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AutoResponder

Introduction

The AutoResponder function of V4.1™ automatically sends messages to your customers after certain actions, like the completion of a form. Three standard messages are included in V4.1, and you can add as many other messages as you would like, each triggered by a different event.

• The AutoResponder Manager
  

• Attaching an auto-response to an activity

The AutoResponder Manager

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The AutoResponder Manager is located within the WebChannels tool. Within the AutoResponder Manager there are several options.

The AutoResponder screen

New
This option allows you to create a new AutoResponder message.

1. Select New. The AutoResponder editor window will appear.

The AutoResponder Editor window

2. Fill in the text fields with the appropriate text.

• In the text box titled Name of AutoResponder message, create a name for your auto-response. This is for your use only; the recipient does not see this name.
  

• In the text box titled From, enter the e-mail address to which you want replies sent.
  

• In the text box titled Subject, enter the word or phrase that you want to appear on the subject line of the e-mail.
  

• In the text box titled Your message, enter your e-mail message.

3. When you are satisfied with the message you have created or edited, click Done. Your auto-response will be saved and you will be returned to the AutoResponder Manager screen.

You can select Preview to view the message as your visitors will see it.

If you don't want to save your auto-response, click Cancel. You will be returned to the AutoResponder Manager home page.

Edit
This option allows you to edit an existing auto-response.

1. From the drop-down list of existing auto-responses, select the one that you want to edit. The list includes the four pre-formatted auto-responses and any others that you have created. The four pre-formatted auto-responses include:

• Password Response - This is for use when you distribute passwords to your customers.
  
  

• Fulfillment Response - This is for use after you have fulfilled a customer's order, and you want to let them know that their package is on its way. This auto-response includes fields that are automatically filled in with each customer's personalized information. The fields that are automatically filled out are enclosed in < >.
  
  

• Purchase Response - This is for use upon completion of a customer purchase. This auto-response includes fields that are automatically filled in with each customer's personalized information. The fields that are automatically filled out are enclosed in < >.
  

• Encrypted Response - This response allows you to receive information about any new orders via e-mail. This response is sent encrypted & therefore requires that we have your public PGP key on file. For more information about setting this up please contact Technical Support. This response should only be used if you are processing your credit card transactions manually & have chosen not to use real-time credit card processing.

• Merchant Response - This response allows you to receive information about any new orders via e-mail. This response differs from the encrypted response as it does not contain any customer data. This autoresponse is not setup for you automatically. To set this autoresponse up do the following:
  
  1. Click on New
  .
  2. In the Name of Auto-Response box enter the following: Merchant Response. Please Note: Merchant Response needs to be entered exactly as shown otherwise it will not recognize it as a valid Merchant Response.
  
  3. Click Done.
  
  4. Click on the Merchant Response from the list of Auto Responses & click on the Edit button.
  
  5. Place a check in the box labeledSend this Auto-Response upon Product Purchase.
  
  6. Click Done.

2. Click Edit. The AutoResponder Editor window will appear.

3. Fill in the text fields with the appropriate text.

• In the text box titled From, enter the e-mail to which you want replies sent.
  

• In the text box titled Subject, enter the word or phrase that you want to appear on the subject line of the e-mail.
  

• In the text box titled Your message, enter your e-mail message.

4. When you are satisfied with the message you have created or edited, click Done. Your auto-response will be saved and you will be returned to the Create/Edit an Auto-response Message screen.

You can select Preview to view the message as your visitors will see it.

If you don't want to save your auto-response, click Cancel. You will be returned to the Create/Edit an Auto-response Message screen.

Remove
This option allows you to remove an auto-response from your list of created auto-responses.

1. Select the auto-response that you want to remove.

2. Click Remove.

Done
This option will return you to the WebChannels main page.

Attaching an auto-response message to an activity

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1. Login to WebWizard, Click on the Update Tab & choose Product & Channel Data
   

2. Select Add/Edit Form Action from the WebProfiler menu in the WebWizard toolbar. The Profiler Form Editor window will appear.

The Profile Form Editor

3. Select the form you want to change from the Form to Change drop-down menu.

4. Select the desired auto-response from the AutoResponder drop-down menu and click the checkbox.

5. Click Update. You will be returned to the WebWizard Editor and the actions will be applied to your form.