A. Create a new message to use as your autoresponder template



Click the Office button --> save as
Select Outlook Template under Save as type




Select Tools>> Rules and Alerts... from the menu in the Outlook window.





Click New Rule...



Choose check messages when they arrive




Check Where my name is in the To box under Select condition(s), and click Next.




Check reply using a specific template under Select action(s), and Click on a specific template under Edit the rule description.




Select User Templates in File System under Look In:, select the template that created before and click Open. Click Next.




Check Except if it is an Out of Office message under Select exception(s), and click Next.





Type a name for your auto reply rule under Specify a name for this rule, and click Finish.

A. To setup a specific 3rd party autoresponder for a specific capture page follow the next instructions:



1- Go to pages then click Edit Page button




2- From top menu select Form Settings -> 3rd Party Autoresponder




3- Select 3rd party autoresponder you want from dropdown then enter settings and click Save

A.

PayPal PDT Setup

PayPal Payment Data Transfer (PDT) allows you to retrieve information about the payment made to PayPal on the signup page. What this does when turned on is it prefills the form on the signup page with information from the person's account in PayPal. This helps prevent the confusion where a member tries to signup using the wrong PayPal email.









Login to your Paypal account and go to Profile -> My Selling Tools








Click the Update link next to Website preferences






Turn on Payment Data Transfer PDT and copy the identity token


Paste the Identity Token value in Advanced Features in the PayPal Auth Key section under the Billing section.

A. To setup reverse 2up tracking:

1. Login to admin account
2. Go to Manage Billing -> Edit Billing
3- Click Add a Pass up button to setup custom compensation plan

A. You can specify which email notifications are sent out for each survey. Notifications can be sent to:

• Admin - Sent to you, the admin.
• Member - Sent to the member who promoted the survey.
• Contact - Sent to the visitor that filled out the survey.

Go to the surveys page (/admin/surveys) and click the edit icon to edit survey
From the drop down select which notifications you want to enable and save changes.