Skip to main content

How to Create an Autoresponder Type

This guide explains how to set up a new Autoresponder Type.
Autoresponder Types help you categorize and visually organize different kinds of automated messages (like contract notifications, welcome emails, etc.) within the system.

Steps​

1️⃣ Navigate to Autoresponder Types​

From the OpsAdmin main menu, select:

Documents → Autoresponder Types

This will open the list of existing autoresponder types.

2️⃣ Click "New Autoresponder Type"​

Locate and click the “+ New Autoresponder Type” button. This will open a form to create a new type.

3️⃣ Enter Type Details​

You’ll see fields to configure your new type.

  • Name:
    Enter a clear, descriptive name (e.g., Contract Notification, Welcome Email, Renewal Reminder).

  • Font Color:
    Choose a color for the text label. This helps visually distinguish it in lists.

  • Background Color:
    Pick a background highlight color for the type. Together with the font color, this makes it stand out.

4️⃣ Save the Autoresponder Type​

Once all fields are filled in, click the “Save” button at the bottom. The new Autoresponder Type will now appear in your list.

5️⃣ Verify in List​

After saving, return to the Autoresponder Types list view. Locate your new type to ensure it was created correctly, with the chosen colors displayed.

✅ Tips​

  • Use consistent naming (e.g., always start with Contract, Welcome, or Reminder) so types are easier to filter later.
  • Choose contrasting font and background colors for readability.