Understanding cyclic autoresponder

If you want to send messages at periodic intervals, you should make use of the cyclic autoresponder. This autoresponder enables you to create and send messages on a daily, weekly, monthly, or yearly basis.

User Scenario

Lini owns a restaurant. Her Friday nights are usually a bit slow, so she has set up a cyclic autoresponder to recur every Friday with a special offer for a deal on her food. She creates an email detailing her offers and sends it to her leads every Friday. Two months later, Friday nights are booming.

Create a cyclic autoresponder

1. From the Navigation Toolbar choose Engagement and select Autoresponders.
   
2. Click Create autoresponder. Mouse over the Cyclic autoresponder 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 leads.
     
4. Click Create
   

Create cyclic series

1. Click Create series.
   
2. Build your series by providing the following details:
   
   • Series name - for future reference.
     
   • Recurring period - choose from yearly, monthly, weekly or daily recurring frequency.
     
   • Select the day and time you want to send your message.
     
3. Click Proceed.
   
4. Add message details such as basic info, content, etc.
   
5. Once the content is ready, you can send the message for review by clicking the Send for review button.
   

Once you've created the series configure content for the next message of the series if you need to send a different email content. To start sending your autoresponder messages click Activate.

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.
   

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.
   

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.
   

To delete a series:

1. Navigate to the message you want to delete.
   
2. Click the Delete icon in the top-right corner.
   
3. Click Delete to confirm.