Notifying your customers before a scheduled meeting is a key way to ensure they are reminded and prepared. With the Flow Builder, you can easily automate reminders via SMS or email, based on the timing you choose. By setting a trigger and using the “Wait For Amount of Time” step, you can schedule these reminders to be sent at the right moments leading up to the meeting.
Steps to Notify the Customer #
- Add the “Trigger” Step
- In the Flow Builder, go to the Trigger Menu to add a trigger to your flow. This will be the event that starts the automation, such as when a meeting is scheduled.
- Add the “Wait For Amount of Time” Step
- In the Logic Section, drag and drop the “Wait For Amount of Time” step onto the canvas.
- Configure the time duration (e.g., 1 hour, 1 day, or 1 week) before the meeting that you want the reminder to be sent.
- Add the “Send SMS” or “Send Email” Step
- Drag and drop the “Send SMS” or “Send Email” step from the Messaging Section.
- Customize your message with details like the meeting time or other relevant information.
- You can add additional “Wait For” steps to send multiple reminders (e.g., a reminder 1 hour before, 1 day before, etc.).
- Save the Flow
Once your flow is set up, click Save to apply your changes and activate the reminder notifications.
