Automatic reminders
Automatic reminders are scheduled messages the system sends on its own as a deadline approaches: an appointment, a payment, a renewal, a booking. You configure them once with rules on lead time and sending channel, then they go out with no manual intervention. On WhatsApp they are particularly effective because message read rates are far higher than email and SMS.
An automatic reminder works on three variables: when to send it, on which channel and with what content. The lead time depends on the commitment: for an appointment, a heads-up the day before makes sense, possibly with a short-notice follow-up; for a payment deadline, a few days' margin. The best channel is the one the recipient actually reads, and the content must allow immediate action: confirm, reschedule or cancel by replying to the message.
The typical setup starts from a source of truth, the calendar or the management system, and from sending rules: how long before, how many times, on which channel, with what text. Recurrences cover periodic commitments, such as installments or renewals. It's always worth allowing replies: a reminder the customer can answer in chat turns a notification into a conversation and cuts down on phone calls.
SendApp includes a reminder system with recurrences and multichannel sending on WhatsApp, email and SMS, synced with Google Calendar: you configure the rule once and the sends go out on their own.
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From theory to practice
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