LEARN MORE: Using an Autoresponder Series

Moderator

Taking the time to set up a series of automated emails saves you time in the long run and helps you stay engaged with your contacts over time. It may seem like a daunting task, but it doesn't have to be! First, take a look at your current email habits. If you find yourself sending the same email (or emails) over and over again to new contacts, an Autoresponder Series can help you.

 

Interested in automating your emails? Click here to view the full article in our Knowledge Base.

 

If you have questions, we have answers. Ask below!

12 Comments
All Star

Hello there :)

Is there a way to create a Rule, that removes someone from one list when they're added to another?

I'm tracking prospects through clickfunnels, and will commence an automated email series to them when they jump on the mailing list.... however if/when they purchase a membership and get added to my members mailing list, they need to be removed from the prospects list so they dont keep getting the same marketing content.

 

Can this be done? Thanks :)

Kaye

CTCT Employee

Hello @KayeW5,

 

Thank you for reaching out to us. I can definitely understand how a feature like this would make is easier for you to manage your lists. At the moment, we do not currently have a feature that would automatically remove contacts from one list when they are added to another. Although this is something we do not currently have, I'd be more than happy to pass along the feedback to the correct team for review. We love collecting feedback at all times, as we are always working on ways to improve our customers experience with the system. If you have any other feature that you feel would be beneficial for our system, feel free to pass them along. If you happen to have any additional questions, feel free to reach back out to us. Have a good day.

New Member

1- I am working on Birthdays and Anniversaries, I would like to check that they are only going out to the birthday or anniversary people for a particular month   

2- How can I see who my auto responder is sending the emails out to?

CTCT Employee

 Hi @RonL907,

 

The automated emails for birthdays and anniversaries will send out to any contact on any particular month, provided that they have the correct information in their contact details for these two fields. To check who the autoresponder is sending to:

 

  1. Click on Campaigns
  2. Click on the Autoresponder title
  3. Click on the number for Sent

 

Capture 1.png

 

This should take you to the reporting page that lists all the contacts that the autoresponder has sent to. If you wish to look at the specific months for these contacts, you can export the contact information of these contacts and look at birthday and anniversary information. For more information on these types of autoresponders, please click here. Please let us know if you have any further questions.

Member

Hi - thanks for this post! Q: Is there currently a way to trigger the auto-responder to tags? I need to send autoresponses specific to a  single product to invite customer feedback and recommend similar products. I'd rather not have 264 separate lists and corresponding autoresponders tied to our catalog of offerings. 

 

CTCT Employee

Hi @PSCC_BCS,

 

Thank you for reaching out to us through the Community. That is a great question! Unfortunately, at this time, it is not possible to have the autoresponders trigger to tags. We do appreciate the suggestion and I have submitted this request in to our developers for review. I do apologize for any inconvenience this may cause, but please let us know if you need assistance with anything else and feel free to send us feedback or suggestions regarding our product! Thank you!

Regular Visitor

how do I cancel autoresponder??  I do not want to delete the email I created and I tried to copy it but wouldn't let me?  thank you sharon

CTCT Employee

 

Hi @KristyC441

 

I'm glad to help you with your question regarding Autoresponders. I'd like to get more information from you. Could you provide us with more clarification about what you meant by cancelling an Autoresponder? Were you looking to recreate an Autoresponder email as a regular email? At this time, the email would have to be manually recreated in our product as we do not have a way to transfer the email from an Autoresponder to a regular email.

 

If this is not what you were looking to accomplish, please let us know and we'll be happy to further assist.

 

 

Occasional Visitor

Is there a way to remove a single contact from the que? I have an autoresponder set up for an event and would like to remove them from the promotion list where they would stop receiving the "Please Register" messages and move to a different sequence of "Don't Forget" messages.

 

Thanks!

CTCT Employee

Hello @DavidM72879,

 

That's a great question!  When the autoresponder tries to send to someone, it checks one more time to make sure that they aren't unsubscribed, and that they are still in the same list.  If you remove a contact from all of the lists associated with that autoresponder, they will stop receiving the campaigns that were queued for them.

I want to set up an autoresponder to send an email when someone clicks a link in another email. How can I do that? I'm very confused about the 'trigger email'; I don't want to send the same initial email out twice in order to start the series. 

 

Thank you!

CTCT Employee

Hello @PDXFederation,

 

Thank you for reaching out to us. I understand that the initial setup of an automation series can be a little confusing, especially when selecting a trigger for the series. You can in fact select a specific link from an email as a trigger for your series.

 

For more information on this I'd recommend checking out our article on creating an automated series. The particular section you're looking for is under: Contacts Engage With an Email > Steps 8 - 10.

 

If you have any additional questions or concerns, feel free to reply to this thread or create a new one and we'd be happy to assist.