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How to Create/Correct Your Lead Auto-Response Rule

Since you came to this page, there's something wrong with the Lead Auto-Response Rule named "This one is mine so..." that's needed to send that automatic "Thank you for your inquiry" email to any lead that comes in for you from the Web-to-Lead form. 

The auto-response needs to be there and be correct for that thank-you email to show up on Miles Dyson's Activity history timeline as shown in the last screecap at the bottom of Lab 3b

To fix this, if you already added the Miles Dyson Lead record, then you shoud delete it first before fixing/adding the template & then add him again to trigger the rule. If you did NOT already add him, you can skip these next two steps and go on down:

  1. Go to App Launcher > Marketing > Leads and click Recently Viewed (upper left) to pull down and select All Open Leads and then find the row for Miles Dyson and click the down arrow on the far right end of the row & select Delete

  2. In the popup, click the blue Delete button to confirm

Now to delete the auto-response rule you have, if you made one already in Steps 85-102:

  1. On the lefthand menu, under PLATFORM TOOLS, click Feature Settings and under that, Marketing and under that, Lead Auto-Response Rules

  2. If there are one or more rules listed there, click the Del next to each one until they are all gone

Now to create/re-create the auto-response rule:

  1. Do Steps 85-102, making sure you get all  the settings correct

  2. If you didn't already create the myweb2lead.html file (or if you did but it's not working right just delete it and then) do Steps 103-112, 118, and 121-143 to create/recreate it making sure you get everything right this time

  3. Do Steps 144-151 to add the Miles Dyson Lead record

  4. When you're ready, re-grade by using the App Launcher to open the Grader App and follow instructions to run the scoring routine again and then be sure to reload the page to see the updated error list & grade certificate

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