Improvements to Appointment Reminders from Follow Up Campaign

Why Estimate Rocket?

Improvements to reminders from follow up campaigns

Two of the existing Estimate Rocket follow up campaigns can be triggered to count down from the day of the appointment. 

There is now a setting at the company level that will control the time at which that reminder, email or text, will be sent to the client. 


Allowed SMS Start Send Time

This setting will determine how early the SMS and emails are send as part of the follow up campaign. 

 


SMS Template Addition Overview

SMS Templates (Similar to email templates)

Add SMS Template to Follow Up Campaign

Ad - Hoc Use of SMS Templates

New Client SMS Defaults

Improvements to Appointment Reminders

Email Templates

Available Tokens

 



Not an Estimate Rocket user yet?
Start your Free 30-Day Trial or Book a Demo.