Thank you message workflows in Zeeg are created through Workflows — automated sequences that trigger actions based on scheduling events. A thank you workflow lets you automatically send a personalized message via email and/or SMS to your invitee and/or host at a defined moment, such as right after a meeting ends. You can tailor the content, timing, and recipients to match your specific needs.
The Workflows feature is available on the Professional plan and above.
How to create a thank you message workflow
Before creating a workflow, choose the workspace you want to create the workflow in, in case you own more than one.
Step 1: Open Workflows
In your Zeeg dashboard, navigate to Workflows under the Engagement section in the left sidebar and click + Create workflow.
Step 2: Choose the workflow type
From the workflow type selection screen, choose Send a thank you email.
Step 3: Fill in the basic information
You will be asked to configure the following details:
Field | Description |
Workflow name | An internal name to identify this workflow (e.g., "Post-meeting thank you") |
Belongs to | Choose whether this workflow belongs to a specific user, a team, or the entire organization |
Applies to | Select which scheduling page(s) this workflow should be active for — you can select one or multiple pages from your Workspace |
Step 4: Define the trigger — "When this happens"
Set the condition that will trigger the thank you message to be sent:
From the trigger dropdown, select the event that should activate the workflow — for example, Event ends.
Then choose when the message should be sent:
Immediately — the message is sent as soon as the trigger occurs
Custom duration — specify a delay (e.g., 30 minutes, 2 hours, or 1 day after the event ends)
Step 5: Configure the action — "Do this"
In the Do this section, choose who should receive the thank you message and what they receive.
Activate the toggles for the recipients you want to include:
Send email to invitee
Send email to host
Send SMS to invitee
Send SMS to host
You can enable one or more of these options. Each activated toggle will reveal its own message editor.
Choose a template
When activated, the editor form opens up. From the Select a template dropdown, pick one of the following:
Thank you — a pre-built template designed to send a warm, professional thank you after a meeting
Custom — start from scratch and build your own message content
Step 6: Write your message content
Subject line
Type the text you want to appear as the email subject. You can enrich it with dynamic variables — for example, inserting Event Date so the subject automatically reflects the actual meeting date.
💡 Use variables to make your messages feel more personal and relevant. Click the variable picker to browse all available options.
Message body
Write the body of your thank you message. As with the subject, you can use variables here to personalize the content with event-specific details such as the invitee's name, event title, or meeting time.
Cancel and reschedule links
At the bottom of the message editor, select whether you want to include cancel and reschedule links in the message. This is optional — it can be useful if you want to give recipients an easy way to adjust future bookings directly from the thank you message.
Step 7: Save your workflow
Once you are satisfied with your configuration, click Save.
Your thank you workflow is now active. It will automatically trigger based on the conditions you set and send the message to the selected recipients.
FAQ
Can I create multiple thank you workflows for the same scheduling page?
Yes. You can create as many workflows as needed and apply them to the same scheduling page. For example, you might have one workflow that sends an immediate thank you right after the meeting and another that follows up with additional resources or a call-to-action a day later.
Can I send thank you messages via SMS and email at the same time?
Yes. You can activate both the email and SMS toggles simultaneously. Each channel will have its own independent message editor.
What variables are available for the subject and message?
Click the variable picker in the editor to see the full list of available options:
Event Name
Event Time
Event End Time
Event Date
Event End Date
Event Duration
Hosting Member Name
Hosting Member Email
Location(s)
Room Location
Location
Event Description
Invitee UUID
Invitee Email
Invitee Phone Number
Invitee Full Name
Invitee Title
Invitee First Name
Invitee Last Name
Invitee Paid Amount
Invitee Payment Currency
Invitee Timezone
Number of seats
Invitee Paid Amount Per Seat
Additional Guests
Custom Query Parameters
Parameter Values
UTM Source
UTM Medium
UTM Campaign
UTM Content
UTM Term
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Questions and Answers
How do variables work? Variables are dynamic placeholders that are automatically replaced with real data when a message is sent. For example, if you add the variable Invitee First Name to your message body, Zeeg will substitute it with the actual first name of the person who booked the meeting — so every recipient receives a message that feels personally addressed to them.
Can I edit a workflow after saving it? Yes. Go to Workflows in your dashboard, find the workflow you want to modify, and click to edit it. Changes will apply to future triggers only.
What is the difference between the "Thank you" and "Custom" templates? The Thank you template provides a pre-written structure for a professional post-meeting message, which you can adjust to your needs. The Custom option starts with a blank editor, giving you complete control over the content and format.