Hi, welcome to Quoox University.
In this video, I’m going to show you how you can create reminders using our RoboNudge function for any sessions, so that your members get their reminders before the event.
So let’s start by logging into our platform. We’re going to go to my.quoox.com as always. We’re going to prove we’re not a robot and we’re going to sign into the main dashboard.
Chapter 1: Finding RoboNudge
Now, once we’re here, we’re going to navigate over to the menu on the left-hand side, and we’re going to go into our settings.
This brings up our secondary settings menu, and we’re going to go into our RoboNudge reminders.
Chapter 2: Adding A Title
Okay. So you’ll see here, there’s a couple of additional ones already.
I’ll talk you through what this means in a moment, but for now, we’re going to add a new reminder and go through that step together.
So you have an auto-filled title, you can change this to whatever you want.
So I’m going to put this as my sessions reminders. I might use it for all of my sessions. I might maybe make different triggers and reminders for specific sessions. It’s up to you how you want to use it, and I’ll show you what that looks like in a minute.
Chapter 3: Adding An Alert/Trigger
So I’ve given it a title and now I’m going to add an alert or trigger is the other word that we use for that within the system.
Now, the first thing that you set is the trigger time. So essentially what that means is the time in which this alert will go out to your members that are booked on a specific session, for example, and it’s always before the event.
So this is one day before the event. However, if you click on this, you have the option to change it from days to hours and minutes, it’s very flexible in terms of how often or how soon you want to add a reminder.
Then we have the method. So we’ve got no reminder, which you can use it if you want but I don’t know why you’d add a trigger if you’re not going to use the reminder!
And then you’ve got email only; SMS or fallback email,; SMS and email, so it’ll just do both automatically; or you can use a push alert as well.
Now you’ll probably be familiar with most of these if you’ve been watching the other videos and done your onboarding. So if you need any further information, go back and check on those, but I’m pretty sure you all know what these mean.
So what you’ll see is the alert has actually auto-populated with some information for me, which is really handy, if I’m not too bothered about having loads of detail in it and I just want to get reminders out for my sessions.
So this one has given me an automated subject and what you’ll see is it’s got booking session name.
So essentially what will happen is that mergefield will use whatever the session is that you add the RoboNudge to, so it auto-fills an auto-populates with that information, which is really handy. So you don’t have to go in and change it for every session if you’re going to use it for all of them and stuff like that.
Now for argument’s sake, I’m going to leave this as a reminder of your sessions booking.
Chapter 4: Auto-Filled Content & Mergefields
And then what you’ll see is we’ve also got auto-filled SMS content and auto-filled email content, and that’s completely up to you, you might want to delete all of that and start from scratch, you might want to have a more personal message, it’s completely up to you how you manage these, but we’ve made life a bit easier for you so that if you did want to, you can use these mergefields.
So you can use those fields to make your life a bit easier. So definitely, definitely use those, they’re really handy.
And you can do the same in the email. So I’m going to keep this as it is, because I think it’s really handy, and I’m going to use that and click save, and what you’ll see is I’ve got a trigger point added to my sessions reminders RoboNudge.
Chapter 5: Example RoboNudge
So what I’m going to show you is if I add another alert.
And actually this is going to be one hour before the session, and I’m going to keep everything else the same, just for the sake of the demo, and I’m going to save that.
You’ll see that I now have the two trigger points. I could then add one for 15 minutes before, five minutes before, it’s completely up to you, but once I’ve done that I click save and I’ll get taken back to my listings.
Chapter 6: Your RoboNudge Lists Overview
Now, what you’ll be able to see is all of your different RoboNudge reminder schemes, they’re called, and you can see that we’ve got our sessions reminders, and we’ve got two reminders within that.
So you can actually see how many triggers you’ve set on each one from the main listing, and then you can use the pencil to edit, or obviously the bin to delete it.
Chapter 7: Adding A RoboNudge Reminder To A Session
I’ll quickly show you how you add this to a session.
So now we’re in our secondary menu, we’re going to go into sessions and events.
Now you’ll have seen how to do this on creating a session, and if you haven’t done that already go and check out the video ’cause it’s really, really useful, but let’s say we’re going to look at the 1-1’s.
Now, what you can do is, at the bottom of your main page, once you’ve clicked into the session, it can say:
“Do you wish to apply a RoboNudge reminder?”
Now you can select from the dropdown of the different RoboNudge schemes that you’ve created.
So you’ll see our sessions reminders in there: You’ve got the standard 24 hour reminder.
If you make a change, be sure to click update once you’ve done it and that will update the RoboNudge so that you can make sure all your members don’t forget what sessions they’re booked on to.
That is creating a RoboNudge reminder and adding it to your sessions.
If you have any questions, don’t hesitate to get in touch or check out my other videos at support.quoox.com.