In the dynamic and ever-evolving realm of financial advising, no two scenarios are identical. The financial advisory landscape is characterized by perpetual change and occasional disruptions. However, a steadfast constant in this field is the imperative to foster robust client relationships. The methods may shift and adapt, but at the heart of financial advising lies […]
GReminders ‘Meeting Category’ option does more than organize your event types – it syncs with your Activity Categories in Redtail as well. This article takes you through understanding the GReminders Meeting Category option, Redtail’s Activity Category overview, and setting up the ability to map Meeting Category to Activity Category. GReminders Meeting Category GReminders Meeting Category […]
Automation in Wealthbox is now made possible through GReminders events. Do you wish you could launch your Wealthbox workflows against specific meeting types? GReminders can now launch your workflow templates in Wealthbox depending on your event type criteria. Understanding Wealthbox Workflows Wealthbox workflows keep your team organized and processes streamlined but cannot launch automatically when […]
GReminders makes triggering Redtail Workflows easy. Typically, triggering workflows in Redtail consists of using Redtail’s built-in feature “Automations”; for some, building those out can be tricky. GReminders has the capability of launching one or more workflow templates in Redtail depending on your event type criteria WITHIN the GReminders platform. Read below to learn how! Understanding […]
GReminders automated online scheduling is an excellent way to allow prospective clients and customers to schedule with you. You can create custom questions and map the answers to CRMs like Redtail, Salesforce, Salesloft and HubSpot. Since a unique variable is created when you create a custom question, you can use the answers in your reminders. […]
When clients visits your website, you want to make it easy for them to schedule an appointment with their Servicing Advisor in Redtail. You could always include a routing form that asks them to indicate their advisor, but perhaps they are new and have met with several advisors and you want to make sure they […]
When scheduling appointments on the Redtail Calendar using GReminders automated scheduling, or creating events directly on your Redtail calendar, an Activity Type is assigned for each event. GReminders direct integration with Redtail can read Activity Types and not only determine scheduling availability, but trigger specific reminders based on Activity Types. Learn more about using Redtail […]
Watch the short video below to learn how easy your can reschedule appointments on Redtail Calendar when using GReminders Direct integration. Set up Reschedule notifications and our automated system does the rest! To learn more about GReminders DIRECT integration with Redtail Calendar and CRM, click HERE. If you have any questions, reach out to us […]
Companies and Organizations with multiple users on their GReminders account may wish to standardize the messaging their clients receive. Depending on your industry and company affiliation, client communications may require approval by your compliance department. GReminders has implemented ways to manage and deploy reminder templates for your department or entire organization. Admins and Managers in […]
If you are the administrator on your GReminders account and you have multiple users, you can utilize Event Type Templates at the Management Level to quickly setup Event Types for your entire organization. You’ll even be able to assign different templates to various profiles and determine which sections of the templates your users can edit […]
