Table of Contents
- When we set up the appointment reminder campaign, please be sure to add a wait step for a minute in order for us to process the location value if you are using Zoom integration.
- Click on Add New Workflow Trigger
- Click on Select
- Click on Appointment…
- Click on Add filters
- Click on Select
- Click on Appointment status is
- Click on Select
- Click on confirmed
- Save Trigger
- Click on +
- Scroll down to the bottom and click on Wait
- Set Wait Delay for 1 minute
- Save Action and continue to build the rest of the appointment reminder workflow
- Scroll down to the bottom and click on Wait
When we set up the appointment reminder campaign, please be sure to add a wait step for a minute in order for us to process the location value if you are using Zoom integration. #
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Click on Add New Workflow Trigger #
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Click on Select #
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Click on Appointment… #
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Click on Add filters #
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Click on Select #
Click on Appointment status is #
Click on Select #
Click on confirmed #
Save Trigger #
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Click on + #
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Scroll down to the bottom and click on Wait #
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Set Wait Delay for 1 minute #
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Save Action and continue to build the rest of the appointment reminder workflow #
Click on + after the wait step
Choose to send Email/SMS to send the appointment confirmation to the lead
Click here to value the list of custom fields you can use for appointment workflow:
Click on Save action:
Click + to add another step:
Scroll down to the bottom and click on Wait #
Click on Time Delay
Click on Event / Appointment time
If you want to send a reminder before 4 days:
Type 4 here
Switch minutes to days
Select Skip all outbound communication actions, till next wait or Event Start Date action.
Click on + after the wait step
Choose to send Email/SMS to send the appointment reminders to the lead
You can continue to add another wait step for another appointment reminder message to go out
