Add SMTP Server
To setup an auto responder, first make sure you have an SMTP server added to your account. (Admin > Plugin > SMTP Maintenance)
Once plugged in you can then test the SMTP to make sure it is working properly by clicking on the ENVELOPE and entering in your email in the dialogue box.
NOTE: The most common error is authentication failed which is typically a credential issue. Please recheck to make sure your credentials are entered correctly.
Create Autoresponder within Campaign
Go into the campaign in which you would like to connect this SMTP account to.
Go to CRM > Campaigns > Then click edit on the campaign you wish to set the SMTP account on.
Scroll down to the Auto-Responders section and click on the green + button to add an SMTP account.
This will bring you to a dialogue box in which you can choose the SMTP you would like to use as well as the event name, the products, email subject, and which billing cycle you would like it to fire on.
Event Name
All Order - Every complete order will trigger this auto responder
All Fulfillment - Every fulfillment made will trigger this auto responder
Cancellations - Customers who cancel a subscription will trigger this auto responder
Initial Order - Only the first order will trigger an auto responder
Initial Fulfillment - Only the first fulfillment will get an auto responder
Recurring Order - Only recurring orders will trigger this auto responder
Trial Completion - An email will be sent when a customer's trial has completed
RMA - When an RMA is issued for a customer then this auto responder will trigger
Pre Billing - Customers will receive this autoresponder prior to their rebill
Refund - Triggered when a customer gets a refund
Void - Triggered when a customer gets a void
Express Consent - This is event is for offers that must abide by the Express Consent rules
Tracking Number Assigned - Will trigger once the fulfillment record has a tracking number assigned
Rerun Initial Success - Will send if an initial order declined but is reran successfully
Billing Cycle - Set a cycle # so the email send on that cycle only. Leave blank to send on all cycles.
Product - Choose a specific product which will trigger the autoresponder, or set to All Products to send a single email containing all products the customer purchased.
Attach Signed Customer Contract PDF - Will attach the PDF of your terms and the customers info. /wiki/spaces/CC/pages/2098103723.
Send for Express Consent only - Will only send the email to customers where Express Consent is required.
Email Subject Line - What the customer will see the email titled as in their inbox.
Click submit to generate the autoresponder, then click the blue edit button to go into the autoresponder to edit it for customization.
Use the tool bar and editor to make edits to the template. You can also use the Advanced builder to create your autoresponders. You can add tokens if you want other fields to populate in your Auto Responder.
After you make your edits you can click the Preview button to see an example of what your auto responder will look like, or you can click Send Test to send a test email to yourself.
Additional Event Triggers
Recycle Failed email only: Create a Rebill Declined autoresponder and set billing cycle = 999.
Pause ending email only: Create a Pre Billing autoresponder and set billing cycle = 999. You can still set the number of days. That will send only when the pause is ending.