Workflow SMS based on complex dates

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Charlotte Pichelmann

It would be great if we could set up a workflow automation based on a workshops complex dates. For example, a lot of our classes are only held once a fortnight, and we'd love to set up automated SMS's the day before each complex date to remind students of the upcoming class.

Currently we can only set up an SMS workflow based on the workshops first date, meaning we can only have the SMS go out before the very first class.

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    Mark Gilmore

    Hi Charlotte

    Thank you for your suggestion. Whilst it is not currently possible to use the action "Send Workshop SMS" for Complex dates, you can actually achieve the behaviour you're looking for by using the "Send Contact SMS" action, combined with a Trigger Type of "Report Row Event".

    You can watch the following video to learn about Schedules (3:42 min). Unfortunately our SHOT video on how to use Report Row Event as a trigger will not be available until next month, so you may have to watch the following video on how to Setup a refresher reminder email for expiring units (4:02 min) which may provide some insight into how that trigger type works.

    Following this, you may be able to adapt the functionality using the Workshop Complex Date report.

    If you're struggling with this at all, please feel free to contact our Help Desk, and one of our support staff will be able to assist in setting this up.

    Kind Regards
    Mark

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