Scheduled Notification Rules

Edit Scheduled Rule

Use Tour Relative for reminders based on tour time (example: 2 days before, 3 hours before).
Use Stage Inactivity for reminders based on no response / no activity while a lead is in a stage.

Rule Name

Rule Kind

Active?

Recipient

Staff Role

Campus Scope

Channel

Template

Send Mode

Allow Edit?

Tour Relative Settings

Anchor Source

Timing Mode

Offset Minutes

Use negative for before event. Example: -180 = 3 hours before. -2880 = 2 days before.

Fixed Local Time (optional)

Used only when Timing Mode = Fixed Time On Offset Day.

Stage Inactivity Settings

Stage

Inactivity Basis

Inactivity Minutes

Example: 4320 = 3 days.

Dedupe Window Minutes

Inactive rules may be deleted.

Clear

Scheduled Rules

ID	Active	Name	Kind	Recipient	Channel	Schedule Logic	Template
3	No	Follow-up stage - no inbound response for 3 days	stage_inactivity	lead	sms	follow_up \| no_inbound_after_last_touch \| 4320 min	followup_no_response_sms_3d (followup_no_response_sms_3d)	Edit
2	Yes	Tour reminder SMS - 3 hours before	tour_relative	lead	sms	exact_offset \| offset -180 min	tour_reminder_sms_3h (tour_reminder_sms_3h)	Edit	Deactivate first
1	Yes	Tour reminder email - 2 days before at 10 AM	tour_relative	lead	email	fixed_time_on_offset_day \| offset -2880 min \| 10:00:00	Reminder: your Greatstart tour is on {{tour_local_date}} at {{tour_local_time}} (tour_reminder_email_2d)	Edit	Deactivate first