1. Autoresponses 1. 2. 3. 4. 5. 6.What are they? Where theyre found in Salsa Types The autoresponder interface Send conditions and timed triggers Limitations and pitfalls

2. What are autoresponses? http://bit.ly/salsa-autoresponses Emails that get sent after activity on a Salsa page Unique because they carry transactional data Set it and forget it 3. Locations for autoresponses http://bit.ly/salsa-autoresponses Where theyre used: Any Salsa page with a follow up tab! Donations Action pages Signup pages Where theyre configured: Inline (basic, quick) Email Blast package, Autoresponse/triggers feature (full) 4. Example: Donation page receipt http://bit.ly/salsa-autoresponsesThank you for your donation of $[[amount]]! You can print this email as a record of your donation for your tax purposes. Donation Summary: Confirmation Code: [[PNREF]][[RPREF]] Donation Amount: $[[amount]] Donation Date: [[CURRENT_DATE]] Donation Made By: [[First_Name]] [[Last_Name]] [[Street]] [[Street 2]] [[City]] [[State]] [[Zip]] 5. Types of autoresponses http://bit.ly/salsa-autoresponses Reply To the submitter Individual To staff (or anyone else) Timed Delayed send 6. The autoresponder interface http://bit.ly/salsa-autoresponses Email Blasts -> Autoresponse/Triggers -> List Autoresponse Configuration tab Content tab Advanced Options tab 7. Send conditions & timed triggers http://bit.ly/salsa-autoresponses Found under Advanced Options tab Uses a combination of standard merge fields and hidden merge fields [[isNew]] == 1 [[State]] =="FL [[amount]] ==500Use && to combine conditions, or || to add or conditions 8. Pro tips Get everything you need with the Append values option Timed triggers cant be stopped! Cant be sent after the fact 9. What is a Welcome Series? Setup! Autoresponse / triggers Streaming emails Conditions & DelayActivating the series Suppression from main communications Things to keep in mind 10. What is a Welcome Series? A set of emails sent to a supporter after joining your list or performing a certain action (donating, attending an event, etc.) The series 'welcomes' them to your organization, and gives them an orientation On the technical side: emails are configured to launch at a certain time, if specific conditions are met, and only on specific pages 11. Setup: Streaming Emails https://help.salsalabs.com/entries/224 07142-Streaming-Emails Did you notice the Update Trigger to Streaming Email button? Clicking this will convert the autoresponse to a Streaming Email. (Obviously.) The Streaming Email interface is mostly the same as a regular email blast. Main differences the addition of the Stream Options tab, which lets you set the Send Conditions and Timed Trigger Delay. You will no longer use the Targeting or Validation tab. You can create a Streaming Email at any step of the autoresponse. If you fully set up an autoresponse, theres have less to do on a streaming email. Double check each step! 12. Setup: Conditions & Delay https://help.salsalabs.com/entries/22421676-Autoresponses-Email-Triggers#3 You dont want everyone getting your welcome series, right? Send Conditions make sure a supporter meets certain criteria before sending. Welcome = new, so [[isNew]] == 1 Other conditions exist, so explore! Question two: You dont want your new supporters getting three or four emails immediately in a row, right? Timed Trigger Delay will delay your email sending until the timer runs out. Incremented by the hour, so two days later = 48 hrs, a week later is 168 hours. 13. Activating the series https://help.salsalabs.com/entries/225 46363-Sign-up-pages#4 A welcome series needs to be attached to a page to run. On the Follow-up tab of each Salsa page, you can attach autoresponders/triggers. Click Add an existing response to find your existing autoresponses. Add as many as are included in your series. Now when a supporter completes that page, the triggers will line up and fire according to the conditions and delays. 14. Suppression from regular emails You may want to keep welcome series recipients from getting your regular emails First step: Create a group for your welcome series Second step: Decide what type of query to use to identify welcome series recipients Time based Targeted by (Streaming emails only) Status = New (Streaming emails only) Convert Step 1 group into smart group using Step 2 query When targeting your regular email blasts, add condition for Is not a member of your Step 1 group 15. Keep in mind There is no way to cancel/stop a welcome series once it starts. A welcome series doesnt require streaming emails; but is helpful for statistics tracking. Streaming emails combine the automation features of autoresponses / email triggers with the design template and statistics reporting features of email blasts. If you want to prevent other emails from being sent in middle of welcome series, you will need to create a suppression group. Youre not limited to one welcome series. Consider creating different sets based on the type of action taken: if they came in from a donation page, an action page, or a regular signup page. Be sure to tailor your content accordingly! 16. THANK YOU!