Autoresponders are the solution to send automated replies and follow-up emails to the clients. Once you receive a response from the candidate or contact, you have to manually exclude the contacts from the mailing list.
Note
To set up autoresponders
The autoreponder email will not be sent to the records for which the Email Opt Out is enabled.
Only when you clear the Email Opt Out check box in the Record's Details page, the autoresponder emails will be sent to those records.
The following table gives the list of fields and their description when Static option is selected.
Fields |
Description |
Follow-up Date |
Specify the follow-up date. The follow-up date is calculated with respect to the day when the autoresponder is initiated. |
Email template |
Choose the template from the drop-down list. |
From and Reply To |
You can choose any one of the email address from the drop-down list.
|
The following table gives the list of fields and their description when Dynamic option is selected.
By Day -Fields |
Description |
Recur every ___ day(s) |
Enter how often in days the autoresponder should be repeated. |
Recur everyday |
Select this if the autoresponder should be repeated everyday. Select the Start date (MM/dd/yyyy format) and time for the autoresponder. |
End by |
Select the End date for the autoresponder in MM/dd/yyyy format. |
No end date |
Select this if the autoresponder should continue repeating till you specify an end date. |
Choose Email Template |
Choose the template from the drop-down list. |
From and Reply To |
You can choose any one of the email address form the drop-down list.
|
Add Follow-up |
Click the link to add follow-ups for the autoresponder. Example: The autoresponder is initiated on 01-01-2010 and the follow-up dates specified are After 3 daysand After 10 days. In such a case, the first follow-up email will be sent on 04-01-2010 and the second follow-up email will be sent on 11-01-2010. |
By Week -Fields |
Description |
Recur every ____week(s) on S-M-T-W-T-F-S |
Enter how often in weeks the autoresponder should be repeated. Then, select the checkbox(es) that correspond to the day(s) of the week on which the recurrence should occur. |
Start by |
Select the Start date (MM/dd/yyyy format) and time for the autoresponder. |
End by |
Select the End date for the autoresponder in MM/dd/yyyy format. |
No end date |
Select this if the autoresponder should continue repeating till you specify an end date. |
Choose Email Template |
Choose an email template for the autoresponder from the drop-down list. |
Add Follow-up |
Click the link to add follow-ups for the autoresponder. Example: The autoresponder is initiated on 01-01-2010 and the follow-up dates specified are After 3 daysand After 10 days. In such a case, the first follow-up email will be sent on 04-01-2010 and the second follow-up email will be sent on 11-01-2010. |
By Month -Fields |
Description |
Day __ of every ___ month(s) |
Enter how often in months and on the specified date the autoresponder should be repeated. |
____ ____ of every month |
Select a particular day when the autoresponder should be repeated every month. |
Start by |
Select the Start date (MM/dd/yyyy format) and time for the autoresponder. |
End by |
Select the End date for the autoresponder in MM/dd/yyyy format. |
Choose Email Template |
Choose an email template for the autoresponder from the drop-down list. |
Add Follow-up |
Click the link to add follow-ups for the autoresponder. Example: The autoresponder is initiated on 01-01-2010 and the follow-up dates specified are After 3 daysand After 10 days. In such a case, the first follow-up email will be sent on 04-01-2010 and the second follow-up email will be sent on 11-01-2010. |
In Zoho Recruit, you can create various folders for a better organization of your autoresponders. This helps you to keep them classified under different categories for quick access.
To create folders
After receiving replies from the recipients, you can exclude the candidates or contacts from the follow-up, and schedule the next follow-up only to the candidates/contacts that have not responded.
To exclude records from the next follow-up
To exclude records before the autoresponder is initiated
The Mailing List will be available only after the autoresponder is initiated. In case you want to exclude some contacts from the mailing list, even before the autoresponder is initiated, follow the steps given below:
This option enables you to include all the contacts for the follow-up that you had excluded from the mailing list.
To include all the record for the next follow-up
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