How to set up a text message reminder that will roll over to a call reminder if it fails

This week I will show you how to set up a text message reminder that will roll over to a call reminder if the text message cannot be sent.

First, lets set up both ‘Reminder Types’ by clicking on the ‘Reminder Types’ link. By default, there should be a call, text, and email reminder type already there.  You can edit these or create new ones.  For this simple walkthrough, we will just use the ones that were created by default.  If you want more info on ‘Reminder Types’ you can view our help posting here or view our YouTube tutorial here.

Create Reminder Types

Ok so once we have created our text message and call reminder types we are ready for the next step.

Click on the ‘Triggers’ link. Triggers allow you to set up multiple reminders, send you text or email alerts when someone responds to a reminder, and more. Go ahead and click ‘Create New Trigger’.

For ‘Trigger Name’ enter ‘Text Fails – Roll to Call’.

‘Rem Type Seed’ is the reminder that the trigger will trigger off of when certain conditions are met.  Go ahead and choose your text reminder type for this field.  Mine is called ‘AppointmentReminders Demo Reminder Text’.

‘Result to Trigger’ is the condition that must be met in order for the trigger to fire.  Select ‘Reminder Failed’ for this field.

‘Triggered Action’ is what will happen when the condition is met.  Select ‘Schedule Reminder’ for this field.

‘Rem Type Triggered’ is the reminder type that will be triggered when the condition is met.  Select your call type reminder for this field. Mine is called ‘AppointmentReminders Demo Reminder Call’

Now press ‘Save’


As you can see I now have a new trigger set up. Now I can schedule my text message reminder and if it fails it will roll to the call reminder.  It doesn’t matter how I schedule the text message reminder (linked calendar, online, import files, etc…)

Watch the YouTube Tutorial Here!



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