Add a temporary new lead auto-responder during holiday hours

Add a temporary new lead auto-responder during holiday hours

You can have a temporary auto-responder go out to new leads while you are closed for holidays.

IMPORTANT: These instructions are ONLY for clients who do not already have a live Default Procedure Marketing Campaign.  If your Default campaign is already live we recommend that you use a blast campaign model similar to the one described in Set up an emergency alert to send quickly to everyone

First, go to Preferences> Communication Builder and create the email.
  1. Click the Add Email button
  2. Right underneath the Email Message title use For the traditional WYSIWYG Editor. Please Click Here.
  3. There are many FAQ articles available for creating content; click Support> Knowledge Base to see them. Just keep things simple and you'll be fine.

Then go to Preferences> Campaign Builder, which is like an 'envelope' for your email message. 
  1. Find and click the Default campaign under Procedure Marketing.
  2. Click Next until you get to the drag-and-drop screen.
  3. Click and drag the Email button into the white space. A pop-up will appear.
  4. Choose your message and timing (for example, you can send it one hour after a lead is posted).
  5. Click OK and click Save at the bottom of the page. You'll be taken to the last step of the setup.
  6. On the left, click the green Activate button. You'll see a message about it taking up to eight hours to query the database. Don't worry about it.
  7. Go back to Preferences> Campaign Builder and be sure your Default campaign now has a green icon next to it and says Active.
When you return from holiday, be sure to deactivate your Default Procedure Marketing campaign to stop the message. 
  1. Go to Preferences> Campaign Builder
  2. Find and click the Default campaign under Procedure Marketing.
  3. Click the orange Deactivate button 
  4. Go back to Preferences> Campaign Builder and be sure your Default campaign now has a red icon next to it and says Pending

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