Respond when a new contact is created.
To create an action-triggered Respondr, log in and go to Respondrs. Click the "+" button on the top left side of the screen.
Step 1: Channel
Currently, only the email channel is available, as shown here. Support for other channels, including SMS/MMS, Facebook Notifications, Facebook Open Graph, iOS and Android push notifications, is coming soon.
Step 2: Setup
The following fields are available for all Respondrs:
- Tags *
* Tags are optional and can be used to filter Respondrs. All other fields are required.
Enter the Respondrs information in the appropriate field. Click Next.
Step 3: Trigger
To respond when a new contact is created select "Action Triggered". The following fields are required:
- Send - Select when the Respondr will be sent (e.g, 1 day).
- After a contact - Select "is created" to respond to a new contact.
Step 4: Sequence
A message sequence (sometimes called a "drip program") will go out in response to the pre-defined action. This takes the form of (1) an initial response and (2) one or more followup responses.
Select a Template from the drop down for the initial response. If you do not want to add any followup responses, click Next and continue to step 5.
Click Add Response to open a dialog and set up followup responses.
Select channel, template and when to send the response. Click Save. Repeat to set up any additional followup responses.
Step 5: Suppression
Suppression allows you to make sure your customers do not receive too many Respondrs in a specific time period. If you select "Always send" then the Respondr will always be sent. Once suppression is set up click Save.
To enable/disable a Respondr, simply click the on/off toggle on the main Respondrs page.