Smart series autoresponder

Smart Series

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Understanding smart series autoresponder

Smart series autoresponders trigger when a subscriber enters the mailing list associated with the smart series. This autoresponder will only send messages to subscribers that have signed up before the message is scheduled to go out. You can also send archive links of previous messages to new subscribers. 
Anyone who signs up to your mailing list before the series begins will receive every message of the series. If someone signs up after the series has started, they'll receive every scheduled message from the date of their signup.

User Scenario is an online dictionary and thesaurus run by Ted. He has embedded a sign up form in his website enabling subscription to 'Word of the Day'. He wishes to send a different word everyday to his subscribers and for this he creates a series of emails for a whole month and wants to automate it. He sets up a Smart Series Autoresponder where he defines messages and schedules date and time. Thus every subscriber will receive the email scheduled after they sign up.

Create a smart series autoresponder

  1. From the Navigation Toolbar choose Automation and select Autoresponders.
  2. Click Create Autoresponder. Mouse over the Smart Series 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.
  4. Click Create

Create message series

Creating your first message

  1. Click Create Message button. 
  2. Add message details and content.
  3. Click Send for Review to send your message to our spam compliance team.

Creating followups

  1. Click Create Follow-up Message
  2. Add message details and content.
  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 after how many days from the first message you want to send the followup.

Once created, your autoresponder will be enabled. You should set a date and time to start your autoresponder. It is at this date and time the first message of your series will be sent. The follow-ups are scheduled based on the first message and will be sent out accordingly. You need not start every message separately; however you can cancel the schedule of any message and reschedule it based on your need. To stop the whole series you can disable the autoresponder.  

Archiving previous messages

The smart series autoresponder allows you to send links of previous messages to new subscribers using the template editor.

To attach links to previous messages in your campaign:

  1. In the template editor, click Archive link component.
  2. Select either ordered list or unordered list. A popup will appear.
  3. Remove the messages that you do not want to include and edit the message subjects if needed. When you're finished, click Next.
  4. Reorder the messages if you need, then click Okay.

Managing autoresponder messages

To edit the message schedule:

  1. Click the Edit icon to the right of your message.
  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.
  • Schedule after one day means your message will be sent exactly 24 hours from the previous message.

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.


  • Only an email in draft can be edited.
  • Any changes in the message 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 an email 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.

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 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 top of the screen.

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.

Sending campaigns to autoresponder opened and clicked recipients

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

  1. From the autoresponder timeline, navigate to the Reports section and click Create Campaign button.
  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.

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