Zoho Recruit | Auto Responders

Auto Responders

Set up Autoresponder

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

  • This feature is available only in the Enterprise edition of Zoho Recruit. 
  • You can set a maximum of 3 autoresponders and a maximum of 5 follow-ups per autoresponder.
  • You can send a maximum of 750 mass emails per day, per company.
  • Custom view selected for the autoresponder must contain new data. If you select a custom view in which data is not new, autoresponder will send the first email to the same old data during subsequent iterations. For example, you can select custom views "Today's Candidates" and "New This Week Contacts" instead of "All Open Candidates" and "Recently Created Candidates". In the Today's Candidates view, data is always updated with the today's data whereas the data in All Open Candidates view may not change frequently.
  • While setting up Dynamic type Autoresponders, always select the Custom Views according to the options in the Recurrence Pattern section. If you set the recurrence pattern as By Day, make sure your data in the selected custom view is new every day. Similarly if you select By Week, your data must be a new one for that week before the autoresponder is initiated. If the data used is old, autoresponder will send the first email to the same data during subsequent iterations.
  • While executing the autoresponder, system cannot identify the duplicate records. Hence, you are recommended to check for the duplicate contacts and merge with the primary record, before setting up the autoresponder.
  • At present, you cannot track the response when customer responds to your email. Hence, you have to manually select the contacts from the mailing list to exclude them from the next follow-up.
  • Use the unsubscribe form in the autoresponder email templates. By using unsubscribe form, you can allow the recipients to opt out from your next follow-up and avoid Anti-SPAM complaints. 
  • This feature is available only for the Candidates and Contacts module. 

To set up autoresponders

  1. Click the Candidates/Contacts tab.
  2. In the Candidates/Contacts Home page, click Candidates/Contacts Tools Autoresponders.
  3. In the Autoresponders page, click Create Autoresponder.
  4. In the  New Autoresponder page, under the  Autoresponder Details section, do the following:
    • Enter the Name of the autoresponder.

    • Select the owner of the records from the Assigned To pick list.
      By default, the field displays the name of the user who creates the autoreponder.
    • Select the Custom View to set up the recipient list for the autoresponder.
    • Select a Folder for the autoresponder.
    • Select  Static or  Dynamic and specify the corresponding details. (Refer the table for the list of standard fields)
      • Static- Autoresponder in which the Follow-up happens on a fixed date.
      • Dynamic - Autoresponder in which the Follow-up happens on predefined intervals set by you.
    • You can add follow-ups if needed. After selecting the email template in the follow-up, you will be prompted to enter the  From and  Reply to email addresses. Here you can choose:
      • account email address
      • email address of the record owner
      • the organization email
  5. Click Save.
Note

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.
  • Your email address
  • Organization Email address
  • Email address of the record owner

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.
  • Your email address
  • Organization Email address
  • Email address of the record owner
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.

Create Folders

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

  1. Click the Candidates/Contacts tab.
  2. In the Candidates/Contacts Home page, click Candidates/Contacts Tools Autoresponders.
  3. In the Autoresponders page, click Create Folder.

  4. In the  Create Folder page, do the following:
    • Enter the Folder Name.
    • Enter the Description.
    • Under Accessibility Details, select the option to specify the accessibility to the autoresponder feature.
  5. Click Save.

Excluding Contacts from Follow-up

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

  1. Click the Candidates/Contacts tab.
  2. In the Candidates/Contacts Home page, click Candidates/Contacts Tools Autoresponders.
  3. In the Autoresponders page, click the Update Response link corresponding to the autoresponder.
  4. In the Mail Sent List overlay, select the candidates/contacts to be excluded from the next follow-up.
  5. Click Update Response.
    Note that the Update Response option is available only for the Dynamic type autoresponders.

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:

  1. Click the Candidates or Contacts tab.
  2. In the Candidates/Contacts Home page, select the check box(es) corresponding to the records that you want to exclude.
  3. Click More Actions Update Response.

  4. In the Select Autoresponder popup window, select the autoresponder from the drop-down list.
  5. Click Save.

Including all Contacts in the Follow-up

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

  1. Click the Candidates/Contacts tab.
  2. In the Candidates/Contacts Home page, click Candidates/Contacts Tools Autoresponders.
  3. In the Autoresponders page, click the Reset link corresponding to the autoresponder.

    Access your files securely from anywhere

      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
        Redefine the way you work
        with Zoho Workplace

          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 Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION









                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              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

                                                                                                              • Auto Response Rule for Webforms

                                                                                                                The Auto Response rule feature enables you to send automated emails when candidates and contacts for the custom modules are generated through web forms. When candidates are generated through web forms, you may want to send relevant emails to the ...
                                                                                                              • Skills and Skill Sets

                                                                                                                Skills refer to the specific abilities, proficiency, and expertise that a candidate possesses, which make them suitable for a particular job or role. In Zoho recruit, skills can be added to a candidate's profile as tags or keywords, allowing ...
                                                                                                              • Configuring Zoho People

                                                                                                                The integration between Zoho Recruit and Zoho People is a dynamic solution designed to unify and streamline the recruitment process from start to finish. By bridging these platforms, it enables a seamless transition from candidate sourcing and ...
                                                                                                              • Approval Process

                                                                                                                Introduction As a recruiter, you may encounter several instances in your organization’s hiring process where certain actions need the approval of one or more senior decision-makers. For instance, recruiters may need the hiring manager’s approval for ...
                                                                                                              • Integrate RingCentral with Zoho Recruit

                                                                                                                Set up RingCentral Integration RingCentral is a Cloud phone system, unlike regular on-premise systems. The advantages of integrating RingCentral with Zoho Recruit include:: When you receive an incoming call from or initiate an outgoing call to a ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  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