đĨī¸Triggering Workflows
Appointment Segments
One way you can trigger a workflow is by creating an appointment segment. This segment can be used to trigger Email and / or SMS Campaigns to be sent out as confirmation or reminders of upcoming appointments or appointment feedback.
Follow along to create an appointment segment.
Step 1: Click âSegmentsâ on the left side beneath âAudienceâ.
Your list of segments will open up, click the green + at the top right to create a new segment.
Step 2: The new segment page will open, enter the segment title, in this case something like âAppointment Confirmationâ, âAppointment Reminderâ or âAppointment Feedbackâ would be appropriate.
Click âAdd Filterâ to open the filter menu. Click âAppointmentsâ on the bottom left, then âCreated Dateâ and choose when you would like to trigger campaigns that are using this segment.
For example, letâs say Iâd like to send out an appointment confirmation email on the same day that someone books their appointment. I would select âTodayâ.
Once youâve made your selection, click âSaveâ.
Now your segment is ready!
Here are some other filter optionsâĻ
Upcoming Appointments:
Upcoming, Completed or No Show Status:
Pipeline Automation & Tasks
You can also trigger workflows by setting up Pipeline automations and tasks. Keep in mind, appointment segments are required for this method. Follow along below to set it up.
Step 1: Open up your Pipeline automations by opening your Pipeline page and clicking âAutomationâ at the top right next to the green +.
Step 2: Once the Pipeline Automations page opens up, click the green + at the top right to open up the New Automation menu.
Enter the information, see below for an example. Make sure to select âOn goingâ so the automation continues to run in the background.
Once you have chosen the segment, click â+ Add Actionâ and select which action youâd like members in your custom appointment segment to proceed with. For example, they can enter or leave a particular stage in your Pipeline, or an account user can be assigned a task regarding their appointment.
Once youâve selected, the next page will open up for you to make your final selections. FYI, more than one action can be added to an automation.
Check out these links for find out more about pipeline automations and automating tasks.
Form Workflow
Another way to trigger a workflow is by including your Public Calendar link in a form. Check out this article for instructions on how to trigger form workflows.
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