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Send Appointment & Marketing Event Reminder Text Messages
Overview
Section titled “Overview”You can send appointment and marketing event reminder texts directly from the existing Send Text automation action. No separate action required.
When a Send Text step is marked as an Appointment Reminder or Marketing Event Reminder, Swivel sends the message as a transactional notification.
Because the recipient has already provided their phone number in connection with an appointment or event, reminder messages do not require double opt-in confirmation.
Why This Matters
Section titled “Why This Matters”Reminder messages are different from marketing messages. Recipients expect notifications about appointments and events they have already scheduled or registered for.
Examples of reminder messages include:
- Your appointment is tomorrow at 2:00 PM.
- We look forward to seeing you at Thursday’s seminar.
- Your annual review begins in one hour.
Examples of marketing messages include:
- Learn about our latest investment strategies.
- Schedule a meeting to discuss your retirement plan.
Reminder messages should be informational, not promotional.
Creating a Reminder Message
Section titled “Creating a Reminder Message”- Open your Automation.
- Add or edit a Send Text action.
- Enable Appointment Reminder or Marketing Event Reminder.
- Enter your message.
- Save and publish the automation.
Example
Section titled “Example”Hi Sarah, this is ABC Financial. Just a reminder that your annual review meeting is scheduled for tomorrow at 2:00 PM. We look forward to seeing you.
How Swivel Helps Protect Deliverability
Section titled “How Swivel Helps Protect Deliverability”To help ensure reminder messages reach your contacts while maintaining carrier compliance, Swivel performs a series of checks when you publish an automation.
Publishing Requirements
Section titled “Publishing Requirements”The following issues must be resolved before the automation can be published:
- A public URL shortener is detected.
- The automation is not triggered by an Appointment or Marketing Event.
These requirements are designed to prevent common carrier compliance issues that could impact message delivery.
Helpful Warnings
Section titled “Helpful Warnings”Some messages may generate warnings during publishing. These warnings are informational only and will not prevent the automation from being published.
Examples include:
- Your business name is not included.
- The appointment or event is not clearly referenced in the message.
- Promotional language is detected.
- Sensitive content is detected: The message contains content related to topics that carriers commonly review more closely, such as alcohol, firearms, tobacco, adult content, or other regulated subjects.
While these warnings do not block publishing, addressing them can help improve message clarity, compliance, and overall deliverability.
Best Practices
Section titled “Best Practices”✅ Clearly reference the appointment or event
✅ Include your business name
✅ Keep messages short and informational
❌ Avoid promotional or sales-focused language
❌ Avoid using reminder messages for marketing campaigns
Frequently Asked Questions
Section titled “Frequently Asked Questions”Do reminder messages require double opt-in?
Section titled “Do reminder messages require double opt-in?”No. Appointment and event reminders are sent as transactional notifications and do not require double opt-in confirmation.
Will STOP requests still be honored?
Section titled “Will STOP requests still be honored?”Yes. Contacts who have opted out of texting or are marked Do Not Contact will not receive reminder messages.
Can I use reminder messages for marketing campaigns?
Section titled “Can I use reminder messages for marketing campaigns?”No. Reminder messaging should only be used for communications related to an existing appointment or event.
What happens if I receive a warning?
Section titled “What happens if I receive a warning?”Warnings are advisory only and will not prevent the automation from being published.