• For the Actionera Marketing Portal
  • Not for the Creator Portal


When we set up the appointment reminder campaign, please be sure to add a wait step for a minute in order for us to process the location value if you are using Zoom integration.


Click on Add New Workflow Trigger



Click on Select



Click on Appointment…



Click on Add filters



Click on Select



Click on Appointment status is



Click on Select



Click on confirmed



Save Trigger



Click on +



Scroll down to the bottom and click on Wait



Set Wait Delay for 1 minute



Save Action and continue to build the rest of the appointment reminder workflow


Click on + after the wait step



Choose to send Email/SMS to send the appointment confirmation to the lead



Click here to value the list of custom fields you can use for appointment workflow:


Click on Save action:



Click + to add another step:



Scroll down to the bottom and click on Wait



Click on Time Delay



Click on Event / Appointment time



If you want to send a reminder before 4 days:


Type 4 here



Switch minutes to days



Select Skip all outbound communication actions, till next wait or Event Start Date action.



Click on + after the wait step



Choose to send Email/SMS to send the appointment reminders to the lead



You can continue to add another wait step for another appointment reminder message to go out