✔ Add additional Automations for SalesForce
Completed by Chris Z.
- Assigned to
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Isaac K.
- Notes
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Isaac, can we add all the services except for Phone Inquiries on SalesForce. We have done CoolSculpting, The Specials Popup, and Emsculpt. The message we want is listed below. Create a new automation and new template for each service, the support says you do not have to create a new process but I do not want to mix them so do whatever you feel is best.
Here is video
Below is message for all services minus the contact form
Hi {!Lead.FirstName}. Thank you for choosing Skinney Medspa. We look forward to scheduling your free consultation. Which days + times work best for you?
(for each sms template add the service name) Example:
Hi {!Lead.FirstName}. Thank you for choosing Skinney Medspa. We look forward to scheduling your free EmSculpt consultation. Which days + times work best for you?
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Below is message for Contact form
Hi {!Lead.FirstName}. Thank you for choosing Skinney Medspa. Please let us know how we can help you. If you would prefer a phone call, let us know the best time to contact you.
Comments & Events
Thank you.
Chris Zelig completed this to-do.