How to set up appointment reminder workflow with Zoom location

How to set up appointment reminder workflow with Zoom location

Modified on: Fri, 7 J Oct, 2022 at 1:14 PM

 

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

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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

Click on + after the wait step

Choose to send Email/SMS to send the appointment confirmation to the lead

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

 

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