Steps to take to set up a customized automated response message to send your website visitors as you are managing their requests
Our goal is to ensure that managing your data subject requests is as smooth as possible. As you move through the process of handling your website visitors' data subject requests—from open to in progress and then closed—you can send automated messages to your users to keep them informed about the progress being made. Additionally, you can customize the HTML of the email content to tailor the message to fit your business needs.
Creating an auto-response template is an easy 3-step process:
1. Sign in to your Clym Portal
You should have received a magic link in your initial onboarding email. Please click Sign in from the email to get started. Alternatively, navigate to Clym's home page and click on Sign in in the upper right-hand corner.
2. Open your Website Settings
From the left-side menu, select Website Settings. You will then see a list of all your domains, each with its unique settings.
Click the settings wheel next to the domain that you would like to change the default language for. This will open the website settings for that specific domain.
3. Customize your auto-response settings
From the Website settings menu, select the Communication settings drop-down to expand the selections. Click the drop-down menu arrow next to Auto response settings to expand the options. You can toggle on Open, In Progress, or Closed, to set up automated communication settings for these stages of data subject requests. You can enable as many of these options as you would like.
You can modify the text of the email in the HTML window that opens. Your changes will be saved automatically.
If you encounter any challenges, please reach out to us at support@clym.io.