Create reminder series and add contact to list
Create reminder series and add contact to list
You log aligner reminder rows in a sheet that must enroll patients and create recurring upload events. This creates contacts and schedules six reminders so patients get the first notice same day.
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Overview
When spreadsheet rows that require aligner photo reminders are updated, manual enrollment and calendar creation cost time and risk missed patient follow-ups. This flow instantly enrolls contacts and schedules six biweekly reminders so campaign managers deliver the first reminder same day.