Setting up an Auto-Responder

There are 3 types of Auto-Responders: Welcome, Birthday and Event. Welcome Auto-Responders can be sent out automatically when a customer joins your email list and are sent only once at the time of sign-up.  Birthday and Event Auto-Responders will be sent out every year, 14 days before the date listed in the "Birthday Date" or "Event Date" field in your customer data.  Event Auto-Responders are best used for annual events such as anniversaries or spouse's birthday.

  • After customizing your email you'd like to use as an Auto-Responder, click Save As then Auto-Responder


  • Select the type of Auto-Responder from the drop-down menu and add a subject line.


  • Click Save & Finish and you will be directed to the Auto-Responder tab where you can manage your saved Auto-Responders.


Important Note:  Only one Welcome, one Birthday, and one Event Auto-Responder can be active at a time. If you already have an existing Welcome, Birthday, or Event Auto-Responder active and you attempt to create a new one, your existing Auto-Responder will be turned off and your newly created Auto-Responder will be activated in its place.

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