Creating Campaigns and Automation via Company Settings - for Admin Accounts

Account administrators can create and maintain a Master set of triggers called Campaigns, which the rest of the team can use when generating scheduling links. These triggers are automatically scheduled once an appointment is booked when they are activated on the fourth stage (Automation stage) of the Scheduling Link building process.

Before your start: 

• Ensure that you are logged into AppointmentCore using an Admin account.

Below are the steps for creating a new campaign:

After signing into your AppointmentCore account, click Settings on the left navigation bar, and then click Campaigns under Company Settings.
Under Campaigns & Automations, click the Create New Campaign button. In the space provided, type in your preferred name for the Campaign, then click the Create button. A confirmation message will show in the upper-right corner, indicating that this step was successful. Click the Add New Automation button on the right to begin creating your master trigger set.

From here, you can create automation in two ways:

• Create automation using templates
• Create automation by manually filling in required fields

Create automation using templates

AppointmentCore provides templates for your confirmation and reminder emails, as well as SMS messages, which you may tweak for your specific needs. 

Follow the steps below to create an automation using a template:

Under Choose From Template, select your desired template from the dropdown list. The remaining fields will be filled in with information depending on the template you choose.
You can then make whatever modifications you need to as you see fit. After you’ve made the changes that you want, click the Create button in the bottom-right corner. On the right side of the page, you should now see the automation you’ve created for your campaign. You can then add as many automations to your master trigger set as you wish by clicking the Add New Automation button.

Create automation by manually filling in required fields

You can create your own automation from scratch rather than using templates if you prefer.

Follow the steps below to create an automation from scratch:

In the Campaigns & Automations page, don’t select anything from the Choose From Template dropdown box; Instead, go straight to the Title field and type in the name you want for the automation. Under Select Campaign, make sure you have the correct campaign name selected for the automation you’re creating.
In the What section, select the type of notification or automation you wish to create from the dropdown menu. You can choose from a variety of CRM and Webhook actions, as well as actions for Automated Reminders and Messages.
In the When section, select when to send out your reminder notification, then set the time for the event. Once done, click the Configure button to continue setting up the automation. Note: configuration options may vary depending on the type of automation you select in the What section. Fill in the necessary fields, then click the Create button in the bottom-right corner to apply your settings. Once created, you’ll see the automation on the right side of the page. You can then add as many automations to your master trigger set as you wish by clicking the Add New Automation button.

See also:

• Applying Admin-created Campaigns to an appointment