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Triggers – Creating and Editing

What Are Triggers? #

Triggers allow you to create multiple reminders for an appointment or send text or email alerts when certain conditions are met.

Triggers Tutorial #

Roll Failed Text To Call Tutorial #

What do I use Triggers for? #

Here are some examples of what you could use triggers for:

  • Roll failed text messages to calls
  • Roll failed calls to emails
  • Send one reminder a week prior and another a day prior to the appointment
  • Send a text or email alert to yourself when a customer cancels or confirms an appointment
  • Send a followup text, call, or email to a customer AFTER an appointment
  • More!

The Triggers Screen #

To get to the Triggers Screen, ensure you are logged into your account. Then under the “Navigation Menu” select “Reminder Settings” –> “General Reminder Settings” –> “Triggers/Rules”.

Getting to the Triggers Screen

Is there a charge to create Triggers? #

There is no charge to create them. However, if your trigger adds a reminder, you will be charged for that reminder. Text alerts and Email alerts count as a reminder and are subject to the same charges. *Note – You do not need to add triggers in order to see the results of the reminders. This information is all contained in our Reports, which there is no charge for. Text and Email alerts are really intended to give you instant feedback on a reminder so you can take immediate action if necessary.

Creating and Editing Triggers? #

The Triggers Screen will allow you to create new triggers and edit existing ones.

  • Trigger Name: This is the name of your trigger. This will also be in the “View Triggered Alerts” page so choose something that makes logical sense such as “Customer Confirmed Appointment”.
  • Reminder Type Seed: This is the “Reminder Type” that will initiate the trigger. Choose from any “Reminder Types” that you have set up.
  • Result To Trigger: This is the result of the “Reminder Type Seed” that will initiate the trigger.
    • Reminder Sent Successfully: This will initiate the trigger if the reminder was sent successfully.
    • Reminder Attempted (Successful or Failed): This will initiate the trigger if the reminder was attempted and either failed or was successful.
    • Reminder Sent Successfully / No Response: This will initiate the trigger if the reminder was sent successfully but no response was given. (Waits 24 hours on Email & Text, Calls trigger immediately)
    • Reminder Sent Successfully / No Response / 2 hrs passed: This will initiate the trigger if the reminder was sent successfully but no response was given. (Waits 2 hours on ALL reminder types)
    • Reminder Failed: This will initiate the trigger if the reminder fails (possible reasons could be invalid mobile number, no answer, no email, etc…).
    • Appt Passed / No Response: This will initiate the trigger if the reminder was sent successfully but no response was given AND the appointment date and time has passed.
    • Response to 1: This will initiate the trigger if the reminder was sent successfully and the person responded with your “Response to 1” value.
    • Response to 2: This will initiate the trigger if the reminder was sent successfully and the person responded with your “Response to 2” value.
    • Response to 3: This will initiate the trigger if the reminder was sent successfully and the person responded with your “Response to 3” value.
  • Triggered Action: This is what will happen if the trigger is initiated. Possible Options are:
    • Schedule Reminder: This will schedule a reminder for whatever you choose in the “Rem Type Triggered” field. This is the most common option and will allow you to set up multiple reminders for an appointment. All values from the original reminder type will be carried over such as (Name, Appointment Date & Time, etc).
    • Send Email Alert: This will send an email alert to the email address that you enter.
    • Send Text Alert: This will send a text alert to the phone number that you enter.
  • “Create New Trigger” Button: Click this button to add a new trigger
  • “View Triggered Alerts” This will show you a list of all text or email “Alerts” that were triggered. Scheduled Reminder Types will not be in this list.
The Triggers Screen

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