The Auto Response rule feature enables you to send automated emails when leads,contacts, cases or records for the custom modules are generated through web forms. When a lead is generated through web forms, you may want to send appropriate emails to the leads with different types of requests. In such cases, you can create an auto response rule with specific rule criteria. When the condition is satisfied, the corresponding email is sent. You can create numerous auto response rules but only one auto response rule can be active at a time.

Availability

Create Auto Response Rule

To create auto response rules for web forms

1. Go to Setup > Developer Space > Webforms.
2. In the Auto-Response Rules page, select the module from the drop-down list.
3. Click Create Rule.
   You will be able to create the auto response rule for the selected module.
4. In the Create Auto Response Rules for Web to [Module] page, do the following:
   • Enter the Rule Name.
     
   • Select the check box to activate the rule.
5. Click Save.

Create Auto Response Rule Entry

To create auto response rule entry

1. Go to Setup > Developer Space > Webforms.
2. In the Auto-Response Rules page, click on the rule for which you want to create the rule entry.
3. In the Auto Response Rules for Web to [Module] page, click Create Rule Entry.
   
4. In the Rule Entry page, do the following:
   • Specify the Rule Criteria.
   • Choose an Email Template from the drop down list or if you do not have email templates created for the module, you can click on the + Create Template link.
   • Next you have to enter the email addresses in the From and Reply to fields.
     Here you can choose one of these option in the drop-down list:
     • your account email address
     • organization email address
     • email address of the record owner
     • other user's email address
5. Click Save.