How to Set Up an Autoresponder Series

Listen to article or read below

This lesson is about “How to set up an Autoresponder SeriesMC3 Module 12 Lesson 5

READY TO GET STARTED?

Are you excited about the possibilities for drip marketing to impress customers and grow connections with your subscribers?

• Struggling to get your arms around how to actually put this strategy into practice?

• Worried that this might be harder than it sounds?

• Wondering how to get this going for your own business?

STOP PROCRASTINATING

Understanding how to set up an autoresponder can stop procrastination and help you get this great drip marketing strategy in place quickly and working for you.

OVERVIEW

In this lesson, you’ll walk step-by-step through the process to create an autoresponder using an example in MailChimp.com-one of the most popular email marketing services today.

• You’ll practice the steps so you can set up your own autoresponders and launch drip marketing for your business.

THIS LESSON’S OBJECTIVES

Over the course of this lesson you’ll walk all the way through creating a series of autoresponders to drip email communication as people take a specific action like making a purchase or subscribing to a list.

YOU CAN DO THIS!

Each lesson includes the three styles for adult learners with:

• An Audio File

• A Written Transcript

• And a Practice Guide that gives you “hands-on” training customized to your own business.

STEP #1: CREATE AN AUTORESPONDER

Let’s start by logging in to MailChimp.com

Mail Chimp Logon

Once you are there, click on “Autoresponder” and then click on the “Create Autoresponder” button.

Create auto responder

The first step is to select which list you want to send the autoresponder to.

At this point you can choose to send to the entire list, a saved segment of your list, or create a new segment of the list.

Select your list

Once you select the list, click “next.”

STEP #2: WHAT EVENT LAUNCHES IT?

The next step is to decide what will trigger the launch of the autoresponder.

  • The most common choices are when someone subscribes to the list, or when someone makes a purchase.

But the email can also be launched by someone taking another type of action such as when a link in a campaign is clicked.

This might be a request for more information, or asking for a quote.

STEP #3: SUBSCRIBING STARTS THE SERIES

For the autoresponder to send a series after a purchase, your ecommerce solution must be integrated with MailChimp.

You can also trigger an event when you import a list-if desired.

In our example, we will use the event of “subscription to the list” to trigger the series.

Event trigger

STEP #4: DECIDE WHEN TO SEND

The next decision is when to send the email.

Each email in the series is set up separately, so the first one may be set up to be sent 1 day after subscription.

The next one may go out 1 week after subscription.

The following one could go 2 weeks after subscription, and so forth.

Set this up to meet your objectives for the autoresponder.

You can also choose to not send emails on certain days of the week if desired.

set up frequency

Once you have scheduled when to send the email, click on “next.”

choose days and next

STEP #5: NAME THE CAMPAIGN

Then you will set up the campaign information.

The first step is to name your campaign.

If you reference the number in the message sequence, it will be easier to find that particular email if you want to edit it in the future.

Include an attention-getting, but not spammy subject line.

And make sure to put a real person in the name and “reply to” email address.

Remember, the whole purpose is to continue the conversation.

If the recipient gets something from a generic address like customerservice@yourdomain.com is doesn’t have the same impact.

Name your campaign

STEP #6: WHO WILL REPLY?

Also, you want to ensure that the person getting the “reply to” email will respond in a timely and helpful manner.

You can also merge name field information-(if you are collecting that) and edit the default settings for tracking, social media, and other options if desired.

personalize the message

Once you have the campaign set up click “next.”

STEP #7: DESIGN FOR OBJECTIVES

The next step is to design the email.

The design you choose depends on your objectives.

design template

If you want this to be a very personal experience, much like an email from a friend or colleague, you probably want a very basic style.

basic template

If you are sending a series of educational materials, or product information, you may want to use a more polished design template.

After you select the style, you would edit it for your email text, colors, fonts, and headlines.

The email marketing lesson on “How to Create an Email Template” covers this in further depth.

Once you have the design finished, you would click “next

STEP #8: PLAIN JANE TOO!

This will take you to a plain-text message screen.

At this point you would click on “copy text from HTML Email” to ensure you have the latest version of the message on the plain text version.

copy text from HTML

Once you are satisfied with the plain-text message, click on “next

STEP #9: DOUBLE-CHECK AND LAUNCH

Finally you will arrive at the confirmation screen.

At this point you would check and edit your settings as needed.

You should also preview and test the email.

send autoresponder

When you are satisfied, click on “Start Autoresponder

Mail Chimp will confirm the information one last time and if it is correct, click “Start Autoresponder” again.

STEP #10: RINSE AND REPEAT

At this point you can either go to the autoresponder “dashboard” or start another autoresponder.

autoresponder dashboard

Because we want to create several autoresponders in our series, we’ll go to the autoresponder dashboard so we can replicate the setup instead of create another one from scratch.

This is where life gets easier…

Once you are back in the autoresponder “Dashboard”, select the autoresponder we just created and click on the drop down menu to select “replicate

replicate autoresponder

From there we just want through the same steps as before.

STEP #11: ROUND TWO EDITS

We select our list, and then edit any information that we want to change.

For example, in the next autoresponder, we want it to go out seven days after subscribing to the list, not 1 day.

edit frequency

You would edit when the email would be sent.

Next you would change the name of this new autoresponder and change the subject line.

edit campaign name

Move on to the design tab, and update the message for the new email.

edit the content

When you are done with that click “next

STEP #12: DON’T FORGET TO COPY

This moves you on to the plain-text message.

Click on the button to “copy plain-text from HTML email” so you have the new version of the email ready to send.

copy text from HTML

Then confirm your settings and start the autoresponder, just like the first time.

send autoresponder

You can repeat this process for as many autoresponders as you’d like to use.

The replicate feature makes it easy to set up a whole series of messages after the first one is created.

replicate autoresponder

TIME TO GET REAL!

Now it’s time for create your own drip marketing program by setting up an autoresponder series.

Use the checklist in your Practice Guide to implement what you’ve covered in this module’s lesson and put it to use growing those connections with your audience

If you have questions about this process, don’t forget your email lifelines for the month.

NEXT LESSON

Great job sticking with it!

In this Master Class series you’ve discovered ways to grow connections with your audience that are effective and affordable.

  • In the coming modules you’ll be able to expand your internet marketing success with even more tools, techniques and strategies that help you grow your business the smart way!

 Go Back to Download Page for other resources

 Go to Member Dashboard

Speak Your Mind

*