Customize Meeting Reminder Emails

DiegoPI

It would be great to be able to change de default meeting reminder Email when creating/altering a meeting link. 

 

Th current text is:

Hello,

This is a friendly reminder that we have a meeting booked on:
11 Jun 2018 17:20 EEST

I look forward to meeting with you,
93 Replies
acooper
Participant

I am in complete agreement, we need the ability to customize the Meeting Scheduled and Meeting Reminder emails. The current formatting is not visually appealing, and doesn't match our other email communications, so it looks sloppy and automated, not personalized.  Please implement this ASAP.

jaysonb
Participant

Yes, PLEASE!

HansW
Participant

I also would appreciate this feature.

However, I've found a partial workaround for this. It requires use of an API, which can be done through an app like PostMan (https://www.getpostman.com/).

When a contact uses a meeting link, he still gets the initial automatic message from Hubspot. But in the meeting link definition you uncheck the reminder feature, because that will be handled by your own definition an email templates.

 

These are the steps:

1. For each meeting link, create a new Contact property of type "Datepicker", e.g. "Meeting with John (meeting_with_john)"

2. Using PostMan, update the new Contact property (see API guideline for the body information). Make sure that you set type = "datetime" and do not forget to specify Name ("meeting_with_john") and Label ("Meeting with John").

3. Create a new Workflow, that is triggered when contact completes the specific meeting link.

In the workflow copy the Contact Property "Last Meeting Booked" into your new property "Meeting with John"

Now you have secured the datetime of the meeting in a specific Contact property that is yours to use.

 

4. Create a new Workflow, that is centered around the date "Meeting with John". In the Workflow you can specify sending emails on 1, 2, 3 days before the date, etc.

 

Hope this helps you guys a bit forward! 

jehlen
Participant

Any news on this? Seems like pretty basic stuff for a calendering function to me. Please add the ability to create custom reminders!!

MHD_Productions
Member

In brief, personalisation is a must. In my case, having the ability to ensure people do not take your time for granted is a must as we are a small team. Therefore, if i could escalate fusing colour as a key, going from black to red, we would use it as it has proved to cut down no shows for us in recent months.

remygardien
Member

This is really annoying that this cannot be changed.

hannah-keydata
Participant

I would love a custom reminder feature for meetings.

JosephBeam
Participant | Partner

Any movement on this feature? To add to this - Each reminder email should be editable. Not being able to edit each reminder would defeat the purpose for many users.

margaretA
Member

It would be amazing to have the chance to disable the HubSpot "You booked a meeting with..." email that is sent after a meeting request. We immediately trigger a zoom link with an agenda, so the person requesting the meeting ends up with 2 automated emails immediately after submitting the request. The hubspot one does not offer any additional information and isn't personalized, so all in all a pretty annoying experience for the end user. 

margaretA
Member

Also upvoting this! To further personalize, we should be able to disable the automatic HubSpot "You booked a meeting with..." email. We immediately trigger a zoom invite with an agenda, so the person requesting the meeting ends up with 2 automated emails upon requesting the meeting, which is a horrible user experience, especially if that is the person's first contact with the company. The HubSpot "You booked a meeting with..." does not provide any additional info and is redundant. 

aidanjames
Participant

Completely agree.

Math
Member

would be nice!

alexandran
Member

I agree that this would be very helpful to keep on brand and the current email does not provide enough information. We'd like to include our company name and contact info, a brief message, and the Zoom/call-in info. The booking email should be as informative as the calendar entry if possible.

 

I tried to work around this issue by creating a workflow to run when a meeting is booked, but the personalization token "Last Meeting Booked" provides only the last meeting date and not the time (even though the time is listed in the Last Meeting Booked contact field). 

danfarnesi
Member

I agree!

shanecarey
Member

This is vital to driving a higher meeting rate then we are currently getting.  It seems like this would benefit all of your customers and not just the ones asking for this feature.

I would like to include in the reminder a link to the actual zoom meeting that's scheduled.

nickmartin
Member

How can this not be a standard feature of HubSpot? I'm blown away that it would take this long for something as simple as this to be implemented? More and more I see how HubSpot is trying to do EVERYTHING but failing to do ANYTHING well. You are spreading yourselves too thin.

 

How can we not be able to send an email reminder for a meeting booked in THE CONTACTS booked time? Unbelievable. 

DY
Member

Totally agree! I coordinate calls for our Sales team and host those meeting links on my account. This could make it confusing for the prospects, due to the wording of the reminder making it look like the call is with me.

granthensel
Member

This would be very helpful for us!

ShiraBizCoach
Member

Agree. This is an important functionality we should be able to manipulate for a better client experience.

JeremyPSE
Member

Let's gooooo Hubspot - we need this feature. Calendly just built a Hubspot Integration and they let you customize emails...