{"id":7097,"date":"2024-05-15T23:40:27","date_gmt":"2024-05-15T23:40:27","guid":{"rendered":"https:\/\/www.greminders.com\/articles\/?p=7097"},"modified":"2026-03-31T23:51:06","modified_gmt":"2026-03-31T23:51:06","slug":"client-automation-reviews-on-autopilot","status":"publish","type":"post","link":"https:\/\/www.greminders.com\/articles\/client-automation-reviews-on-autopilot\/","title":{"rendered":"Client Automation: Bulk Sends"},"content":{"rendered":"\n

In the client management world, effective communication is the cornerstone of success. Enter GReminders<\/strong>, the trusted ally for appointment scheduling and reminders. But hold on\u2014there\u2019s a twist! GReminders has just released a VERY big update to one of its features and it\u2019s all about how to streamline client communications<\/strong>. If you’re an existing user, you may have utilized our Bulk Send<\/a> feature before. Now experience a much more robust version.<\/p>\n\n\n\n

What\u2019s New?<\/strong><\/h2>\n\n\n\n
    \n
  1. CRM Integration<\/strong>: Say goodbye to manual data entry! With the new integration, GReminders syncs seamlessly with your Redtail <\/a>, Wealthbox<\/a>, Salesforce<\/a> and Hubspot CRM contacts. Imagine having the power to pull highly targeted lists<\/strong> based on Redtail, Wealthbox and Salesforce Contact criteria. Whether it\u2019s specific client segments, prospects in a particular industry, or follow-ups for a recent event, GReminders has you covered. <\/li>\n\n\n\n
  2. Automated Recurrences<\/strong>: Ever sent a meeting request, only to have it lost in the shuffle? Fear not! GReminders now offers automated recurrences. If a client or prospect receives a notification but doesn\u2019t schedule immediately, GReminders will persistently follow up. You decide how many occurrences\u2014whether it\u2019s daily, weekly, or custom intervals. No more missed opportunities; just persistent, personalized communication.<\/li>\n<\/ol>\n\n\n\n

    Note: This functionality is available on the Business Plan and requires a quick Approval Process (fill out the form on the Bulk Send page<\/a> to gain access to this functionality).<\/p>\n\n\n\n

    Learn How<\/strong><\/h2>\n\n\n\n
    \"\"<\/figure>\n\n\n\n

    When creating a new client automation, you’ll navigate to “Management”>”Bulk Send”>”New Bulk Send”. From here you’ll see a new menu will populate with TWO types including the new type “Ongoing Automation”. For this use-case and example, we will be creating an Ongoing Automated Annual Review Schedule for January. <\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    As we prepare to request appointments for the January Annual Review, our purpose is succinctly defined as the \u201cRequest for Appointment.\u201d To facilitate efficient management, you\u2019ll assign an internal name \u2014something that allows easy reference and retrieval in the future. Now, let\u2019s focus on defining the recipients.<\/p>\n\n\n\n

    Note, there are 2 purposes, one is a General Notification (good for Birthday Wishes, Anniversary Wishes, and other date based notifications), and the second for purposes of Scheduling a Meeting. The “purpose” here is to define what outcome you want to see. Just send a notification, or ask for a Meeting to be booked. <\/p>\n\n\n\n

    In the past, you had the option to import either email addresses or phone numbers. Right below the familiar options, you\u2019ll find the ability to pull your CRM Contacts. For this example, we\u2019re forging ahead with CRM Contacts. Click \u201cSave and Continue\u201d to progress to the next step.<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    Looking at the Scheduling portion: When do we want this to be sent? Since this is an Annual Review, we want this to run automatically on an annual basis so our scheduling ramifications are set for every 12 months on the 1st day of the month at 8:00am. You can have this end after so many occurrences but since this is a standard practice in my firm, I will elect to never have this end.<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    Seen here is the menu for Contact Criteria. As a CRM\/GReminders user, you have access to all sorts of CRM Contact Criteria to send against. For this example, I define my annual review dates by placing my clients into tag groups labeled by month<\/strong>. <\/p>\n\n\n\n

