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Assign contacts to autoresponders

It is important to note that autoresponders must be assigned to contacts. The contacts are the clients that the autoresponders will be sent to.

To assign to the current or selected contacts

  1. First, create the set of autoresponders

  2. Click the Add Automessenger under the Current Contact to assign the autoresponders to the current contact

    or

    Click the Add Automessenger under the Selected Contacts to assign the autoresponders to the selected contacts

    (Usually after assigning contacts to autoreponders, it will go out of the Auto-Responder System. To stay in the Auto-Reponder System screen, click the button with SHIFT)

  3. Then, select the agent to be assigned to the autoresponders

To assign only based on the contact's main  secondary status

  1. Create the set of autoresponders

  2. Select the main status or primary status of the contact



    Selecting the status will mean that once a contact has that status, the set of autoresponders will then be triggered according to the sequence of when they will be sent. 

    The contact status fields can be found when you access the Task Manager in the main screen,



  3. Mark the checkbox located between the two status fields in order to trigger the autoresponders ONLY when the contact has both the selected main and secondary status.