How to Set Up a Reminder Campaign for Your Appointments in B2B Hub

Are you looking to create a reminder campaign for your appointments using the B2B Hub platform? You're in the right place. In this step-by-step guide, we'll walk you through the process of setting up a reminder campaign to keep your clients informed and excited about their upcoming appointments.

Step 1: Access the Campaigns

Begin by logging into your B2B Hub account.

Click on the "Campaigns" tab in the main navigation menu.

Step 2: Create a New Campaign

On the Campaigns page, you'll notice a blue button in the center that says "Add a campaign." Click on it.

Give your campaign a clear and descriptive name, like "Booking Reminder Sequence."

Step 3: Choose Campaign Type

Select the type of campaign you want to create. In this case, it's a booking sequence for appointment reminders.

Click "Get Started" to proceed.

Step 4: Add Campaign Steps

You'll now be able to add a series of steps to your campaign.

Click "Add New Step" to start customizing your reminder sequence.

Step 5: Add a Delay

Since you want to create a countdown sequence leading up to the appointment, begin with a delay.

Set the delay to occur two days before the booking. This allows you to send a reminder email at the right time.

You can customize the time of day and date if needed, but for a countdown sequence, it's usually best to leave them open.

Step 6: Save the Delay

After setting the delay, click "Save" to confirm your settings.

Step 7: Add an Email

Next, you'll want to add an email step to the campaign.

Choose the sender for the email. In most cases, it will be you.

Enter a subject for the email. In this example, we'll use "[B2B] Two more sleeps, so check this out [PersonFirstName]"

You can write the email content, and for personalization, use merge fields to insert the recipient's first name.

You have the option to attach your email signature automatically.

Preview the email if desired, then click "Save Changes" to finalize the email step.

Step 8: Repeat for Additional Steps

To create a comprehensive reminder sequence, you can repeat the process of adding delays and emails as needed. For instance, you might want to send a reminder 30 minutes before the appointment.

Step 9: Save Your Campaign

Once you've added all the necessary steps, click "Save" to save your campaign settings.

Step 10: Link to Your Booking

To learn how to link this reminder campaign to your booking and have it trigger automatically, refer to our separate tutorial video on this topic. (add link here)

Step 11: Finish and Review

You've successfully set up a booking reminder sequence campaign to keep your clients informed and excited about their appointments.

That's it! You're now ready to ensure your clients receive timely reminders leading up to their appointments, enhancing their experience and increasing attendance rates. Good luck!