Marketing Automation

Date-field Based Autoresponder

Quick Linksup

Date-field Based Autoresponder is a series of automated messages sent to subscribers when they meet specific date. For instance,  it could be a birthday, anniversary or a specific day such as renewal of a subscription.

In this document, we'll explain on how to set up a Date-field based Autoresponder and explore the different scenarios you may encounter while trying to create one.

To create a Date-field Based Autoresponder,

  1. Go to the Automation tab --> Autoresponders.
  2. Click the Create Autoresponder button present at right hand side.
  3. In the Create Autoresponder page, click Date-field Based Autoresponder.
  4. This will take you to the create page where you need to enter/add the following information:     
    • Name - Give a name to your Autoresponder.
    • Mailing List - Select the Mailing List that you want to send your Autoresponder.
    • Select Segment - Choose a specific segment from the drop-down menu.
    • Custom Date-field - select the Custom Date-field, based on which you want to send the Autoresponder. It may be a birthday or renewal of subscription. Also, set frequency for the Autoresponder – the number of times it has to be sent.
      • Yearly – Your message will be based upon an annual recurring date such as birthday or anniversary wishes.
      • One Off– Your message will be generated only once and will be on the basis of an exact date value such as expiry of a contract.
  5. Click the Create button to proceed. This will take you to the page, where you will create messages for this Autoresponder.

Note

  • To create a date-based custom field, go to Settings --> Custom Fields-->Add Custom Fields.

Create Messages for the Autoresponder

Here, you can add to a maximum of 50 automated messages to your Autoresponder series sent to subscribers meeting the specified criteria. You can start by creating the first message followed by follow-up messages.

To create a message for the Autoresponder,

  1. Click the Create Message button.
  2. Now, add the message content similar to a regular email campaign such as entering basic details, configuring content, and reviewing the campaign content.
  3. Once the message is reviewed, click the Send Settings button. You may choose to send immediately or schedule it at later time.
  4. Click the Start Now button.

Edit Autoresponder Message Timing

You can edit the timing of an Autoresponder message by following the steps given below:

  1. Go to Autoresponders subtab, and click the relevant Autoresponder.
  2. Now, go to the relevant message and click the Edit icon related to Send Settings.
  3. You’ll get a pop-up page to schedule the timings.
  4. Click the Done button to confirm.

Note

  • Any change in timing may take to the maximum of 24 hours to get updated.
  • An Autoresponder message may take to a maximum of 30 minutes to send from its scheduled time.

Edit Autoresponder Message Content

You can edit Autoresponder message content by following the steps given below:

  1. Go to Autoresponders subtab, and click the relevant Autoresponder.
  2. Now, go to the relevant message and click the Edit link to make changes in the message content.
  3. Click the Proceed button.

Note

  • You can not edit an activated Autoresponder message. However, you can clone the message and edit the cloned content.

Clone Autoresponder Message

You can clone an Autoresponder message by following the steps given below:

  1. Go to Autoresponders subtab, and click the relevant Autoresponder.
  2. Now, go to the relevant content and click the Clone link.
  3. You’ll get a pop-up page to enter the basic details.
  4. Click the Save button to confirm.

Pause Autoresponder Message

You can pause a specific message by following the steps given below:

  1. Go to Autoresponders subtab, and click the relevant Autoresponder.
  2. Click the Pause button present in the message content.
  3. Click OK to confirm.

Disable Autoresponder

Disabling an Autoresponder will pause all the Autoresponder messages.

  1. Go to Autoresponders subtab, and click the relevant Autoresponder.
  2. Click the Disable button on the top of page.
  3. Click OK to confirm.

Delete Autoresponder

You can delete an Autoresponder by following the steps below:

  1. Go to Autoresponders subtab, and click the appropriate Autoresponder.
  2. Click the Delete button on the top of page.
  3. Click OK to confirm.

Related Topics

Workflow Automation

Top