Appointment confirmation and reminder campaigns are campaigns that are used to confirm appointments and nurture the lead with reminders up until the appointment.

Part 1: Appointment Confirmation

Step 1: Create a campaign.

Step 2: If you want a Confirmation Step to occur (which is optional), add in an email/SMS/messenger event with language confirming the appointment. Have this event send immediately (see GIF above).

Step 3: After that, create the subsequent event(s) (your reminders) which need to be set to send ‘before’. The “before setting” will automatically work off of the appointment time and will send exactly X hours/days/minutes before the appointment. As such, if you set up an email to send 48 hours before, it will send 48 hours before the appointment. You can do both SMS and email within the same campaign and using the same set-up.

Step 4: To ensure that a lead continues to get reminders, even if they reply to the campaign, ensure that you toggle off the “Stop on response” in Campaign Configuration. This is necessary for a reminder campaign because even if a lead responds to confirm the appointment, it doesn’t necessarily mean that you will want to stop sending them the subsequent reminders. Once you’re done, make sure the campaign is published.

Part 2: If you need to add a one-off lead to the confirmation and reminder campaign, you can do that in the Conversations section or in the Contacts section. Ensure that the appointment is booked before adding them to the campaign. See GIF above.

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