Workaround - Custom meeting reminder / email follow ups
Aug 31, 2020 3:57 PM - last edited on Aug 31, 2020 4:02 PM by jennysowyrda
Quite often Users ask for help with meetings, and so often what they want is just not possible.. like editing the default confirmation email that is sent after the meeting is booked. But wait!?!?!?!??!?
There's a clever workaround I learned to send a custom "automated email" prior to the meeting event! For this to function successfully we need to use a combination of Contact Properties, Workflow filtering logic, and Delays. Check out this video to learn more: 📼😝