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How to set up appointment reminder workflow with Zoom location
When we set up the appointment reminder campaign, please be sure to add a wait step for a minute in order for us to process the location value if you are using Zoom integration.
1. Click on Add New Workflow Trigger
2. Click on Appointment…
3. Click on Add filters
5. Click on Appointment status is
6. Click on Select
7. Click on confirmed
8. Save Trigger
9. Click on +
10. Scroll down to the bottom and click on Wait
11. Set Wait Delay for 1 minute
12. Save Action and continue to build the rest of the appointment reminder workflow
Click on + after the wait step
13. Choose to send Email/SMS to send the appointment confirmation to the lead
Click here to value the list of custom fields you can use for appointment workflow:
14. Click on Save action:
15. Click + to add another step:
16. Scroll down to the bottom and click on Wait
17. Click on Time Delay
18. Click on Event / Appointment time
19. If you want to send a reminder before 4 days:
Type 4 here
20. Switch minutes to days
21. Select Skip all outbound communication actions, till next wait or Event Start Date action.
22. Click on + after the wait step
23. 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
