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=== Steps to Import the Automation Recipe === Once you import the automation into your account, you need to: # Follow the Import Wizard prompts to configure your automation. # Create the emails that will go out in each "Send email" action. # Configure the SMS message and register for A2P 10DLC if you are sending SMS messages to contacts in the United States. # Create and include a survey link in your post-appointment email. Note that you can modify this automation as much as you need to for your business and workflow. For example, you can start the automation for contacts five days before their appointment, remove any action you don't need, or add more actions as you see fit.
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