AutoResponders

hello vipers let's talk about

autoresponders

autoresponders are essentially triggers

that launch automations which include

emails series texts and contact list

actions

in creating an autoresponder is usually

best done after all the other assets are

in place so therefore having your email

templates or series templates text

templates or any contact lists or signup

forms you're going to be working with

having all of that ready

and then you can lay out the

autoresponder logic so that the

automations are ready to go

and so to get started with

autoresponders you can go to the left

navigation menu and click on set on

autoresponders

and then

click the create button to start to

create it

uh and then from here you can just work

from the top down

step one is choosing the template in

question step two is going to be the

item type that is working with you know

contact list contact or opportunity

and then step three is choosing the

trigger itself

and so uh

as a first example let's uh let's make

it so that a series will be launched

every time a contact is added to a

specific contact list

so uh step one you choose a template

choose email series text or node

template so we'll choose series

and then choose the template itself

next we choose the item type contact

list contact or opportunity so in this

case we're working with a contact list

and then we choose the

specific contact list

and then from here we can choose the

trigger itself

and just kind of go through these

triggers that are here

you can use new contact added

so it'll launch every time that a new

contact has been added to that

monthly recurring send is where you can

set a specific

i've set a day of the month that it'll

be um sent

and uh and that'll happen every single

month and then date custom field is

where you can set a specific date uh for

when so it'd be like once a year

basically that it'll uh it'll be sent

based on a custom field that is set on a

contact level so a classic version of

this is a birthday sent you can add your

contacts birthdays to their contact

record as a custom field and then an

email will be sent to them every uh

every time their birthday comes up

so for now we're just gonna do new

contact added

and this is all set

save autoresponder and now that has been

added

now another type that we should go

through

is uh is that of opportunities because

opportunities work a little bit

differently so let's um

let's set it so that a

uh

that a an email will be sent

every single time

a an opportunity is added to a given

opportunity stage so this is very much a

sales automation

uh that we're that we're setting up here

and so let's choose a template type

email

we'll just choose the email in question

item type so we're gonna be selecting

opportunity

and then we can set all of this right

here and by the way this is going to be

the going to the primary contact so if

you have multiple contacts that are in

an opportunity it'll only be the primary

who receives this

so opportunity stage change

and here this is going to list out every

single

opportunity stage you have so you'll see

like right there on

investment pipeline

or prospecting you know those are the

actual pipelines and then what you see

on the left here is the actual stage

so

under prospecting let's say

when

an opportunity is one

and um also note here that you can also

have that primary contact added to a

contact list so potentially you could

create a sales automation so that

a uh a welcome aboard email is sent

when a deal is won and they also get

added to the company newsletter

so you do something like that and have a

newsletter contact list that's added

also note right here cancel any existing

series for opportunity primary contact

so

if you have some sort of like you know

email drip that's been going to them

this whole time

and

it's a moot point now that you've earned

their business you can have it so that

existing series are canceled

let's also look at this right here no

template for opportunity type only

and so what this does is it allows you

to take advantage of some of this

automation right here that i was just

discussing

without them receiving anything new so

they won't receive that email that i was

just talking about or anything like that

instead

you're just simply able to take

advantage of the ability to

have the logic of

opportunity goes into a certain stage

and therefore

a

therefore they're added to a list and or

existing series are cancelled

one last thing to go over

because this can be a little bit

confusing to some people

is

sign up forms as they pertain to

or sorry autoresponders as they pertain

to signup forms

so

let's just take a look at

this right here you'll see that

autoresponder tab

under your signup form

and you can actually create signup forms

or you can create autoresponders from

here

and so um

what you'll note right here is that this

step two has already uh been filled out

and

if you are creating a

an autoresponder for

a given signup form and you're creating

it from here whatever you have right

here is actually going to be the correct

choice because

uh our system kind of creates or

considers uh contact lists and signup

forms is kind of being one of the same

because after all

signup forms have

lists of contacts that are automatically

or that are added to them and they're

basically a list of contacts

you know to themselves so

what you want to see is contact list

and the name of the signup form right

here

and you're good to go that that this is

going to be all logic that is applied to

this given signup form right here

um

so just something to consider there

uh so hopefully this has been helpful if

you guys have any questions about using

autoresponders

absolutely reach out to us and we will

be more than happy to help