It would be great to be able to change the default meeting reminder email or meeting booked email when creating a scheduling page. The minor customization allowed in the form of additional unformtted text is not enough. It would also be great to be able to make changes to the confirmation email that is sent when a meeting is scheduled.
The current text of the meeting reminder email is:
Hello,
This is a friendly reminder that we have a meeting booked on: 11 Jun 2018 17:20 EST
Thank you for all of your thorough ideas. I wanted to let this thread know that we are actively planning some improvements that we can make here based on your feedback. There are a lot of specific requests inside of the broad topic of customization. We won't be solving all of these requests at once, but we are excited to start! I'll keep this group updated with any beta plans.
Just leaving a note here to let you all know that we're still following this closely and are currently exploring some ways we can best solve this issue, so that we can plan the work in the future. I'll hold off on updating the status of this idea until we have something set in Planning.
Best,
Glen
Re: Customize Meeting Reminder Emails - changed to: Not Currently Planned
Wanted to share an update with every here to give some visibility in what the Meetings and Scheduling team is working on, where this problem/idea might fall in priority, and how we are currently thinking about solving it.
The team is currently in progress working on these 2 projects:
1. The ability to insert specific, clickable times into email
2. The ability for attendees to cancel and reschedule using the Meetings scheduling experience (idea here)
Once these projects are completed, we plan to make some big updates to the scheduling experience from a contact record in the CRM, which we plan should solve this problem and greatly expand the use-cases, flexibily, and convenience for scheduling 1-off meetings.
Following that project, we will be reassessing our major priorities, one of which will be the ability customize/personalize the automated experiences in Meetings. At this stage, we exploring the idea of including 'embedded automation' into Meetings. This would allow for us to leverage the power of Workflows automation to "build" customized flows of reminder emails and more. Beyond work in Meetings, this would also incorporate making meeting/scheduling data more accessible and useful in Workflows for a number of use-cases that we want to support and improve in the scheduling experience.
As we progress in our current priorities we will update here with more details on timing and plans.
Just wanted to provide an update here that this is still not currently planned this year, but we are continuing to follow this thread, and I will post here again once we are ready to begin reviewing to be prioritized for upcoming work.
Thanks everyone for your feedback and patience!
Re: Customize Meeting Reminder Emails - changed to: Not Currently Planned
For transparency I am updating this issue from "In Planning" to "Not Currently Planned" because we wont be able to get to this in the next quarter. This is one of the top ideas in Meeting, so we will watch this closely and I will make sure to update here periodically until we have a better idea for next steps.
It is funny that when Hubspot is the one to schedule a meeting, they send a personalized reminder with your name and the link for the meeting, however we as users, are not able to do that. So many upvotes, so much time passed, and yet not prioriterized.
I can't believe it is not possible not only to personalize this message but not even to edit it - This is a FAIL on HubSpot's part. This is where we often make our first impression and a generic email is not how we want to represent HubSpot as a partner
Sad to see this was suggested in 2018 and it's been 3 years without any progress. This upgrade is essential. Not everyone might use the Meetings tool specifically for in person meetings. I personally use it as a pickup system for my clients or for virtual meetings as my initial point of contact for prospects. It's irrelevant that it says "we will be talking about the following" when my description has nothing to do with talking points or a meeting where I will personally meet them. The closing salutation is redundant/irrelevant because I have my signature added and again I'm not meeting everyone in person.
Being able to customise the email notification (content, when they are sent, links etc) should be a no brainer. The current email causes more confusion with first-time bookers and regulars who use my link to book meetings with me.
It would be great to be able to fully draft/design the confirmation and reminder emails (w/ branding) - only have the date & time & location/virtual link autofill. Hope this is at the top of the list for next quarter - it's important!
