Creating Triggered Email Messages

 Act-On allows you to create triggered (or auto-response) messages that are aligned to automated programs, forms, or webinars. These triggered messages are sent immediately when a prospect arrives at a specific point within an automated program or webinar program, or submits an Act-On form that is set up for confirmation emails.

For Automated Programs

1. In the Program Builder, click Program Messages
2. Click Add Program Message.
   • If using Start From A Blank Message, the auto-response message builder will allow you to create the triggered message. Click Save once you've finished composing the message.
   • If using the other options, click on the appropriate email, and click Yes. Click Save once you're done composing the message.
3. In the Program Flow tab, drag in a Send Email step to the appropriate place in the program, then click Edit on that step and choose your message
   • Note: Remember to add a Wait step after the message send if the message will be used for conditional logic. This provides enough processing time for the condition to be met.
4. Click Done to save the changes to the automated program.
   

For Webinar Programs

• In the webinar program builder, add or edit the appropriate message.
  • For Invitation, Last Chance, Reminder, or Follow-up emails, you'll be able to compose, address, review, and schedule the message
  • For Signup Form Auto-Response, Registration Accepted, and Registration Rejected emails, you'll only be able to compose the message, since messages are sent immediately once the registration form is submitted
    

For Form Responses

• In Step 2 (Settings) of the form builder, click Create Confirmation Email Message.
  • If using Start From A Blank Message, the form builder will allow you to create the triggered message. Click Save once you're done composing the message.
  • If using the other options, click on the appropriate email, and click Yes.  Click Save once you're done composing the message.