Creating an Auto Responder

A step-by-step guide to creating an auto responder.

Messaging > Auto Responsders



In order to create an Auto Responder, you have to have a minimum of one publication with a valid sender and one auto responder category already created in your application.

1. Open the "Create" Page

Click the Create button at the upper-right corner of the "Auto Responders" page.


2. Fill in the Variables

  1. Choose the desired Publication from the drop-down menu.

  2. Choose the desired Auto Responder Category from the drop-down menu.

  3. If desired, choose a Template from the drop-down menu.



Using a Template when creating an Auto Responder is not required, but it will allow you to input just the content. This content will be automatically inserted into the Template at the predefined location.

  1. If not using the default sender for the chosen publication, choose the desired Sender from the drop-down menu.

  2. If associated to an effort, input the Effort Identifier in the Effort ID field.

  3. Input the desired Name of the Auto Responder. This name is used for internal reference and not sent as part of the e-mail.

  4. Input the desired Subject for the Auto Responder in the Subject field.

  5. Input the desired Preview Line for the Auto Responder in the Preview Line field.


Preview Line

The Preview Line is a short blurb that will appear next to the Subject line in the recipient's inbox. Not all email providers support Preview Lines. Even when preview text is supported, no two inboxes look the sameโ€”both placement and character count vary. Refer to this guide for more info on the Preview Line and how to implement it:

  1. Choose whether you want the newly created Auto Responder to be Active or not.

  2. Choose whether you want the newly created Auto Responder to be the Default Auto Responder for the Publication and Auto Responder Category combination.

  3. Click the Next button to continue.

3. Add Content

  1. Type your content into the editor window.


Using a Template

If you chose to use a Template, this content will be injected into the template. The next step will show you a preview of what the Auto Responder looks like inside of the Template.

  1. Click the Next button to continue.

3a. Send a Test Email

At any time when writing content, you can send a test email by clicking the Send Test Email button on the lower-right. This will bring up a form to allow you to choose what email address to send the test to and fill out any custom variables that you may have added to the auto responder.


4. Confirm and Save

  1. Review the auto responder that you just created.

  2. Click the Save button to finish creating your auto responder.