Auto Response Rule

Auto Response Rule

To create auto response rules for web forms

  1. Click Setup > Website Integration > Auto Response Rules.
  2. In the Auto Response Rules page, select the module from the drop-down list.
  3. Click Create Rule. 
    You will be able to create the auto response rule for the selected module.
  4. In the Create Auto Response Rules for Web to [Module] page, do the following:
    • Enter the Rule Name. 
    • Select the check box to activate the rule.
  5. Click Save.

Note

  • Once the rule is created, you need to define the criteria (i.e. create rule entries) based on which the email template will be sent to the visitor who submits the web form.

To create auto response rule entry

  1. Click Setup > Website Integration > Auto Response Rules.
  2. In the Auto Response Rules page, click on the rule for which you want to create the rule entry.
  3. In the Auto Response Rules for Web to [Module] page, click Create Rule Entry. 
  4. In the Rule Entry page, do the following:
    • Specify the Rule Criteria.
    • Choose an Email Template from the drop down list. 
      If you do not have email templates created for the module, you can click on the Create an Email Template link.
  5. Click Save.

Note

  • When the details gathered through the web form does not satisfy the Auto Response Rule criteria, then the email template selected while creating the web form will be sent.

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