Create a Scheduled Client Message
To create a scheduled client email
Click Templates in the side navigation (icon shown above)
Click Lead Form Templates
Click on the Event Type tab to create a Scheduled Client Email for that type of event.
💡Pro Tip: don’t see the type of event you need? Add a new event type to your account.
4. Under Scheduled Client Messages, click Add (icon shown above)
Editing a Scheduled Client Message Template
Under Portal Template Name, give this template a name so you can find it easily.
ℹ️ Note: the name will not be visible to your client
2. Add a new Scheduled Client Message to this template by clicking Add Template
Scheduled Client Message Settings
If you want to disable this email from being sent out you can turn it off. To turn the scheduled message off
Click the email button and choose Turn Email Reminders Off.
Adding the Email Subject and Body
To add an existing email template, click Choose Existing Template, otherwise, you can type in your subject into Email Subject and your body into Email Body.
Scheduling an Email
Releventful’s email scheduling gives you the power to send the email reminder out exactly when it needs to be.
To choose when the emails should be sent
Click the menu button (icon shown above) next to Scheduled Email
Click Change Email Schedule
Building Your Email Reminder Date
The email reminder date can be ON, BEFORE, or AFTER a specific date that is set and it can also be ON, BEFORE, or AFTER an event status that has been set on the event.
I would like the email to be sent 30 days BEFORE the Event Start Date.
I would like the email to be sent ON the Automation Start Date (immediately).
Setting the Email Reminder Date
Step 1: Click Not Set to choose your schedule trigger
Step 2: Choose a Schedule Trigger
In the Select a Schedule Trigger dropdown, choose Default to choose a date-based trigger or Event Status to choose an event status-based trigger.
Step 3: Choose a Reminder Day
In the Choose a Reminder Day dropdown, choose the day that you would like the scheduled email reminder date to be based off of.
Event Start Date – this is the date you’ve set in the event start date field of the event
Event End Date – this is the date you’ve set in the event end date field of the event
Pipeline Close Date – this is the date you’ve set for the pipeline close date of the Sales Pipeline details of the event.
Automation Start Date (most commonly used) – this option is the most commonly used option; it represents the date and time when this Scheduled Client Message template is added to the event.
Event Status Triggers
All of the event status values that you have added to your account will display
Step 4: Add any Additional Triggers
If you have additional date or event status conditions you would like to add to the email trigger, click the Add button under Additional Trigger Conditions.
ℹ️ Note: if the Add button is disabled, click Done to save your trigger and fix any errors first.
Step 5: Click Done to finalize your selections
Step 6: In the Choose When dropdown, select When you would like the email to be sent
Step 7: If your selection for Step 6 is BEFORE or AFTER, then you can choose the number of days BEFORE or AFTER the trigger.
Setting the Email Reminder Time
Check the box next to Send Immediately to send the email right away.
To send the email at a specific time, uncheck the box next to Send Immediately and choose a time.
Testing Your Email
To see what your email will look like, click Send Test Email in the bottom of the Scheduled Client Message Template edit window.
Save Your Edits
To save your Scheduled Client Message template and all of your edits, click Save in the bottom of the Scheduled Client Message template editor window.
Turning on Scheduled Client Message Template
Turning the scheduled client message template on will automatically add the scheduled client message template to the portal when the event is booked.
To turn on the portal template by clicking the toggle button at the top of the Portal Template edit screen.
When the portal template is off
When the portal template is on
You can change when the scheduled client template is added to the event by changing the event booking default. To change the event booking default, click the portal settings button (icon shown above) and then click Change portal template defaults