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:

Choose the Time based trigger type
Select the Task trigger record
Run this automation: X (Where X is the amount of time in Minutes, Hours, Days, Weeks, Months, or Years) Before and then Start Date & Time in the drop downs.
Select +Add Condition
1. If Task Type is Initial Appointment
Add a second condition of Is Completed is False. If the appointment task is completed before the trigger, this step will prevent the automation from triggering.
Check the radio for Require all conditions to be true
Select +Add Action
Choose the Send Email action
Select the appropriate Email Template from the drop-down menu, add your recipients, and then Save
Save the Automation when you are finished

Engage: Easily add an Action to any Automation to include a text message with Engage. Follow these instructions to create Engage Text Automations.