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Auto-Responders

When someone joins your list you probably want to nurture that relationship so that they will eventually become a product buying, money paying customer. Am I right?

We offer two ways of doing this, Autoresponders and Automations

Autoresponders are simple emails that are sent based on a specific number of days after someone joins a list. 

Automations give you a bit more flexibility, being able to schedule those emails based on a specific date, number of weeks or months for example. 

If you're using an autoresponder, you can link it with triggers, or release pages via the standard auto-publish. If you're using an automation, you can do these same steps - however, they would be separate action steps in your automation. 

If you're not sure which one is the best fit for you, check out this guide.

Auto-Responders

Auto-responses are available for lists and products.

You'll normally always have at least one auto-response, which is sent out immediately after the person subscribes or purchases.

This is the "thank you" email, congratulating people, telling them they're awesome for signing up. You always want that. (And making it a little fun and more personal helps.)

In addition to that, though, you can add as many additional auto-responses as you'd like, emails that are spaced out over time as you determine it - 1 day later, 2 days later, 7 days later, … anything you want.

This is a nice way to give people encouragement along the way, to drip-deliver content that they need time to consume, and to stretch the engagement over a longer period of time, thus increasing the impact. I'm using the auto-responder feature of Simplero for this very email.

In an auto-response, you can link to media files or just deliver content within the email itself.

Creating an Auto-Responder

  1. Select Contacts > Lists or Sales > Products from your Simplero Dashboard
  2. Select the List or Product you want to create an auto-response for
  3. Select the Auto-Responses tab
  4. Click the blue + Add auto-response button



  5. Enter the Subject and When to send your auto-response and click the Add auto-response button.

    Complete_auto-response_field
  6. Complete your auto-response information.



    • Subject - What customers see
    • Internal Subject - What admin screen calls the email (only you can see)
    • Email body - Type the email you want for this auto-response
    • Triggers: This section is not required for an autoresponder but it does allow you to have the system perform an automated action when an autoresponder is sent. See our guide on triggers for more information about how they work. 
    • Click the blue Save changes button
  7. Then when you are ready to make your auto-response active, click the little grey button that says Draft and it will change to Active


Should you need to re-order your auto-responses you can simply change the number of days that it will go out or you can grab the whole auto-response by clicking the dots next to the subject line and dragging and dropping it where you want. 

Re-order_auto_response

What happens when you change auto-responses while people are already on the list?

Auto-responses are sent out to people who are supposed to receive them on any given day.

What that means is, if someone signed up exactly 7 days ago, and you add an auto-response that will go out 7 days after signup, they'll get that now.

If you add one that goes out 8 days after signup, they'll get it tomorrow.

If you add one that goes out 6 days after signup, they'll have missed it.

For the recipients that have missed an auto-response in this way, you can go view the auto-response in your admin interface and see how many people missed it, ie. they've been subscribed longer than when they should've received this, but they still haven't.

Next to that number is a button that will send that auto-response to those recipients right now.

Creating an Automation

We have a series of guides all focused on automations here.

Automations are used to build out a sales funnel, drip content for your Evergreen program, or even simply send out a series of emails like autoresponders. There are times when it is better to use an automation instead of autoresponders.

One case is if you want to exclude people from getting the autoresponders. For example, if your list's autoresponders purpose is to get people from your list to a specific product(s) and you want to exclude the people who have purchased that product then you would want to use an automation - that way as people purchase that product, you can stop the series of emails. 

A second example would be if you want multiple sublists in your account to receive the set of autoresponders, then you may want to consider just creating them into an automation and setting each list with a trigger to start that automation. 

Converting an Existing Autoresponder Series to an Automation

We know that many of you have your autoresponders currently set up for your products and lists and the thought of copying them all over to an automation sounds time-consuming. Don't worry, it's not! And it will be well worth the time to have all the flexibility that automations provide. Here's how to do it. 

  1. Head to Contacts > Lists or Sales > Products from your Simplero Dashboard
  2. Select the List or Product with the Auto-Responder Series that you want to convert to an automation
  3. Select the Auto-Responses tab
  4. Click the Convert to automation... button located in the upper right-hand corner and click OK to confirm that you really want to convert to an automation





  5. Viola! You will now be redirected to an automation screen where you can work your automation magic into the series!

You can now also direct other lists to this same automation. So if your autoresponders are the same in several places, simply go to those other lists/products, shut off the autoresponders and add 2 triggers to start and stop this automation upon subscribing and unsubscribing. 

But what happens to your list/product?
Everything is done for you....
  1. The autoresponders you just converted have now been turned off.
  2. The start and stop triggers to control people being in the automation based on their subscribing and unsubscribing have automatically been created for you.
  3. All the emails are now in your email library with the same internal name as they had when they were an autoresponder, so that you can use them again and again in other automations or as broadcasts. 

There really is nothing for you to do unless you want to go back and rename the emails in your email library something different (to remind yourself where they came from if they are list or program specific, for example).

Last updated 24 Jul 2020.