With the Chili Piper <> Twilio SMS integration for reminders, your guest can reply to your SMS reminders with certain responses to perform specific actions, such as:
- Confirm a Meeting
- Cancel a Meeting
Additionally, based on the response your guest replies with, you can:
- Notify your rep
- Reply with a specific message
- Includes dynamic tags such as {!Meeting.RescheduleURL}
- Update CRM fields on the Event Object (See more on Custom Salesforce Fields or Custom Hubspot Properties)
- Canceled_CP
- SMS_Response_CP
Twilio, by default, handles standard English-language reply messages such as STOP, UNSTOP, UNSUBSCRIBE or CANCEL for Toll-Free and Long Code messages, in accordance with industry standards. Supported opt-out and opt-in keywords for Twilio Programmable Messaging are listed below.
Important
Twilio Opt Out Keywords - Prompting your guest to use any of these keywords will override Chili Piper's responses. We recommend using different keywords for your response variables.
Confirming a Meeting
Note: SMS Responses are Case-Sensitive
- In the example below, "Y" has been set as the value to confirm the meeting.
- If the user replies with "Y" in the text conversation, the following things will happen:
- The user will receive another SMS message from the same number, "Thank you for confirming - Talk soon!"
- The Confirmed_CP field in your CRM will be marked as "True" (checked)
- The SMS_Response_CP field in your CRM will be populated with the value "Y".
Canceling a Meeting
- In the example below, "N" has been set as the value to cancel the meeting.
- If the user replies with "N" in the text conversation, the following things will happen:
- The user will receive another SMS message from the same number, "Your meeting has been successfully canceled. You can easily reschedule by clicking the following link: {!Meeting.RescheduleURL}"
- The Canceled_CP field in your CRM will be marked as "True" (checked)
- The SMS_Response_CP field in your CRM will be populated with the value "N".
- The Assignee will receive an email alert that the user has canceled the meeting.
Sending a Message based on a user reply
- In the example below, "Chili" has been set as the value to confirm the meeting.
- If the user replies with "Chili" in the text conversation, the following things will happen:
- The user will receive another SMS message from the same number, "Piper!"
- The SMS_Response_CP field in your CRM will be populated with the value "Chili".
