{"id":25221,"date":"2024-12-10T08:50:30","date_gmt":"2024-12-10T08:50:30","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/%d8%a5%d9%86%d8%b4%d8%a7%d8%a1-%d9%82%d8%a7%d8%b9%d8%af%d8%a9-%d8%a5%d8%b1%d8%b3%d8%a7%d9%84-%d8%a2%d9%84%d9%8a-%d9%84%d8%b9%d8%b1%d9%88%d8%b6-%d8%a7%d9%84%d8%a3%d8%b3%d8%b9%d8%a7%d8%b1\/"},"modified":"2024-12-15T08:50:02","modified_gmt":"2024-12-15T08:50:02","slug":"create-an-auto-reminder-rule-for-estimates","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/create-an-auto-reminder-rule-for-estimates\/","title":{"rendered":"Create an Auto Reminder Rule for Estimates"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text]<\/p>\n<div class=\"post-content-body-container\">\n<article class=\"post-content-body\">\n<div id=\"\" class=\"post-content-body-section\">\n<p style=\"text-align: left;\">The system allows you to automatically send estimates via SMS or email by creating an auto reminder rule for estimates with specific conditions as required.<\/p>\n<p style=\"text-align: left;\">First, make sure to &#8220;<strong><a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/enabling-the-sms-app\/\">Activate the SMS app<\/a><\/strong>&#8221; and &#8220;<strong><a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-an-sms-template\/\">Add an SMS template<\/a><\/strong>&#8221; before creating the auto reminder rule.<\/p>\n<\/div>\n<div id=\"\" class=\"post-content-body-section\" style=\"text-align: right;\">\n<ol>\n<li style=\"text-align: left;\">From the main menu, click on &#8220;<strong>Templates<\/strong>.&#8221;<\/li>\n<li style=\"text-align: left;\">Click on &#8220;<strong>Auto Reminder Rules<\/strong>.&#8221;<\/li>\n<li style=\"text-align: left;\">Click the &#8220;<strong>Add<\/strong>&#8221; button and select &#8220;<strong>New Estimate Rule<\/strong>&#8221; from the dropdown list.<\/li>\n<li style=\"text-align: left;\">Enter the estimate rule details as follows:\n<ul>\n<li><strong>Name:<\/strong> Enter the name of the quote rule as required.<\/li>\n<li><strong>Estimate Status:<\/strong> Select the estimate status from the dropdown list as needed.\n<ul>\n<li>First, ensure that manual estimate statuses are activated and added from the sales settings so that these statuses appear in the auto reminder rule. For more details, refer to this <a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/changing-estimate-status\/\">guide<\/a>.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Send On:<\/strong> Select from the dropdown list when to send the message, either:\n<ul>\n<li><strong>Instantly:<\/strong> The message will be sent at the time of creating or updating the selected estimate immediately.<\/li>\n<li><strong>After:<\/strong> The message will be sent after the specified creation or update date.<\/li>\n<li>Enter the number of hours\/days\/months after creating or updating the estimate when the message should be sent.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Channel:<\/strong> Select &#8220;<strong>SMS<\/strong>&#8221; from the dropdown list as the required sending method.<\/li>\n<li><strong>Channel Template:<\/strong> Select the required message template from the dropdown list.\n<ul>\n<li><strong>Notes<\/strong>:\n<ul>\n<li>You can click the &#8220;<strong>New Template<\/strong>&#8221; button next to &#8220;<strong>Channel Template<\/strong>&#8221; to add a new template.<\/li>\n<li>For more details on how to add a new template, refer to the &#8220;<strong><a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-an-sms-template\/\">Adding an SMS Template<\/a><\/strong>&#8221; guide.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<li><strong>Active<\/strong>: Check this box to set the reminder rule&#8217;s status to &#8220;<strong>Active<\/strong>,&#8221; or uncheck it to deactivate the rule.<\/li>\n<li><strong>Valid Until:<\/strong> Set the period during which the reminder rule is valid to send a specific estimate, specifying (hour, day, or month) from the dropdown list.\n<ul>\n<li><strong>Example:<\/strong> If one day is selected as the validity period, the system will attempt to send the estimate message. If it fails, it will continue trying for 24 hours only.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<li style=\"text-align: left;\">Click the &#8220;<strong>Save<\/strong>&#8221; button.<\/li>\n<\/ol>\n<ul>\n<li style=\"text-align: left;\">If a new estimate is created that meets the conditions specified in this reminder rule, the system will send it as a text message according to the specified timing, message template, and other settings.