Workflow Recipes & Examples for CPR Businesses
Recipes are ready-made workflow structures you can customize. Below are practical examples tailored to a CPR-training business; build them from scratch or adapt a recipe.
New class inquiry follow-up
- Trigger: Form Submitted (class inquiry form).
- Action: Add tag "class-inquiry"; send a welcome SMS with the booking link.
- Wait 2 days; If/Else: if no appointment booked, send a reminder email.
Appointment reminder sequence
- Trigger: Appointment Booked.
- Action: Confirmation SMS + email immediately.
- Wait until 1 day before; send a reminder. Wait until 2 hours before; send a final reminder.
Certification renewal reminder
- Trigger: Contact tag "cert-complete" added (or a custom certification date field).
- Wait until ~11 months later.
- Action: send a renewal reminder with a rebooking link.
Review request after class
- Trigger: Appointment status = Showed (class completed).
- Wait 1 day; Action: send a review-request message with your review link.
Tip: always run Test Workflow with a test contact before publishing, and start with the workflow in draft so no live contacts are affected while you build.
Need help? Contact ResQEngage Tech Support at 844-205-4276.
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