Invitation/reminders in CRM events using custom templates and contacts
Hi.
I'm sure you have several similar requests for something like this but I'd liek to make a suggestion for something that would surely be widely used.
Our business is a service related operation that works on the basis of taking bookings for particular dates at set times.
I'd like to be able to automate the process of sending our booked customers a reminder a few days before their booked time/appointment.
The way I would like to be able to do this would be to:
1. In creating or editing the event, select a contact (or more than one contact) to receive the reminder and then select a custom template (from the email template list or similar) and then in setting the reminder dates (3 or 4 days before the event date for example) simply save the event and know that all selected contacts will be forwarded a reminder notice by email using the email template selected for that notification.
If it is possible to already do this using workflow rules then I need help in creating the rules that way.
I hope something like this will be available some time soon.
Thank you.
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I'm sure you have several similar requests for something like this but I'd liek to make a suggestion for something that would surely be widely used.
Our business is a service related operation that works on the basis of taking bookings for particular dates at set times.
I'd like to be able to automate the process of sending our booked customers a reminder a few days before their booked time/appointment.
The way I would like to be able to do this would be to:
1. In creating or editing the event, select a contact (or more than one contact) to receive the reminder and then select a custom template (from the email template list or similar) and then in setting the reminder dates (3 or 4 days before the event date for example) simply save the event and know that all selected contacts will be forwarded a reminder notice by email using the email template selected for that notification.
If it is possible to already do this using workflow rules then I need help in creating the rules that way.
I hope something like this will be available some time soon.
Thank you.
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