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How to send advanced reminders and follow-ups
How to send advanced reminders and follow-ups

Use dynamic variables to send reminders and follow-ups in multiple languages and that are completely customized to your customers and brand.

Krissa avatar
Written by Krissa
Updated over 4 months ago

🌍 Overview

Advanced reminders and follow-ups opens up a whole world of customization and support for multiple languages. If you are interested in sending your customers emails and SMS in their preferred language, or you would like to include specific information and have complete flexibility over your communications, then advanced reminders and emails has all the tricks πŸ€Ήβ€β™€οΈ


πŸ“¨ Setting up advanced email reminders and follow-ups

To set up advanced email reminders and follow-ups:

  1. Click on the Email & SMS tab and select Manage reminders and follow ups

  2. Click create or edit an existing reminder or follow up by selecting the pencil icon

  3. Select email from the choice of email and SMS

  4. Scroll down to the content editor and toggle advanced emails on

  5. If you wish to create your email in another language please select add another language for this email content. A dialog will display containing available languages which can be selected.

  6. You can now enter your custom content into the code editor, using Liquid syntax. Variables can be included in the content (for example the customers first name), by either selecting the variable from the Insert variable dropdown on the top right, or by keying them into the editor directly.

  7. If you're happy with the content, you can publish it by selecting save and publish.

Please note that there is no option to save an email template as a draft. Once you hit publish it will start sending to customers.


πŸ“± Setting up advanced SMS reminders and follow-ups

In order to use the SMS functionality, you will need to integrate with one of the SMS providers. Click here to learn more.

To set up advanced SMS reminders and follow-ups:

  1. Click on the Email & SMS tab and select Manage reminders and follow ups

  2. Click create or edit an existing reminder or follow up by selecting the pencil icon

  3. Select SMS from the choice of email and SMS

  4. Scroll down to the content editor and toggle advanced SMS on

  5. If you wish to create your email in another language please select add another language for this email content. A dialog will display containing available languages which can be selected.

  6. You can now enter your custom content into the code editor, using Plain text. Variables can be included in the content (for example the customers first name), by either selecting the variable from the Insert variable dropdown on the top right, or by keying them into the editor directly.

  7. If you're happy with the content, you can publish it by selecting save and publish.

Please note that there is no option to save an email template as a draft. Once you hit publish it will start sending to customers.


🧐 How does Appointedd know which language to send?

A customer's language is detected when they select their preferred language from a drop down list on your booking tools. If a customer has selected a language which you haven't set up a template for, the default template will send. You can select a language to be the default at the bottom of the code editor.


πŸ‘€ Interested in sending advanced confirmations?

If you like what you see, this functionality is also available for confirmations! Check it out here.


We would love to hear any feedback πŸ‘‚

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