When setting up the appointment reminder campaign, be sure to include a one-minute wait step to allow time for processing the location value when using Zoom integration.
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:
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
What are Private Integrations? Private Integrations allows you to build powerful custom integrations between your CRM account and any other third party app. If you are looking to integrate your CRM account with a third party app, you have two options: 1. Find and install relevant app from the App Marketplace 2. Build your own […]
TikTok has rapidly emerged as one of the fastest-growing social media platforms, experiencing a massive surge in popularity over the past few years. Recently, the company introduced a new advertising initiative called TikTok Leads. This feature enables advertisers to connect with TikTok users who have already shown interest in their brand or service, allowing for […]
Shopify Variable Details Shopify Variable format Data Sample Abandoned Checkout Trigger Order Placed Trigger Order Info Order id {{order.id}} 1900968798308 YES YES Order number {{order.number}} 1044 – YES Order status URL {{order.order_status_url}} link to order – YES Abandoned checkout URL {{order.abandoned_checkout_url}} link to abandoned checkout YES – Created at {{order.created_at}} 2021-10-21T11:47:12+05:30 YES YES Created on […]
WebinarKit seamlessly integrates with CRM, offering the same core features as our other integrations. For instance, it enables automatic contact addition to your CRM when someone registers for a webinar and allows for tagging contacts based on attendance. However, WebinarKit’s CRM integration includes a unique capability not available in our other integrations—the ability to automatically […]
To set up ActiveProspect consent tracking on a CRM form: Custom CSS For Forms: .form-field-wrapper:nth-child(n) { display: none; } Custom CSS For Surveys: .slide-no-SlideNumber .form-field-wrapper:nth-child(n) { display: none; } Note: Example: If xxTrustedFormCertUrl field is on 2nd slide and 4th element .slide-no-2 .form-field-wrapper:nth-child(4) { display: none; } Custom Script: <script type=”text/javascript”> (function() { var field […]
The QuickBooks integration includes an automated feature that triggers a Review Request as soon as a contact’s initial invoice is fully paid (balance reaches $0). This operates separately from any manual actions or workflow-based Review Requests. You have the option to keep this automation enabled or turn it off as needed. What is the Quickbooks […]
Do you find yourself wasting time manually transferring data between ServiceTitan and HighLevel? Imagine if there were a way to automate this process effortlessly. ServiceTitan is an essential tool for managing service business operations, while HighLevel helps generate leads and attract new customers. Both platforms are crucial for growing and scaling your business, but manually […]
Step 1: Log into your Facebook Business Manager account at https://business.facebook.com/ Step 2: Navigate to your client’s account > Brand Safety > Domains Step 3: Click “Add A Domain” and enter the url without the https:// Step 4: Copy the text record shown in the DNS Verification tab Step 5: Log into the domain’s DNS […]
Instagram messaging connection settings are accessible only for Instagram accounts linked to Facebook Pages, Business Suite, Pages Manager App, Business Manager, Creator Studio, or approved third-party applications. You have the ability to manage your Instagram messaging connections across various apps. By enabling access to Instagram Direct Messages, you can send and receive messages through platforms […]