The Auto Response rule feature enables you to send automated emails when Associates for the custom modules are generated through web forms. When a temp is brought in through web forms, you may want to send appropriate emails to them with different types of requests. In such cases, you can create an auto response rule with specific rule criteria. When the criteria is satisfied, the corresponding email is sent. You can create numerous auto response rules but only one auto response rule can be active at a time.

Note

• When the details gathered through the web form does not satisfy the Auto Response Rule criteria, then the email template (acknowledgment email) selected while creating the web form will be sent.
  

Availability

Profile Permission Required: Users with the permission to create web forms can access this feature.

Create Auto Response Rule

1. Go to Setup > Portal Setup > Auto Response Rules.
   
2. In the Auto Response Rules page, select the module from the drop-down list.
   
3. Click + Create Rule.
   You will be able to create the auto response rule for the selected module.
4. In the
   Create Auto Response Rules for Web to [Module] page, do the following:
   
   • Enter the Rule Name.
     
   • Select the check box to activate the rule.
     
5. Click Save.

Note

• Once the rule is created, you need to define the criteria (i.e. create rule entries) based on which the email template will be sent to the visitor who submits the web form.
  

Create Auto Response Rule Entry

To create auto response rule entry

1. Click Setup > Webforms > Auto Response Rules.
   
2. In the Auto Response Rules page, click on the rule for which you want to create the rule entry.
   
3. In the Auto Response Rules for Web to [Module] page, click Create Rule Entry.
   
4. In the
   
    
   Rule Entry
   
    
   page, do the following:
   
   • Specify the Rule Criteria.
     
   • Choose an Email Template from the drop down list or if you do not have email templates created for the module, you can click on the + Create Template link.
     
   • Next you have to enter the email addresses in the From and Reply to fields.
     
     Here you can choose one of these option in the drop-down list:
     
     • your account email address
       
     • organization email address
       
     • email address of the record owner
       
     • other user's email address
       
5. Click Save.

Note

• When the details gathered through the web form does not satisfy the Auto Response Rule criteria, then the email template selected while creating the web form will be sent.