoresponder can be made use of.

  • Introduce new customers to your company information, brochures and archives.
  • Sending an online email tutorial at periodic time intervals.
  • Nurture new leads with series of emails.
  • Promotion of a product or website.
  • Send a confirmation email after a purchase.

User Scenario

Harry owns a web designing application. He has embedded a signup form in his website. His needs are to send his subscribers a welcome email as soon as they sign up, introduce them to his product benefits and follow them up with feature updates. For this he sets up a sign-up based autoresponder and schedules the first welcome message as 'Immediately after signup'. He schedules the next message as 'Two days from joining the mailing list' and so on. Thus he can with much ease keep his subscribers updated about his application.

Create a signup based autoresponder

  1. From the Navigation Toolbar choose Automation and select Autoresponders.
  2. Click Create Autoresponder. Mouse over the Signup autoresponder and click Create.
  3. Fill in the following information:
    • Name the autoresponder for your future reference.
    • Select a mailing list that should be associated with your autoresponder. If necessary, you can create a new mailing list.
    • Select segment of the mailing list if you want to send messages only to the segmented subscribers.
    • Include subscribers added to your mailing list via Import and CRM Sync provided you have requirement.
  4. Click Create

Signup autoresponder has two views: the timeline view, and the tree view. You can toggle between these two views using the switch in the top-right corner.

Create the signup series

  1. Click Create Message button.
  2. Add message details and content. Learn how.
  3. Click Send for Review to send your message to our spam compliance team.
  4. Once the message has been reviewed, click the Set Delay button. Here you need to define when your message should be sent relative to your subscribers' sign up.
  5. Click Create Follow-up Message and create the follow-ups in the similar manner.

Click Activate to start sending your messages. Each message's schedule is based on the subscriber signup. To stop the whole series you can disable the autoresponder.

Managing autoresponder messages

To edit the message schedule:

  1. Click the Edit icon to the right of your message schedule details.
  2. Select a time to send your message, then save your changes.


  • Any timing changes may take up to 24 hours to take effect.
  • It may take up to 30 minutes from the scheduled delivery time for the autoresponder message to be sent.

To edit an email:

  1. Click the More icon next to the email you want to edit.
  2. Select Edit from the list.
  3. Make the intended changes and click Save and Exit.


  • Emails in an autoresponder can be edited only before activating the autoresponder.
  • Any changes in the reviewed email content must be sent for another review.

To delete an email:

  1. Click the More icon next to the email you wish to delete.
  2. Select the Delete option. A pop-up window will appear asking you to confirm. Click Delete to confirm.

Note: Only a message in draft can be deleted.

To delete a message:

  1. Click the Delete icon on the right side of your message. A pop-up will appear, asking you to confirm.
  2. Click Delete to confirm.

Note: Deleting a message will delete all the emails associated with it.

End-of-series action

Once the autoresponder message series comes to an end, you can take further actions on subscribers present in the mailing list to which the autoresponder was associated. You can remove subscribers from the existing mailing list and/or add them to a new one.

Configuring End of series actions is as follows:
From the autoresponder summary page, navigate to the End-of-Series section at the bottom of the page.

To remove subscribers from the list:

  1. Click the Configure Now link found in the Remove Subscribers section.
  2. Provide your preference as to when you wish the action to take place (either immediately or scheduled for later).
  3. Click Save to confirm.

To add subscribers to another list:

  1. Click the Configure Now link found in the Add Subscribers section.
  2. Select a mailing list to add the subscribers to. You can also create a new mailing list here.
  3. Provide your preference as to when you wish the action to take place (either immediately or scheduled for later).
  4. Click Save to confirm.

Notes: The end-of-series actions' schedule is dependent on the last message of the series

Click the View Reports link to see subscribers that were removed from the list or added to a new mailing list. You can pause these actions any time you want and enable it later clicking on the Pause/Enable link.

To filter recipients for messages:

Use criteria to filter the recipients of each message. Criteria can be based on subscriber information or recipient activity. Only subscribers who meet the specified criteria will receive that particular message.

  1. Navigate to the message that you want to add criteria to.
  2. In Tree view: Click the Add criteria to filter recipients link.
    In Timeline view: Click the Add criteria icon.
  3. Choose Subscriber information or Recipient activity.
  4. Define the condition by which to filter your subscribers.


  • You cannot filter subscribers for the first message of the series.
  • To filter subscribers by recipient activity the previous message should have been sent to at least one recipient.

Editing the source of subscribers

  1. Navigate to the recipient details section at the top of the screen.
  2. Click the Edit icon.
  3. Check or uncheck the Include subscribers added via Import and CRM sync option to change the source of subscribers.

Creating and managing multiple email versions

The signup autoresponder lets you create multiple emails under one message and have one active at any given time.

To create alternate message content:

  1. Navigate to the intended message and click Create another version. You'll be redirected to the message creation page.
  2. Add the message details and the content.
  3. Click Send for Review to send it to our compliance team.

To manage the alternate content:

After you have created alternate email, it will be listed under your existing content. Click Show more to view all of your message content. You can activate them by clicking the Activate option next to the message content. Other versions will be deactivated automatically.

Sending campaigns to autoresponder opened and clicked recipients

You can send campaigns to recipients who have opened and clicked your autoresponder messages.

  1. From the autoresponder timeline, navigate to the Reports section and click Send email button on the top-left corner of the screen
  2. Select from the options Opened or Unopened from the drop-down menu.
  3. Select from the options All messages or Any message from the drop-down menu.
  4. Click Create.

You can now create the message, configure content and schedule the campaign.

Sending a message to missed subscribers

If you want to send a message to the subscribers who were in your mailing list before the autoresponder was started, click the Settings icon in the top-right corner of the message and select Send to Missed Subscribers. You will then need to schedule the message.

Freezing a signup autoresponder

Freeze a running signup autoresponder to stop it from sending messages to new subscribers. All the autoresponder messages will be sent to the subscribers who had entered the autoresponder before you freeze it.
To freeze a signup autoresponder, click the More button from the top right corner of the autoresponder detail view and click Freeze from the drop-down menu.

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