Automate your email communications to save time and ensure consistent client experience.
Trigger: When booked
Action: Send email immediately
Content: Thank them, confirm details, include meeting link
Trigger: Before event (24 hours)
Action: Send reminder email
Content: Upcoming meeting details, preparation tips
Trigger: After event (1 day)
Action: Send follow-up email
Content: Thank you, feedback request, next steps
Go to Workflows and click Create Workflow
Name your workflow
Select a trigger (when to start)
Add Send email action
Customize:
- Subject line
- Email body
- Use variables for personalization
Personalize emails with dynamic content:
{{invitee_name}} - Invitee's name
{{event_name}} - Booking type name
{{event_date}} - Meeting date
{{event_time}} - Meeting time
{{meeting_link}} - Video meeting URL
{{host_name}} - Your name
Keep confirmation emails brief
Include all essential meeting details
Test your workflow before activating
