Edit an autoresponder

  1. In Setup, Autoresponder Center, locate the autoresponder in the list and select Edit.

    Tip: If the autoresponder is not a Registration autoresponder, click the Application Autoresponders tab to display the other autoresponders.

  2. Select Edit.

    Tip: If your autoresponder is inactive, you can make a copy to edit, and it will be inactive until it is published. You can change the original, default autoresponders to inactive, if you prefer to publish your edited copy.

  3. Enter changes that are visible to the email recipient and select Next.

    • Enter the sender's name: This is the sender name that displays on the email message.

    • Enter the sender's email address: This is the email address that will receive replies when the recipient chooses to reply to the autoresponder.

    • Enter the subject of this message: This is the email subject.

  4. To change the Stationery:

    1. Select the Stationery step in the Process Navigator.

    2. Select the radio button of the new stationery.

    3. Select Next.

  1. To change HTML content:

    1. Select the HTML Content step in the Process Navigator.

    2. Make your changes. You can enter and delete text, insert images and links, create tables, apply styles, add colors, and much more.

      • 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.

      • In specific autoresponders, you can insert special components that the system will replace with relevant information before sending the autoresponder.

      • For the Send Password Login autoresponder, you can click the Components menu and select Login Components to insert the link to the Change Password page and supply the Name of the link. (This is already inserted in the Luminate Online Default Version.)

      • For the Send User Name Login autoresponder, you can click Components menu and select Login Components to insert a:

        • List of User Names if the current email address shows more than one user name associated with it (already in the Luminate Online Default Version)

        • Show Password argument (set to Don’t Show in the Luminate Online Default Version)

        • Login Link to the Login page and supply the Name of the link

      • For the My Profile autoresponders, you can click the Components drop-down menu and click Registration Links to insert links to the following pages and supply the Name of the link:

        • Change Password page (already in the Luminate Online Default Version)

        • Login page

        • Password Login page

        • Update Interests page

        • Update Profile page (already in the Luminate Online Default Version)

        • User Name Login page

      • For the Receipt Request autoresponder, you can click the Components menu and select Receipt Component to insert:

        • List of Receipts

        • Begin Date

        • End Date

        • Number of Receipts

      • For the StoryBuilder Story Published autoresponder, you can click the Components drop-down menu and click Story Component to insert:

        • Author name (already in the Luminate Online Default Version)

        • Date of Publication (already in the Luminate Online Default Version)

        • Title of story (already in the Luminate Online Default Version)

        • Link to User Story and then supply the Name of the link (already in the Luminate Online Default Version)

      • For help with a specific application autoresponder, refer to the online help for the application.

    1. Select the Save button when you complete an element so you do not lose your work. If you click Cancel before you click Save, your changes will be lost.

      Note: Click Undo Changes to undo any changes you have made since your last Save.

    1. Select Preview to see how your HTML content will look as email, and then close the preview.

  2. When you are finished, click Next.

  3. Select Update Plain Text to make your plain text content match the HTML content you entered.

  4. Review the content and make any adjustments in the space provided. Some tips include making sure the spacing between paragraphs has carried over and that there are adequate text lead-in words for links.

  5. To see how your message will appear to your constituents, click Preview and then Close to close the preview and return to the Plain Text page.

  6. When you have finished updating and previewing the plain text, click Next.

  7. If you want to make this the active version, click Activate. Skip this step if you want to keep this version and make it active later.

  8. Select Finish to return to the Version List for the autoresponder.