Xplan ExpertAMA: I'm Courtney Youngblutt, Xplan Design Consultant and efficiency expert, Ask Me Anything!
📚Thanks so much for all of your questions! Some of them definitely required me to think outside the box but also reminded me of how flexible Xplan can be in helping to automate processes.
There were some common themes around how to automate various activities in Xplan. I’ve included some links to a couple of useful community articles below in case you want to try out any of these in your practice!
- Email Templates
- SMS Email
- SMS Email System Settings
- Client Appointment Reminder via SMS
- Advanced Search
- Advanced Search - Adding and saving criteria
- Campaigns
- Manage Schedules
Tip when using Scheduler - don’t forget to enable it once you have set it up!!
Hi Courtney
Is there a way to send an automated templated email to a client on their Birthday?
Please also go through auto sending quarterly reports and sms reminders for appts also.
It would great if xplan task lists for a day could be ordered (like drag and drop) for priority (not just using priority drop down) - is this possible?
If there are any other xplan efficiency gems you know of and no one has asked about, please share, as we don't know, what we don't know until we know it!
Thanks ;)
Xplan ExpertHi Lisa, I love these questions! Thanks for posting.
Is there a way to send an automated templated email to a client on their Birthday?
Absolutely! When automating routine tasks such as this, Scheduler is your best friend! I’ve provided high level steps for you below and a link back to the Community where you can find step-by-step instructions.
- Create your email template
- Use xmerge code to personalise the content
- Create an advanced search criteria
- There’s actually criteria specific to birthdays, look for Key details| Birthday and set it to between 0 and 0 days to search for today's birthdays
- Set up a schedule
- Set the schedule to use your search criteria to search for clients with a birthday today
- Set the schedule to send your email template
- Schedule it to run daily at your preferred time
- Don’t forget to enable the schedule for it to run!
Check out this article in the Iress Community: Best Practice: Client Birthdays
📲Instead of an email…..what about sending a birthday SMS?
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