You have the ability to send pre-and post-appointment email sequences to users who book calls. Watch the video below to learn how to set this up on your CCK platform.
Pre-Appointment Emails
Pre-appointment emails are emails sent to a person who successfully booked a call with you on CCK. For pre-appointment email sequences to work, it is important that you set your Scheduling notice inside your Booking Event to the correct timeframe.
For example: if you want to send 3 emails to someone before their booked call, you might set your scheduling notice to 48 hours. 48 hours is the maximum amount of time you can select. This means that, if someone booked a call 48 hours from today, you have 48 hours to send a sequence of emails to them.
We recommend that your email sequence is set to complete in less than 48 hours to ensure that your emails will not be sent after a call took place.
To create a pre-appointment email sequence, follow the steps below:
Build your pre-appointment email sequence as an email automation inside your Emails & Automations tab on CCK
Select a tag to start your email automation by editing the Automation Trigger at the top of the email automation flow
Switch your automation on
Open your Appointments tab and edit the Services you have created
Link your email automation to the correct service by opening the settings for the service, tick Tag contacts on the newly booked session and then adding the exact same tag you added at the top of the email sequence automation flow
Post-Appointment Emails
Post-appointment emails are emails you send to a person after you had a call with them. These emails might sell your services or products and also address any concerns they might have.
For example: let's say you completed a sales call with a potential customer and then started sending the potential customer 5 emails over 10 days.
In these emails, you might share testimonials, address limiting beliefs, answer potential questions and finally, give a special course or service offer that is only available during the 10 days.
To create a post-appointment email sequence, follow the steps below:
Build your post-appointment email sequence as an email automation inside your Emails & Automations tab on CCK
Select a tag to start your email automation by editing the Automation Trigger at the top of the email automation flow
Switch your automation on
Do not link this email sequence to any of your Appointment Services
When you completed a call with a customer, go into their contact card on your CCK Contact tab, open their card and manually add the exact same tag you added at the top of the email sequence automation flow
This will instantly kick off your post-appointment email sequence
