What are lead auto-response rules?
Auto-response rules are used to specify which email template is sent in reply to a web-to-lead submission.
Do I need to configure lead auto-response rules?
Will all web-to-lead submissions receive the same email template in response to their submission?
If yes, you do not need an auto-response rule. However, you will need to configure the default response template (see below).
If no, you will need an auto-response rule.
Steps to configure responses to web-to-lead submissions:
1. Create email template(s).
Navigate to Setup –> Communication Templates –> Email Templates.
I recommend creating an email folder to manage your auto-response templates. The email template must be marked as “Available for Use” in order to be selected in future steps:
2. Configure the default response template.
The default response template is sent if no auto-response rule is configured, or if no rule within the active auto-response rule is matched.
Navigate to Setup –> Customize –> Leads –> Web-to-Lead. Edit the Default Response Template:
3. Configure an auto-response rule (if required).
If more than one response template was configured in step 1, then an auto-response rule is required.
Navigate to Setup –> Customize –> Leads –> Lead Auto-Response Rules.
Click on an existing rule to edit, or click New to create a new rule:
Configure and order your rule entries as appropriate. Mark the rule active when complete:
How many different lead auto-response rules can I create?
You can create many auto-response rules, but only one can be active at a time. To my knowledge, inactive auto-response rules cannot be referenced until made active.
One potential use for multiples rules would be to keep a second auto-response rule for holidays. This rule would only get activated prior to holidays, and would notify potential customers that response time may be slightly delayed because of the holiday.