Sugester enables sending texts or emails automatically to remind your client about the meeting - it may help with decreasing the number of cancelled visits.
The script described below will activate sending emails/texts with a reminder about a meeting, when defined conditions meet: a client has particular status (in our case client.status_id is 48634), a client was edited, and before edition had other status than 48634.
Before you set the macro:
- check the ID of the status you would like to use (learn how to do it here)
- create an email template which will be sent automatically when a condition meets; in our case it's Job interview's date (learn how to add a template here)
Fill in the name, in the Kind field select Change action in clients
In the Condition script write down:
var id = 48634;
client.status_id == id && client.status_id_was != client.status_id && client.id_was != nullIn the Action script write down:
var sms = "You will receive the date of the first stage of the job interview on your email address" + client.email;
var template_name = 'Job interview date';
var date = client.datetime1;
var time = date.substr(11, 5);
date = date.substr(0, 10);
var template_parmas = {date: date, time: time};
Sugester.send_sms(client.phone, sms);
Sugester.send_email(client.email, '', '', {template_name: template_name, email_from: 'you@email.com' ,params: template_parmas});