How to set up appointment reminder workflow with Zoom location
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…
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 TriggerClick on SelectClick on Appointment…Click on Add filtersClick on SelectClick on Appointment status isClick on SelectClick on confirmedSave TriggerClick on +Scroll down to the bottom and click on WaitSet Wait Delay for 1 minuteSave Action and continue to build the rest of the appointment reminder workflowClick on + after the wait stepChoose to send Email/SMS to send the appointment confirmation to the leadClick 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 WaitClick on Time DelayClick on Event / Appointment timeIf you want to send a reminder before 4 days: Type 4 hereSwitch minutes to daysSelect Skip all outbound communication actions, till next wait or Event Start Date action.
Click on + after the wait stepChoose to send Email/SMS to send the appointment reminders to the leadYou can continue to add another wait step for another appointment reminder message to go out
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