    [Redtail users: To learn more about how to organize your Redtail contacts into Tag Groups, see this article<\/a>. To learn more about sending to Head of Households only in Redtail, see this article<\/a>.]<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    It\u2019s crucial to specify the Event Type<\/strong> and the intended recipients. Your CRM database offers various ways to identify contact owners, including the \u201cServicing Advisor\u201d or \u201cWriting Advisor\u201d field. While this aids CRM organization, GReminders focuses on ensuring clients receive the correct booking link from their advisor\u2019s platform. By selecting the appropriate event type template (e.g., Annual Review Meeting), you streamline the process. Additionally, set a \u201cfallback\u201d option for cases where no advisor is assigned\u2014ensuring all clients can access the general advisor\u2019s Annual Review booking link.<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    The crux of your Notification lies in the Email Content<\/strong>. GReminders simplifies this by providing a pre-filled text field, which you can edit as needed. Pay attention to the variables<\/strong> above. Please note the <a href=”{{bulksend.cta}}”>{{bulksend.cta}} in the text field for appointment request messages. This variable is necessary to ensure GReminders can track when a client schedules with you through this link.<\/p>\n\n\n\n

    Leveraging variables allows you to create an email body that resonates with a broad audience. The sample email displayed above resembles the following:<\/p>\n\n\n\n

    \n\n\n\n

    Hi John,<\/p>\n\n\n\n

    It’s time for our Annual Review Meeting. Can you please select a date\/time that is convenient for you to schedule your Annual Review Meeting.

    www.greminders.examplebookinglink.com

    If you have any questions you can reach me at 555-555-5555. I look forward to connecting again.

    Thank you,
    Nancy Briggs
    Advisors and Wealth Planner
    555-555-5555
    nancybriggs@briggswealth.com
    Briggs Wealth Management<\/p>\n\n\n\n

    \n\n\n\n
    \"\"<\/figure>\n\n\n\n

    The last main takeaway to properly use them for your processes is the Continued Automations. <\/p>\n\n\n\n

    This feature allows you to determine the number of recurrences\u2014essentially, how persistently we nudge your clients or prospects to schedule with you. It\u2019s a strategic opportunity to align with your existing follow-up processes, especially when scheduling annual reviews.<\/p>\n\n\n\n

    For instance, if you diligently call your clients every day during the first week of the month to secure appointments, this is the place to define that rhythm. Here\u2019s the beauty: GReminders takes over from here. We\u2019ll handle the follow-ups, encouraging your clients to take action. And the best part? Once they use the booking link to schedule their appointment, our system gracefully stops the follow-up recurrences. No extra effort required on your end\u2014just seamless automation.<\/p>\n\n\n\n

    At GReminders, we\u2019re on a mission to revolutionize your client interactions. Our latest addition is a game-changer. Imagine trimming down those lengthy processes\u2014whether it\u2019s Annual Reviews, timely notifications about RMDs, facilitating QCDs, or inviting clients to your hosted events. We believe that communicating with your clients shouldn\u2019t be a tedious chore. Instead, it should free up your most precious resource: time<\/strong>. So go ahead, and dedicate that time to what truly matters\u2014servicing your clients effectively.<\/p>\n\n\n\n

    Happy Scheduling!<\/p>\n\n\n\n

    For questions, reach out to us at support@greminders.com<\/p>\n\n\n\n

    <\/p>\n\n\n\n

    Keywords: Bulk Send, Client Automations, Review Autopilot, Birthday, Anniversary<\/p>\n","protected":false},"excerpt":{"rendered":"

    In the client management world, effective communication is the cornerstone of success. Enter GReminders, the trusted ally for appointment scheduling and reminders. But hold on\u2014there\u2019s a twist! GReminders has just released a VERY big update to one of its features and it\u2019s all about how to streamline client communications. If you’re an existing user, you may have utilized […]<\/p>\n","protected":false},"author":9,"featured_media":7123,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16,1],"tags":[],"class_list":["post-7097","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-financial-advisors","category-general"],"yoast_head":"\nClient Automation: Bulk Sends - End to End Meeting Management Platform - SMS Reminders - AI Notetaker<\/title>\n<meta name=\"description\" content=\"Discover how GReminders\u2019 latest update enhances appointment scheduling, integrates with your CRM, and automates follow-ups. 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