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Smarter Scheduling with Dynamic Dates in Campaigns

Unlock next-level automation in Salesmsg Campaigns with Dynamic Dates. Schedule texts based on custom date and time fields for webinars, appointments, renewals, and more.

Summary

This video shows how to use Dynamic Dates in Salesmsg Campaigns to send messages before and after a contact’s custom event - like a dental appointment. You’ll learn how to set up reminders and follow-ups using date or datetime fields, so every message goes out right on time, automatically.

Transcript

Hi everyone. Last month, we launched Salesmsg Campaigns, and now we're adding a powerful upgrade: Date Field Campaigns.

With this improvement, you can now send messages on, before, or after any contact’s date or datetime field.

So, let's see how it works.

Let's say you're a dental office, and you want to send your customers reminders before their appointments and follow up with them afterward to ask for reviews.

First, we'll add a message to go out one day before the appointment. Click Date Field, set it to 1 day before, then select your Appointment Date field. Choose a time-let’s go with 9:00 a.m.-and turn on Use Contact Time Zone to make sure messages go out at the right local time.

Next, we'll add a second reminder 1 hour before the appointment. Same setup-we'll just select the Appointment Time field.

Finally, add a follow-up message for 2 days after the appointment. This is a great moment to check in and ask for a review. And that's it! Your campaign now sends perfectly timed messages before and after every appointment.

That’s it for this video. Use this improvement today to automate your campaigns with ease.

Thanks for watching!

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