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How to Setup Email Autoresponder Events

Autoresponder events link an SMTP provider, an email template, and a trigger condition to one or more products. Once created and assigned to a campaign, they automatically send emails when a matching transaction occurs (e.g., order confirmation, recurring payment issue).

Step 1: Create a New Autoresponder Event

  1. Go to CRM > Autoresponders > Events.

  2. Click New.

Manage Email Events list with the New button

  1. Fill in the event details:

    • Name: A descriptive name for internal use (e.g., "Order Confirmation – US Customers").

    • SMTP Server: Select the SMTP provider you've configured.

    • Template: Choose the email template you created previously.

    • Recurring Cycle Number (Optional): Only available for recurring-related emails. Use this to send a unique email for a specific billing cycle (e.g., Cycle 1, Cycle 2, etc.).

    • Send after and Unit (Optional): How long to wait before the email goes out, in minutes, hours or days (up to 30 days). Leave it empty to send right away. Only shown for email types that can be delayed. See How to Delay an Email Autoresponder.

  2. Select the product(s) to which this event applies.

  3. Click Save.

Add New Event form with the Name, SMTP Server and Template fields and the Products list
Next step: Once the event is created, assign it to a campaign — see How to Set Up Email Autoresponders for instructions.
Note: Do not deactivate or delete any template assigned to an event, as this will cause the event to stop working. Additionally, when multiple events of the same type are globally assigned to the same products, only one will be active — the oldest created event takes priority.