Skip to main content

Appointment reminders every day - Recurring Campaign

This guide explains how to set up automated appointment reminders for customers using the Campaigns feature. Follow these steps to capture appointment timestamp, create appointment reminder templates and configure the campaign

Step 1: Add a Apppointment Time Attribute to Leads​

  1. Navigate to Admin > Leads in the Chakra dashboard.
  2. Click Add and select Standard Attribute.
Add lea attribute
  1. Configure the attribute:
    • Name it Appointment Time (or similar).
    • Set the field type to Date Time.
  2. Save the attribute.
Attribute appointment time

Step 2: Create leads with appointment time or update exising leads to have a specific appointment time​

Create leads​

  1. You can upload a csv file with reklevant lead details including a column for appointment time
  2. Ensure to supply a well formatted datetime value like 2025-12-17 09:00:00
  3. Find more information about bulk uploading leads in this article

Update leads​

  1. Visit the lead details page
  2. In the left sidebar, locate the newly created attribute and click the edit icon
  3. Select the specific time and click the "check" icon to save the selected time.

Step 3: Create an appointment reminder template​

  • Go to Message Templates in the Chakra dashboard.
  • Click Create New Template to design a appointment reminder template
Add message body

Step 4: Create an appointment reminder campaign​

  • Navigate to Campaigns in the Chakra dashboard. Click Create New Campaign
Add Campaign
  • Follow the instructions in the help document to Create a Campaign (https://help.chakrahq.com/chat/getting-started/create-workflow-campaign)
  • Configure the wahtsapp message node, including
    • The approved appointment reminder message template.
    • any variable mapping to the template fields
  • Under the trigger section, add a new trigger
  • Provide a name for the trigger
  • Choose recurring type as "Daily"
  • Chose the time of the day when the campaign has to go out
  • Now provide a query to find all the leads whose appointment is scheduled for the day
    • Add a rule and select appointment datetime as the lhs
    • Chose > operator
    • In the rhs - click the date selection field, and set it to 0 hour ago
    • Add another rule
    • Again select appointment datetime as the lhs
    • Chose < operator
    • In the rhs - click the date selection field, and set it to 12 hours from now
  • Click "Save" to save the trigger

Now every day at 9 am,this trigger will find all leads whose appointment time is between 9am and 9pm and send them the reminder message.

Attribute appointment time

Step 5: Test the Automation​

  • Add a test lead with an appointment set to today’s date.
  • Verify that the appointment reminder message is sent automatically via WhatsApp.
  • Monitor the campaign performance in the Chakra dashboard.