Schedule Calendar Reminders and Messages

Distinguish between calendar reminders and customer messages #

The calendar can record future events, and after enabling "Automatically send messages", content can be sent to customers from a designated service account. Before creating, decide whether this is an internal work reminder or an actual notification that needs to be sent to customers; the title and description cannot replace the message body.

A good example would be confirming a demo time with a customer who has an appointment. Prepare the accurate appointment date, recipients and message content first to avoid mistakenly converting the test schedule into a formal customer task.

Fill in schedule information #

1. Enter "Calendar" on the client and open "New Schedule".
2. Fill in the title and select the theme; set the start and end time and description according to the interface.
3. Configure reminder options. Reminders represent the arrangement of schedule reminders and should be checked separately with whether to send messages to customers.
4. If you need to send messages to customers, turn on "Whether to send messages automatically".
5. Fill in or select "Send to Customer" and check the "Customer Service Number". It is recommended to clearly specify the account responsible for sending to facilitate subsequent verification.
6. Select the message type and fill in the content. The screenshot shows text input, and the admin console page also provides an entry for adding content; the complete types currently supported are subject to the interface options.
7. Recheck the date, time period, recipient, sending account and text to complete the confirmation.

Administrator assigns tasks to team members #

Administrators can create schedules in the "Schedule Management" of the admin console and specify service accounts to perform message tasks. Before making arrangements, you should confirm which team member uses the account, whether it is connected, and let team members know the content of the task. The client and admin console use similar fields, but the information does not explain conflict handling or whose settings take precedence. You should avoid repeatedly creating the same notification when collaborating.

Verify execution with test schedule #

First create a schedule and send it to the designated test contact person, and record the date and time you use. Check the time displayed on the computer and the page; if the team uses it across time zones, you should first confirm the time at which the current version is actually executed. The data does not provide time zone calculation rules.

After the scheduled time is reached, check the session of the corresponding account to confirm that the actual content sent is consistent with the content received by the recipient. Successful creation only means that the schedule has been saved, but does not mean that the message has been sent. When not sent, priority is given to checking the automatic message sending switch, target contact, service account connection and time settings.

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Frequently asked questions