0:01

hello vipers let's talk about

0:03

autoresponders

0:05

autoresponders are essentially triggers

0:07

that launch automations which include

0:10

emails series texts and contact list

0:14

actions

0:16

in creating an autoresponder is usually

0:17

best done after all the other assets are

0:20

in place so therefore having your email

0:23

templates or series templates text

0:26

templates or any contact lists or signup

0:29

forms you're going to be working with

0:30

having all of that ready

0:32

and then you can lay out the

0:34

autoresponder logic so that the

0:36

automations are ready to go

0:39

and so to get started with

0:41

autoresponders you can go to the left

0:44

navigation menu and click on set on

0:47

autoresponders

0:49

and then

0:51

click the create button to start to

0:53

create it

0:54

uh and then from here you can just work

0:56

from the top down

0:57

step one is choosing the template in

0:59

question step two is going to be the

1:02

item type that is working with you know

1:04

contact list contact or opportunity

1:07

and then step three is choosing the

1:09

trigger itself

1:11

and so uh

1:13

as a first example let's uh let's make

1:15

it so that a series will be launched

1:18

every time a contact is added to a

1:20

specific contact list

1:23

so uh step one you choose a template

1:26

choose email series text or node

1:28

template so we'll choose series

1:31

and then choose the template itself

1:35

next we choose the item type contact

1:38

list contact or opportunity so in this

1:40

case we're working with a contact list

1:42

and then we choose the

1:44

specific contact list

1:46

and then from here we can choose the

1:48

trigger itself

1:50

and just kind of go through these

1:52

triggers that are here

1:53

you can use new contact added

1:56

so it'll launch every time that a new

1:58

contact has been added to that

2:00

monthly recurring send is where you can

2:04

set a specific

2:06

i've set a day of the month that it'll

2:08

be um sent

2:10

and uh and that'll happen every single

2:12

month and then date custom field is

2:15

where you can set a specific date uh for

2:18

when so it'd be like once a year

2:20

basically that it'll uh it'll be sent

2:24

based on a custom field that is set on a

2:26

contact level so a classic version of

2:29

this is a birthday sent you can add your

2:31

contacts birthdays to their contact

2:33

record as a custom field and then an

2:36

email will be sent to them every uh

2:38

every time their birthday comes up

2:41

so for now we're just gonna do new

2:42

contact added

2:44

and this is all set

2:46

save autoresponder and now that has been

2:47

added

2:50

now another type that we should go

2:53

through

2:54

is uh is that of opportunities because

2:56

opportunities work a little bit

2:57

differently so let's um

3:00

let's set it so that a

3:02

uh

3:03

that a an email will be sent

3:05

every single time

3:07

a an opportunity is added to a given

3:10

opportunity stage so this is very much a

3:13

sales automation

3:15

uh that we're that we're setting up here

3:18

and so let's choose a template type

3:21

email

3:23

we'll just choose the email in question

3:27

item type so we're gonna be selecting

3:28

opportunity

3:31

and then we can set all of this right

3:33

here and by the way this is going to be

3:34

the going to the primary contact so if

3:36

you have multiple contacts that are in

3:39

an opportunity it'll only be the primary

3:41

who receives this

3:43

so opportunity stage change

3:47

and here this is going to list out every

3:49

single

3:50

opportunity stage you have so you'll see

3:53

like right there on

3:55

investment pipeline

3:56

or prospecting you know those are the

3:59

actual pipelines and then what you see

4:00

on the left here is the actual stage

4:03

so

4:05

under prospecting let's say

4:08

when

4:09

an opportunity is one

4:12

and um also note here that you can also

4:17

have that primary contact added to a

4:19

contact list so potentially you could

4:20

create a sales automation so that

4:23

a uh a welcome aboard email is sent

4:26

when a deal is won and they also get

4:29

added to the company newsletter

4:31

so you do something like that and have a

4:33

newsletter contact list that's added

4:35

also note right here cancel any existing

4:38

series for opportunity primary contact

4:40

so

4:41

if you have some sort of like you know

4:43

email drip that's been going to them

4:45

this whole time

4:47

and

4:48

it's a moot point now that you've earned

4:50

their business you can have it so that

4:53

existing series are canceled

4:56

let's also look at this right here no

4:58

template for opportunity type only

5:02

and so what this does is it allows you

5:04

to take advantage of some of this

5:07

automation right here that i was just

5:08

discussing

5:10

without them receiving anything new so

5:13

they won't receive that email that i was

5:15

just talking about or anything like that

5:17

instead

5:18

you're just simply able to take

5:19

advantage of the ability to

5:21

have the logic of

5:23

opportunity goes into a certain stage

5:25

and therefore

5:26

a

5:27

therefore they're added to a list and or

5:30

existing series are cancelled

5:33

one last thing to go over

5:35

because this can be a little bit

5:37

confusing to some people

5:38

is

5:40

sign up forms as they pertain to

5:43

or sorry autoresponders as they pertain

5:45

to signup forms

5:47

so

5:48

let's just take a look at

5:50

this right here you'll see that

5:52

autoresponder tab

5:54

under your signup form

5:56

and you can actually create signup forms

5:58

or you can create autoresponders from

6:00

here

6:02

and so um

6:04

what you'll note right here is that this

6:06

step two has already uh been filled out

6:09

and

6:11

if you are creating a

6:12

an autoresponder for

6:15

a given signup form and you're creating

6:17

it from here whatever you have right

6:19

here is actually going to be the correct

6:21

choice because

6:22

uh our system kind of creates or

6:24

considers uh contact lists and signup

6:27

forms is kind of being one of the same

6:29

because after all

6:30

signup forms have

6:31

lists of contacts that are automatically

6:35

or that are added to them and they're

6:37

basically a list of contacts

6:40

you know to themselves so

6:43

what you want to see is contact list

6:46

and the name of the signup form right

6:48

here

6:49

and you're good to go that that this is

6:51

going to be all logic that is applied to

6:53

this given signup form right here

6:56

um

6:57

so just something to consider there

6:59

uh so hopefully this has been helpful if

7:01

you guys have any questions about using

7:04

autoresponders

7:06

absolutely reach out to us and we will

7:07

be more than happy to help