New template filters

Timely and relevant communication is key to closing deals and building relationships with clients. One way to achieve this is by using SMS messaging and personalizing your messages by using meeting titles or descriptions to filter template triggering for automated SMS messages.

By using meeting titles or descriptions to filter template triggering, you can tailor your messages to the specific needs and interests of your clients. For example, if you have a meeting scheduled with a client about a specific product or service, you can use the meeting title or description to send an automated SMS message with information about that product or service. This can help to increase the chances of upselling or cross-selling, as well as to improve your meeting show rate.

Additionally, you can use this method to create targeted marketing campaigns. For example, if you have a meeting scheduled with a client in a specific location, you can use that information to send an automated SMS message with information about your business in that area.

Using meeting titles or descriptions to filter template triggering allows you to save time and resources. Instead of having to manually send SMS messages to clients, you can use automation to send messages at specific times or in response to specific triggers. This can help to ensure that your clients receive messages when they are most likely to be engaged and can help to improve the effectiveness of your communications.

Brenda Peralta

Mike Wille is a seasoned growth marketer and advisor at Aardvark, specializing in conversion and sales enablement. Based in Utah, Mike is passionate about teaching businesses data-driven strategies, tech innovations, and the psychology behind marketing. In his free time, he enjoys exploring the world of AI, VR, and crypto, all while savoring pretzels and root beer.