When a business invites enquiries from prospects via their website, the details of these prospects are recorded and tracked within the CRM. The next step is to follow up with these prospects in hopes of closing a sale. While it is indeed important to follow-up with each of them, this follow up process often involves sending the same kind of routine emails and tasks to many people one by one, which when done manually, could be taxing. On following up manually, you may even miss out on responding to some of the leads which can prove risky because, you might just miss out on a big opportunity. 

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.