Sales Appt Confirmation, Reminders, Etc Verbiage
Below is the wording for Sales Appt automated emails and texts. If you would like to change the wording of any of these messages, please submit a support ticket using the CRMX Portal or use this link: https://crmx.app/support-ticket
Email (Booking Confirmation)
Hey {{contact.first_name}},Your appointment has been confirmed for {{appointment.start_time}} {{appointment.timezone}}. Please add it to your calendar real quick by clicking below on which calendar you use:
Add to google calendar | Add to Apple/Outlook
See you soon,{{user.name}}{{ custom_values.company_name }}P.S. If you need to reschudule, you can always click here: Reschedule
Email (Pre Appt Video)
Hi {{contact.first_name}},
I wanted to get this video in your hands before our solar appointment. My clients have found it very helpful to watch and I think you'll like it too.
It's only like 2 minutes :-)
CLICK HERE to watch the video real quick.
See you soon!
{{user.name}}{{ custom_values.company_name }}
P.S. Your appointment is set for {{appointment.start_time}} {{appointment.timezone}}. If this time does not work, please let me know. You can also click the reschedule link below.
Pre Appt Video:
Email (24 Hour Reminder)
Hey {{contact.first_name}},
Quick reminder of your solar appointment tomorrow: {{appointment.start_time}}.
Btw, if you haven't fully watched the video I sent earlier, please do so real quick RIGHT HERE. I think you'll find it super helpful for our appointment.
Thanks!a
{{user.name}}{{ custom_values.company_name }}
P.S. You can add the appointment to your preferred calendar here:
Add to Google calendar | Add to iCal/Outlook
Need to reschedule? Reschedule
SMS (24 Hour Reminder)
Hey {{contact.first_name}}. If you haven't watched this solar video yet, please do: {{trigger_link.DCTbLrA3vxVL8sdgY926}}
FYI, your solar appointment is tomorrow at {{appointment.only_start_time}}. If this time no longer works for you, reply here to let me know and we can reschedule.
{{user.name}}
{{ custom_values.company_name }}
Email (1 Hour Reminder)
Hey {{contact.first_name}},
Quick reminder that your solar appointment is in 1 hour!
Looking forward to seeing you!
Thanks!{{user.name}}{{ custom_values.company_name }}
SMS (1 Hour Reminder)
☀️ Hey {{contact.first_name}}, it's {{user.first_name}} with {{ custom_values.company_name }}. I'm prepping for our solar appointment that starts in 1 hour.
Will you do me a quick favor and confirm our appointment by replying with "YES"?
SMS Auto Reply to 1 Hour Reminder
Fantastic! See you soon :-)