Cyclic autoresponder - Online Help | Zoho Campaigns

Cyclic Autoresponder

Understanding cyclic autoresponder

If you want to send messages at periodic intervals, you should make use of the cyclic autoresponder. This autoresponder enables you to create and send messages on a daily, weekly, monthly, or yearly basis.

User Scenario

Lini owns a restaurant. Her Friday nights are usually a bit slow, so she has set up a cyclic autoresponder to recur every Friday with a special offer for a deal on her food. She creates an email detailing her offers and sends it to her contacts every Friday. Two months later, Friday nights are booming.

Create a cyclic autoresponder

  1. From the Navigation Toolbar choose Automation and select Autoresponders.
  2. Click Create Autoresponder. Mouse over the Cyclic and click Create.
  3. Fill in the following information:
    • Name the autoresponder for your future reference.
    • Select a mailing list that should be associated with your autoresponder. If necessary, you can create a new mailing list.
    • Select segment of the mailing list if you want to send messages only to the segmented contacts.
  4. Click Create.
    Create cyclic autoresponder

Cyclic autoresponder has two views: the kanban view, and the calendar view. You can toggle between these two views using the switch in the top-right corner.
Calender view autoresponder

Kanban view autoresponder

Create cyclic series

  1. Click Create Series.
  2. Build your series by providing the following details:
    1. Series Name - for future reference.
    2. Recurring Period - choose from yearly, monthly, weekly or daily recurring frequency.
    3. Select the day and time you want to send your message.
  3. Click on the button Proceed.
  4. Add message details such as basic info, content, etc.
  5. Once the content is ready, you can send the message for review by clicking the Send for Review button.
Once you've created the series configure content for the next message of the series if you need to send a different email content. To start sending your autoresponder messages click Activate.
Note: You can configure different content for every message of the series. If not configured the content of the previously sent message will be sent again.
Create series
Create autoresponder message

Managing autoresponder messages

To edit the message schedule:

  1. Click the Edit icon to the right of your message.
  2. Select a time to send your message, then save your changes.
Notes:
  • Any timing changes may take up to 24 hours to take effect.
  • It may take up to 30 minutes from the scheduled delivery time for the autoresponder message to be sent.
  • Schedule after one day means your message will be sent exactly 24 hours from the previous message.
Edit autoresponder

To edit an email:

  1. Click the More icon next to the email you want to edit.
  2. Select Edit from the list.
  3. Make the intended changes and click Save.
Notes:
  1. Only an email that is not sent out can be edited.
  2. Any changes in the message content must be sent for another review.

To delete an email:

  1. Click the More icon next to the email you wish to delete.
  2. Select the Delete option. A pop-up window will appear asking you to confirm. Click Delete to confirm.
Note: Only an email in draft can be deleted.

To delete a series:

  1. Navigate to the message you want to delete.
  2. Click the Delete icon in the top-right corner.
  3. Click Delete to confirm.
Delete autoresponder

Sending campaigns to autoresponder opened and clicked recipients

You can send campaigns to recipients who have opened and clicked your autoresponder messages.
  1. From the autoresponder timeline, navigate to the Reports section and click Send email button on the top-left corner of the screen
  2. Select from the options Opened or Unopened from the drop-down menu.
  3. Select from the options All messages or Any message from the drop-down menu.
  4. Click Create.

You can now create the message, configure content and schedule the campaign.


    Zoho DataPrep Personalized Demo

    If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

    Zoho CRM Training

      Create, share, and deliver

      beautiful slides from anywhere.

      Get Started Now





              Zoho CRM Training Programs

              Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

              Zoho CRM Training


                  Zoho TeamInbox Resources




                            Zoho DataPrep Resources

                              Zoho DataPrep Demo

                              Get a personalized demo or POC

                              REGISTER NOW


                                Design. Discuss. Deliver.

                                Create visually engaging stories with Zoho Show.

                                Get Started Now











                                                      • Related Articles

                                                      • Email Action Autoresponder

                                                        Understanding email action autoresponder Gaining and retaining contacts is about creating a personalized experience for your reader. Email-action based autoresponders allow you to send targeted messages and follow up with contacts based on their ...
                                                      • Smart Series

                                                        Understanding smart series autoresponder Smart series autoresponders trigger when a contact enters the mailing list associated with the smart series. This autoresponder will only send messages to contacts that have signed up before the message is ...
                                                      • Closed Group Autoresponder

                                                        Understanding closed group autoresponder Closed group autoresponder is a series of automated messages sent to a fixed group of contacts within a mailing list or segment. They are widely used in product and event promotions. Let's go over closed group ...
                                                      • Calendar Autoresponder

                                                        Understanding calendar autoresponder The calendar based autoresponder is a platform where you can predefine the campaigns that you would like to send throughout the year. Listed below are few scenarios where calendar autoresponder can be made use of. ...
                                                      • Can I set up end-of-series actions for an email-action autoresponder?

                                                        You cannot configure end-of-series actions for this type of autoresponder. Because the email-action autoresponder is based on recipient activity, the end of the series cannot be determined. 

                                                      Resources

                                                      Videos

                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                      eBooks

                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                      Webinars

                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                      CRM Tips

                                                      Make the most of Zoho CRM with these useful tips.



                                                        Zoho Show Resources