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2 step submit form and schedule consultation
Sure, here are the step-by-step instructions to create a 2-step claim on My Agency Promoter:
1. Create a Form: First, create a form with the necessary fields to collect the user's information. Go to the "Forms" section in My Agency Promoter, and click on "Create New Form". Add the required fields such as name, email, phone number, and any other fields you need to collect from the user.
2. Add a Trigger: Once the form is created, go to the "Triggers" section in My Agency Promoter, and click on "Create New Trigger". Select the form you just created as the trigger. Choose the "Add Tag" action, and create a new tag for the trigger, such as "Consultation Request".
3. Create an Automation: Go to the "Automations" section in My Agency Promoter, and click on "Create New Automation". Select the tag you just created as the trigger, and choose the "Send SMS" action. In the SMS, let the user know that they will receive a link to schedule their consultation.
4. Add a Wait Step: After the SMS is sent, add a "Wait" step of a few minutes to allow the user time to receive the SMS and read it. Then, choose the "Send Email" action, and attach the PDF that you want to send to the user.
5. Create a Calendar: In My Agency Promoter, go to the "Calendars" section and create a new calendar for the consultation. Set the availability of the calendar and customize the appointment duration and buffer time.
6. Add a Schedule Action: In the automation, add a "Schedule Action" step after the email is sent. Select the calendar you just created and let the user choose a time for their consultation. Make sure to add a confirmation message to the user letting them know their appointment is scheduled.
7. Test and Publish: Test the entire process to ensure everything is working correctly. Once you've tested and confirmed that everything is working, publish the automation and start collecting consultations from your form.
That's it! By following these steps, you can create a 2-step claim on My Agency Promoter to submit a form and schedule a consultation, while sending a PDF attachment to the user.
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