This week, I will describe how to set up ‘Triggers’ to send multiple reminders for an appointment.
This blog entry goes with Tutorial 6″ Triggers which you can watch at our YouTube channel.
Once you have logged into your account go ahead and click “Triggers”.
You will see a list of all the triggers that you have set up.
The “Create New Trigger” button will allow you to create a new trigger. The “View Triggered Alerts” button will show you a list of all the text or email alerts that have been triggered. Go ahead and click on the “Create New Trigger” button.
Trigger Name 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”.
The Reminder Type Seed is the “Reminder Type” that will initiate the trigger. You can choose from any “Reminder Types” that you have set up.
The Result to Trigger is the result of the “Reminder Type Seed” that will initiate the trigger.
If you choose Reminder Sent Successfully it will initiate the trigger if the reminder was sent successfully.
Reminder Failed will initiate the trigger if the reminder fails (possible reasons could be an invalid mobile number, no answer, no email, etc…).
Response to 1, 2 or 3 will initiate the trigger if the reminder was sent successfully and the person responded with your Response to 1, Response to 2, or Response to 3 value which is set up in the Reminder Type.
The Triggered Action is what will happen if the trigger is initiated.
If you choose Schedule Reminder it will schedule a reminder for whichever Reminder Type 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…).
If you choose Send Email Alert it will send an email alert to the email address that you enter.
And if you choose Send Text Alert it will send a text alert to the phone number that you enter.
Some examples of how you might use a trigger are… you could create a trigger that will schedule an additional reminder to go out the day before an appointment when a reminder that goes out a week before an appointment is sent.
You could also create a trigger that sends a follow-up message to a customer after an appointment has passed.
In addition to sending multiple reminders for an appointment, another thing you can do with triggers (which I will explain in more detail in another post) is to set up a text or email alert to notify you immediately if a customer cancels an appointment.
Hopefully, this sheds a little light on how to set up triggers to send multiple reminders. If you watch Tutorial 6″ Triggers , it will take you through setting some up yourself.
You can also view our Help Topic: Triggers – Creating and Editing on our help forum.