Configure the actions for an automatic response rule

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Configure the responses triggered by the rule on the Actions page of the Response Builder.

Configure multiple actions by using the + and - buttons next to the drop-down list for the type of notification.

For details about product features, usage, and best practices, click ? or Help.

  1. Configure each action that occurs as part of the response.

    After configuring the options for an action, click Next if finished, or click + to add another action.

    • To send an email as part of the response, select Send Email from the drop-down list.

      1. Select the importance of the email.

      2. Type the Subject of the message or insert any of the available variables directly into the subject.

      3. Type any text that you want to appear in the body of the message or insert any of the available variables directly into the body.

  2. On the Summary page, verify the information, then click Save.

The new rule appears in the Responses list.

Note

Automatic response rules do not have a dependency order.