Customize Event Autoresponders

Autoresponders are automatic email messages that the system sends in response to an action taken on the system. Each autoresponder has a Default Version that was configured in the Autoresponder Center, but you can edit and customize it here. The Version to Send column shows whether the Customized Version or Default Version (from the Autoresponder Center) is scheduled to be sent.

Note: If you edit an autoresponder here, you can revert back to the default content with the Switch to Default Version action. Your saved changes will still be available if you click the Switch to Custom Version action.

Customize event autoreponders

Note: If you are not on this page, click the Customize Autoresponders step from the Process Navigator.

1. To display the default content of an autoresponder, click Preview from its Actions column. A small preview window opens with the content of the autoresponder displayed in both HTML and Plain Text formats.

2. To keep an autoresponder from being sent, click Disable from its Actions column. Do Not Send this Autoresponder displays in the Version to Send column of the Autoresponders list.

3. To edit this version of the autoresponder and have it sent for the current event only:

   1. From the Autoresponders list on the Customize Autoresponders page, click Edit from its Actions column.

   2. In the Email Envelope area, for the:

      • Sender’s Name, type in any appropriate changes.

      • Sender’s Email Address, type in any appropriate changes.

      • Subject Line, type in any appropriate changes.

      • Message Stationery, click the appropriate stationery option.

   3. Click the Next button. The Edit HTML Content page displays.

   4. In the HTML Content editor window, enter or delete text, insert images and links, create tables, apply styles, add colors, or other formatting.

      Note: To access the Help topics for assistance with this Content Editor, click the Help link or icon in the upper right of the Content Editor window.

   5. Click Next. The Update Plain Text page displays.

   6. Click Update Plain Text. The system updates the area with your changes to match the HTML content you entered.

   7. Review this text and make any adjustments to it (such as changing the spacing between paragraphs and adding descriptive lead-in words for links).

   8. Click Finish. This page closes and the Customize Autoresponder page displays again.

      Note: (1) You may want to click Preview from the Actions column of the autoresponder to view your modified autoresponder and make any necessary changes.
      
      
      
      (2) To apply changes to the site default (not just the one for this event), refer to Managing Autoresponders.

4. When you are finished with the Autoresponders, click Next.