Handling Auto Reply | Support Advacarepharma

An Auto Reply is used mainly for the process of Handling Lead Replies (LR0, LR1, etc.). So the idea here is to automate the sending of emails to follow up a response (interest) of a potential Customer to acquire our medical products.

1. View existing Auto Reply

To view the existing "Auto Reply" follow the steps below:

1. Click on the CRM module.

2. Click on the “Configuration” menu.

3. Click on the “Auto Reply” sub-menu.

4. On the Auto Reply page it is possible to see the existing "Auto Reply".

View details of an Auto Reply

1. Click on one of the records in the list.

2. View Auto Reply details.

2. Create Auto Reply

To create an Auto Reply follow the steps below:

1. Go to the Auto Reply page as shown in the previous section.

2. Click on the "Create" button.

3. Type the new Auto Reply name. This field is mandatory and can be any value or format.

4. The "Auto Send Email" field will configure the system to send the message automatically, after the configured time. If this option is not activated, messages can be sent manually.

5. The "Time after" field refers to the time when the system will schedule to send an automatic message/email (is a numeric value). By default the "Time after" field is set to the "1" value and connected to the "Time After Unit" field which is empty initially.

"Time After Unit" field is measured in time units (minutes, hours, etc.) as displayed in the image below.

There are no recommended values to choose for "Time after" and "Time After Unit" fields. It would be up to the creator of this record the values to choose for "Time after" and "Time After Unit" fields according to its business needs.

In order to use the template to be added, the Auto Reply changes must be saved at this point.

Click on the "Save" button to continue.

6. "Email template" shows the name of the template containing the content to be sent in the message.

Here, it is possible to choose one already created or to create one from scratch.

If a template of scratch is to be created, choose the option “Create and Edit” and find the information to create one on the " Email Templates " page.

To open the link, click on Open with Google Chrome.

3. Modify Auto Reply

To modify an Auto Reply follow the steps below:

1. Click on the name of the Auto Reply to be modified.

2. Click on the "Edit" button.

3. Edit what is needed and remember to click on the "Save" button.

4. Delete Auto Reply

To delete an Auto Reply follow the steps below:

1. Click on the name of the Auto Reply to be modified.

2. Click on the "Action" drop-down field and then choose the "Delete" option.