Booking the call is half the job. The other half is making sure the lead shows up. This short tutorial covers how to build a campaign that confirms the appointment right away and sends reminders timed off the appointment itself.
Key takeaways
- Confirm immediately. The first step is an email, text or Messenger message confirming the appointment, sent the moment it is booked.
- Time reminders off the appointment. Use the "before" setting so each reminder sends a set number of days, hours or minutes before the scheduled time.
- Use email and text together. It is common to send both, and to send more than one of each, so the lead keeps getting reminded.
- Turn off "stop on response." A lead replying to confirm should not stop the rest of the reminders from going out.
- Add one off leads only after they are booked. You can drop a contact into the campaign manually, but the appointment needs to exist first.
Apply it to your business
Check what a lead receives between booking and the call today. At minimum, send an instant confirmation, a reminder the day before and one shortly before the call, by both email and text. If your team books calls by phone, make sure those bookings trigger the same campaign as online bookings.
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