Automating meeting summary sharing is essential for streamlining post-meeting workflows while ensuring that sensitive recordings are restricted to authorized staff members. In this article we will explore how to manually or automatically share Notetaker records to the right people. Sharing Internally Manually On the Notetaker Page you can manually share the recording to other Users […]
So you want to track Contact “Sources” in Redtail. Marketing Attribution is a complicated topic and there are many ways to achieve tracking. UTM field tracking is one way, popular for the Google Analytics Folks. Using other tracking codes via Google Analytics, Hubspot or Marketing Automation tools works well too. But if you are a […]
The following information should not be used as a substitute for legal advice. Congress passed the Telephone Consumer Protection Act in 1991 in response to citizen complaints about unsolicited phone calls from marketers. They later expanded the act to include SMS text messages. The act has been interpreted many different ways, so we won’t endeavor […]
Your Data is your Data. If you no longer need GReminders you can delete or cancel your account at any time without speaking with anyone. To do this go to SETUP > Billing and Scroll all the way down the screen. You should see this: Simply hit Delete Account. This will remove your account and […]
Introducing Seamless Integration: GReminders and PreciseFP Join Forces for Enhanced Client Engagement In the dynamic world of financial advisory services, efficiency and client interactions are paramount. Enter the groundbreaking integration between GReminders and PreciseFP—two powerful tools that have now joined hands to revolutionize how advisors engage with clients and prospects. On the GReminders Side: When […]
GReminders allows you to create various types of notifications. Both from a method such as Email, SMS or Text, or Phone Calls, AND then from a timing standpoint such as Initial Appointment Creations, Reminders prior to an Event or Appointment, and Follow Ups after the Event Ends. All this is done by going to Client […]
Would you like to personalize your appointment reminders? Would you like to see your clients’ names when they confirm appointments? When you use GReminders automated scheduling for individual or group events, or if you integrate GReminders with Salesforce, Hubspot, SalesLoft, or other CRMs, individualized meeting participant data are now available to use with GReminders SMS […]
Do you use SalesLoft to manage your contacts? If so, GReminders has made it simple to send SMS reminders from SalesLoft and import new contacts into SalesLoft from GReminders online scheduling. Now, you can be sure your prospects and clients will show up for their appointments! GReminders integrates directly with SalesLoft (we don’t use a […]
ActiveCampaign is a powerful CRM that assists users with their customer experience automation. GReminders is the easy to use automated SMS appointment reminder and scheduling app that eliminates no-shows and the back and forth associated with scheduling. When integrating the two applications, users possess a powerful set of tools that can help their businesses grow […]
The first thing you’re going to want to do is click this “Sign in with Google.” You’re going to choose which account you would like to set up—you may have multiple accounts—and then you’re going to just allow a few permissions. This will allow our system to access your calendar in order to send your […]
