Autoresponder Campaign - Add Message |
1. Enter the email subject in the Subject textbox.
2. Enter the Day the email will go out. The number you enter in the Day field is the number of days after the prospect is added to the Category or Campaign.
3. Select Yes or No from the drop-down.
● Active = No sets the email to not send
● Active = Yes sets the email to send
4. Enter and format the email content in the HTML Editor window.
● Use merge information in your content where appropriate. To insert a merge field in the email, place your cursor in the HTML Editor window on the line where you want to insert the merge. Click the Merge Fields drop-down to expand the drop-down and select the merge field you want to insert.
● Here are some important tips about the merge information. If the merge field option has “Account” at the beginning of it, then it is Account Holder/Site Owner data. If the merge field option does not have “Account” at the beginning of it, then it is Contact data.
IMPORTANT NOTE: Don’t click any buttons to format where you place your cursor before inserting a merge field. In other words, don’t center or format the text before inserting the merge field. If you do, the HTML Code for the formatting will keep the merge information from displaying correctly. You can format the text after you insert the merge field.
5. Click the Save button to save the email message and return to the Autoresponder Campaign - View Messages screen.