2. You have just scheduled an appointment with Margaret Smith, a client, for Thursday, February 19 th at noon. It is currently February 12 th.

3. 1. Next Appointment 2. Appointment Reminder 3. Happy Birthday!

4. Business Responder Select Business Responder Tool to start scheduling e-mails

5. Business Responder Tool This is where you can schedule multiple e-mails for future delivery

6. Delivery Date This is where you enter the date and time for the e-mail delivery Calendar Easily select a date for delivery using the calendar feature Delivery Time Here you can select the exact time of day you would like to have the scheduled e-mail to send Save Responders Once you are satisfied with your e-mails, click here to batch your e-mails for scheduled delivery Add Click the “Add” button to schedule another responder to your existing recipient Series Select a pre-defined series of scheduled e-mail templates to save time in the business responder Edit Series This will take you to a page where you can select and create your own template series so you may have the option to use the same series of templates in the future to save time scheduling your next set of business responders.

7. Our First E-Mail For our scenario, we will first send an e-mail regarding an appointment Template We will select the “Next Appointment” template

8. Send To: Individual Recipient’s E-Mail Enter the recipient’s e-mail address Recipient’s Name Enter the recipient’s name Time Since this is an appointment reminder template, we will include the date and time of our appointment

9. Calendar Click calendar to display a calendar to select your desired date Date & Time Notice that the Date and Time are entered in the e-mail Business Responder Tool Here we’ll schedule the date and time for delivery

10. Calendar Click Calendar to open the calendar window and select the date for delivery Let’s schedule the e-mail for “tomorrow”: February 13, 2009 Remember: in this scenario today is Feb. 12, 2009

11. Second E-Mail Now that our first e-mail is completed, let’s click the “Add” button in the Business Responder

12. Our Second E-Mail For our scenario, this e-mail will be an Appointment Reminder sent the day before the appointment Template We will select the “Appt Reminder” template

13. Time Since this is an appointment reminder template, we will include the date and time of our appointment by selecting the date in the calendar window Recipient Information Notice that the recipient’s name and e-mail address are still entered from the first e-mail template Date & Time Notice, once again, that the Date and Time are entered in the e-mail

14. Calendar (Delivery) Click Calendar to open the calendar window and select the date for delivery Let’s schedule delivery for the day before the appt: Feb 18, 2009 Remember: in this scenario the appointment is on February 19, 2009 CC This E-Mail Click “CC this e-mail address” to send a copy of the Appointment Reminder to yourself This way, you get a reminder too

15. Our Third E-Mail For our scenario, we will now send a “Happy Birthday” e-mail Let’s click the “Add” button in the Business Responder to start

16. Template We will select the “Cards - Happy Birthday (gold present)” template

17. Third E-Mail This template doesn’t require any information other than the recipient’s name and e-mail address, which are still entered from before Calendar (Delivery) Click Calendar to open the calendar window and select the date for delivery Let’s schedule delivery for our client’s birthday: Jan 8, 2010 Make sure to schedule the e-mail for 2010, since her birthday has already passed this year

18. Save All Scheduled E-Mails Now that we have all of our e-mails created and ready to send click “Save Responders” to store them until their scheduled delivery time

19. You have just completed the Business Responder Tool Training. If you have any questions, you can call us at 888- 370-3609.