How do I create an Automation to send an email reminder before an appointment?

This Time-based Automation allows you to email a Contact to remind them of an upcoming appointment.

Prior to creating the Automation, make sure you have an Email Template and have scheduled an appointment for your Contact by creating a Task with the assigned Type of "Appointment".

Recipe:

  1. Choose the "Time based" trigger type
  2. Select the "Task" trigger record
  3. Run this automation: "X " (Where X is the amount of time in Minutes, Hours, Days, Weeks, Months, or Years) "Before" "Start Date"
  4. Select +Add Condition
    1. If Task Type is equal to "Appointment"
  5. Check the radial for "Require all conditions to be true"
  6. Select +Add Action
  7. Choose the "Send Email" action
  8. Select the appropriate Email Template from the drop-down menu, add your recipients, and then Save
  9. Save the Rule when you are finished

Automation - Recipe 4 - Send appt reminder