Managing Autoresponders

Permission	Mass Email Leads, Contacts and Cases
Modules	Leads, Contacts and Cases
Available in	Enterprise Edition

In Zoho CRM, you can use the auto-responders for scheduling series of emails to your leads or contacts as part of the drip marketing. Once you receive a response from the lead or contact, you have to manually exclude the record from the next follow-up list. With auto-responders you can schedule five different series of emails and in each auto-responder you can setup up to five follow-ups.

Note: Using auto-responders, you can send up to 250 email per day.

Follow the steps given below to schedule auto-responders:

• Set up Web forms (Optional)
  
• Set up Custom Views
• Set up Email Templates
  
• Set up Auto-responder
• Exclude responded leads/contacts from the follow-up

1. Visitor submits demo request in Web form

2. Visitors information is stored in Zoho CRM - Manage Custom View for Filtering Contacts

3. Set up Email Templates for sending personalized Email to Contacts

4. Schedule Five-stage Auto-responder for the selected Contacts

5. Once the response is received, remove the contact from the next follow-up email

Setting up Web forms

Refer to: Managing Web Forms

Setting up Custom View

Refer to: Managing List Views

Setting up Email Templates

Refer to: Managing Email Templates

Setting up Auto-responder

To setup auto-responders

1. In Zoho CRM, select the Contacts tab.
   
2. In the Contacts Home page, click on the Auto-responders link.
3. In the Auto-responder page, click on the New Responder button.
4. In the New Responder page, under the Responder Information section, do the following:
1. Name: Specify name of the auto-responder
   
2. Record Type: Displays the module (Leads or Contacts) for which auto-responder is configured
   
3. Assigned To: Select the from ID of Zoho CRM User to be displayed in mass email.
4. Custom View: Select the custom view for setting up the target list for auto-responde
   
5. Select Folder: Select the folder to be used for storing the auto-responder
   
5. Under the Follow-up Information section, do the following:
1. Follow-up Date: Specify series of dates to trigger mass emails.
2. Email Template: Select the Email template to be used for scheduling auto-responder.
   
6. Click Save.
   

Excluding Contacts from Follow-up

After receiving reply from the recipient, you can exclude the corresponding lead or contact from the follow-up mail, and schedule next follow-up email only to the leads/contacts not responded.

To exclude record from the next follow-up

1. In Zoho CRM, select the Contacts tab.
2. In the Contacts Home page, select the view associated to auto-responder.
3. Select the contacts to be removed from the next follow-up email.
4. Click on the More Actions > Update Response link.
   
5. In the Select Responder page, select the auto-responder from the Responder Name drop-down list.
6. Click Save.