Set Up Email Auto-Responder

Updated: 22 Dec 2023 LC

WHAT: If VA is out of the office for more than 1 day (e.g., Christmas break), the email auto-responder should be set up

WHY: This is so that customers are made aware that there's a possibility of their emails not being answered asap and we'll get back to them as soon as VA is back

WHEN TO TURN ON AUTO-RESPONDER IN FD SETTINGS: The minute the last working day that VA will be present ends

For example: VA works until 4pm daily and will be on break from 25th of December, 2023 (Monday). VA will have to turn on the auto-responder by 22nd December, 2023 (Friday) at 4pm

HOW TO SET IT UP

1. Log in to Fusedesk: https://qs101.fusedesk.com

2. Go to: Settings

3. Go to: Email Options

4. Go to: Unassigned Emails

5. Rename the Auto-responder to what it will be for, example: 23rd Dec - 2nd Jan Break (dates mean: start of break - last day of break)

6. Make sure that the conditions are set with checkmarks for each day, at any time in Brisbane time zone:

7. Make sure the 'Assign To' is Wildly Wealthy Support:

8. Edit the 'Out of Office Email':

a. Click the pencil icon on the right:

b. Edit the date in the email to reflect when you (VA) will be back so they have a turn-around-time and will expect a reply to their email

c. At the bottom of the screen, click: Update template

9. Click the Save button at the bottom of the set up screen