Appointment Rules

Appointment Rules

Appointment Rules allow for an Activity Process to be assigned to a specific Appointment Result.  Many businesses have post-sale marketing processes, which can be carried out via an Activity Process.  Assigning the post sale marketing process to the demo/sold appointment result, (or any sold appointment result) will trigger the Activity Process, automatically creating all activities associated with the post sale marketing process for the contact when an appointment is marked sold.

Assign an Activity Process to Appointment Results:

Click on the Admin link from the drop-down in the upper right corner of MarketSharp

Within the Automation Rules box, click the Appointment Rules link

Click the Add Activity Process for an Appointment Result button

Choose the Appointment Result from the drop-down on the left side of the screen:

If applicable, choose a Result Reason from the drop-down in the middle (otherwise, just leave it as Any).  This would be used in an instance where a user wants one Appointment Result to trigger multiple Activity Processes; they would be differentiated by the different Result Reasons.

 

Choose the Activity Process from the drop-down on the right side of the screen

Once all options are chosen, click Save at the bottom of the screen.

Now when an appointment is resulted using that particular Appointment Result,  the corresponding Activity Process will trigger and attach to the Contact Record.

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