How to send SMS to all clients who's appointments are, for example, between now and Christmas
Please go to Menu - Marketing - Mail shot
- In the mail shot menu choose Data Source - All clients
- Click appt filter then click the Appt time window (adv).
- Click on the Past button in the active workflow column to change the button to Future.
- Use the dropdown menu to select the time of future appointments to however many months forward you need (EG: 1 month)
- Click on Final Action - Send SMS
- Type your message in the SMS message box
- Preview your mesage with the Preview Button
- If happy, send the messages with the Go Button