Managing Autoresponders in ReplyManager V4

ReplyManager can be configured to send autoresponder emails, automatically, based on specific rules or folders. These can be very simple ( e.g. Thank you - received your email and will respond.) or quite complex (e.g. Using macros in the subject or body). The message immediately provides information to the prospective customers and provides a bit of cushion for the next followup.

In ReplyManager v4, autoresponders can be enabled or disabled by marking (or unmarking) the checkbox. This is helpful if you want to temporarily deactivate the autoresponder without deleting its content. Autoresponders can be configured in a specific folder or as an action to a rule.

1.) For Folders, go to Maintenance>Folders. Click on the Folder you want to edit. Scroll down to the Autoresponder box and enter the From, Subject and Body. Click on update.

2.) To configure Rules, go to Maintenance>Rules. Click on the Rule you want to edit. Enter the autoresponder form data. The autoresponder will be sent to email originators that match the rule criteria.

Address Book Matching Rule

For customers that wish to organize their folders within ReplyManager by Client Name (ABC Company), you can now collect all incoming email from a specific email address that is part of a particular Group in your Address Book by using Rules to route the emails into a specific folder.

How It Works
ReplyManager will search the Address Book for a match, then will route incoming email (from a specific entry or group) to a folder based on email(s) belonging to a Group in the Address Book. You will be sure to have ALL correspondence from ABC Company in one specific folder!

How To Do It
Click on the Address Book button. Click on New Group. Select one or more addresses to define your Group and click Update. The system will automatically generate an email address for this Group. Next, go to Maintenance > Rules > Add New Rule. Create a name for the Rule (maybe ABC Company Group Rule). From the Conditions - select From, Equals, and then enter the group email address assigned by the system. Select the folder you would like the incoming emails to be placed in and click Update.

New and Improved Help

Although ReplyManager has always had a comprehensive help section, we converted it to a searchable database to help find topics more easily. You may also notice that when you click on the Help link while on a specific topic, you go directly to that related topic.

For example, if you are viewing topics in the Administrative area and you click on Help, topics for Administration will display. There are lots of internal links to other topics as well.