Linked Emails or Auto-Responders
By default, auto-responders are created with an email that is linked to a global system template. A linked email cannot be edited as the email references a particular template. Linking the email to include all changes to the email that appears in various places. It should be managed in one place such as the Email Library.
Global templates cannot be edited but will allow creating various versions of the global template by unlinking a linked email. Unlinking a template enables one to edit the specific email and typically, all auto-responders linked to the same template. If changes are made to the template are made then all of the auto-responders will also change.
Every auto-responder starts as a linked email associated with the the global template. For every form/ landing page created, the default item will need to be deleted. Next from the menu, the user needs to:
- Drag in a New Email Prospect Action in to the workflow
- Select your new template (See image above)
- Link to the template. Linking ensures that, once you have multiple landing pages/forms, all changes are done in one place (the Email Library). (See image above)
To create your own autoresponder template:
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In an auto-responder, unlink the auto-responder email from the global template.
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Edit the Auto-responder
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Click Save to Library button at the top of the edited email (save it as Email Prospect Auto-responder)
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Exit the editor back into the workflow view
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Delete the Email Prospect action item
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Drag a new Email Prospect action item from the actions toolbar
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Click the action, click the 'New Email button' on the slider
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Choose the recently saved Email Prospect Auto-responder template from the account templates
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Choose Link
