you have just scheduled an appointment with margaret smith, a client, for thursday, february 19 th...
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You have just scheduled an appointment with Margaret Smith, a client, for Thursday, February 19th at noon.
It is currently February 12th.
Delivery DateThis is where you enter the date and
time for the e-mail delivery
CalendarEasily select a date for delivery using the
calendar feature
Delivery TimeHere you can select the exact time of
day you would like to have the scheduled e-mail to send
Save RespondersOnce you are satisfied with your e-mails, click here to batch your e-mails for scheduled delivery
AddClick the “Add” button to schedule another responder to your existing
recipient
SeriesSelect a pre-defined series of scheduled
e-mail templates to save time in the business responder
Edit SeriesThis will take you to a page where you
can select and create your own template series so you may have the option to use
the same series of templates in the future to save time scheduling your next
set of business responders.
Our First E-MailFor our scenario, we will first send an
e-mail regarding an appointment
TemplateWe will select the “Next Appointment”
template
Send To: Individual
Recipient’s E-MailEnter the recipient’s e-mail address
Recipient’s NameEnter the recipient’s name
TimeSince this is an appointment reminder template, we will include the date and
time of our appointment
CalendarClick calendar to display a calendar to
select your desired date
Date & TimeNotice that the Date and Time are
entered in the e-mailBusiness Responder Tool
Here we’ll schedule the date and time for delivery
CalendarClick Calendar to open the calendar
window and select the date for delivery
Let’s schedule the e-mail for “tomorrow”: February 13, 2009
Remember: in this scenario today is Feb. 12, 2009
Second E-MailNow that our first e-mail is completed,
let’s click the “Add” button in the Business Responder
Our Second E-MailFor our scenario, this e-mail will be an Appointment Reminder sent the day
before the appointment
TemplateWe will select the “Appt Reminder”
template
TimeSince this is an appointment reminder template, we will include the date and time of our appointment by selecting
the date in the calendar window
Recipient InformationNotice that the recipient’s name and e-mail address are still entered from
the first e-mail template
Date & TimeNotice, once again, that the Date and
Time are entered in the e-mail
Calendar (Delivery)Click Calendar to open the calendar
window and select the date for delivery
Let’s schedule delivery for the day before the appt: Feb 18, 2009
Remember: in this scenario the appointment is on February 19, 2009
CC This E-MailClick “CC this e-mail address” to send a copy of the Appointment Reminder to
yourself
This way, you get a reminder too
Our Third E-MailFor our scenario, we will now send a
“Happy Birthday” e-mail
Let’s click the “Add” button in the Business Responder to start
Third E-MailThis template doesn’t require any
information other than the recipient’s name and e-mail address, which are
still entered from before
Calendar (Delivery)Click Calendar to open the calendar
window and select the date for delivery
Let’s schedule delivery for our client’s birthday: Jan 8, 2010
Make sure to schedule the e-mail for 2010, since her birthday has already passed this year
Save All Scheduled E-MailsNow that we have all of our e-mails
created and ready to send click “Save Responders” to store them until their
scheduled delivery time
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