Add pre-call testimonial emails to booked contact records

Your bookings lack pre-call emails, leaving attendees underprepared. Enroll booked contacts into a testimonial email series so they get guidance within minutes.

Overview

Stop relying on manual checks to enroll booked contacts in pre-call messaging; this flow checks calendars and enrolls eligible contacts into your testimonial series automatically. Missing bookings are logged for same-day follow-up so coordinators can close gaps before scheduled calls.