<\/li>\n<\/ul>\n<\/div>\n<\/article>\n<\/div>\n<div class=\"post-content-footer\" style=\"text-align: right;\"><\/div>\n<p>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":13,"featured_media":0,"template":"","categories":[2058,2043,2060],"tags":[7725,7727,7726,3918,7723],"class_list":["post-25221","tutorial","type-tutorial","status-publish","hentry","category-sms","category-settings","category-sms-auto-reminder-rules","tag-auto-reminder-rules","tag-estimates-auto-reminder-rules","tag-send-an-estimate-via-sms","tag-sms-settings","tag-sms-templates"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Create an Auto Reminder Rule for Estimates - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/create-an-auto-reminder-rule-for-estimates\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Create an Auto Reminder Rule for Estimates - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text] The system allows you to automatically send estimates via SMS or email by creating an auto reminder rule for estimates with specific conditions as required. First, make sure to &#8220;Activate the SMS app&#8221; and &#8220;Add an SMS template&#8221; before creating the auto reminder rule. From the main menu, click on &#8220;Templates.&#8221; Click on &#8220;Auto [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/docs.daftra.com\/en\/tutorial\/create-an-auto-reminder-rule-for-estimates\/\" \/>\n<meta property=\"og:site_name\" content=\"Daftra Knowledge Base\" \/>\n<meta property=\"article:modified_time\" content=\"2024-12-15T08:50:02+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/docs.daftra.com\/#website\",\"url\":\"https:\/\/docs.daftra.com\/\",\"name\":\"Daftra Knowledge Base\",\"description\":\"Daftra\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/docs.daftra.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/docs.daftra.com\/en\/tutorial\/create-an-auto-reminder-rule-for-estimates\/#webpage\",\"url\":\"https:\/\/docs.daftra.com\/en\/tutorial\/create-an-auto-reminder-rule-for-estimates\/\",\"name\":\"Create an Auto Reminder Rule for Estimates - Daftra Knowledge Base\",\"isPartOf\":{\"@id\":\"https:\/\/docs.daftra.com\/#website\"},\"datePublished\":\"2024-12-10T08:50:30+00:00\",\"dateModified\":\"2024-12-15T08:50:02+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/docs.daftra.com\/en\/tutorial\/create-an-auto-reminder-rule-for-estimates\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/docs.daftra.com\/en\/tutorial\/create-an-auto-reminder-rule-for-estimates\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/docs.daftra.com\/en\/tutorial\/create-an-auto-reminder-rule-for-estimates\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/docs.daftra.com\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Create an Auto Reminder Rule for Estimates\"}]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Create an Auto Reminder Rule for Estimates - Daftra Knowledge Base","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/docs.daftra.com\/en\/tutorial\/create-an-auto-reminder-rule-for-estimates\/","og_locale":"en_US","og_type":"article","og_title":"Create an Auto Reminder Rule for Estimates - Daftra Knowledge Base","og_description":"[vc_row][vc_column][vc_column_text] The system allows you to automatically send estimates via SMS or email by creating an auto reminder rule for estimates with specific conditions as required. First, make sure to &#8220;Activate the SMS app&#8221; and &#8220;Add an SMS template&#8221; before creating the auto reminder rule. From the main menu, click on &#8220;Templates.&#8221; Click on &#8220;Auto [&hellip;]","og_url":"https:\/\/docs.daftra.com\/en\/tutorial\/create-an-auto-reminder-rule-for-estimates\/","og_site_name":"Daftra Knowledge Base","article_modified_time":"2024-12-15T08:50:02+00:00","twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebSite","@id":"https:\/\/docs.daftra.com\/#website","url":"https:\/\/docs.daftra.com\/","name":"Daftra Knowledge Base","description":"Daftra","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/docs.daftra.com\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/docs.daftra.com\/en\/tutorial\/create-an-auto-reminder-rule-for-estimates\/#webpage","url":"https:\/\/docs.daftra.com\/en\/tutorial\/create-an-auto-reminder-rule-for-estimates\/","name":"Create an Auto Reminder Rule for Estimates - Daftra Knowledge Base","isPartOf":{"@id":"https:\/\/docs.daftra.com\/#website"},"datePublished":"2024-12-10T08:50:30+00:00","dateModified":"2024-12-15T08:50:02+00:00","breadcrumb":{"@id":"https:\/\/docs.daftra.com\/en\/tutorial\/create-an-auto-reminder-rule-for-estimates\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/docs.daftra.com\/en\/tutorial\/create-an-auto-reminder-rule-for-estimates\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/docs.daftra.com\/en\/tutorial\/create-an-auto-reminder-rule-for-estimates\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/docs.daftra.com\/en\/"},{"@type":"ListItem","position":2,"name":"Create an Auto Reminder Rule for Estimates"}]}]}},"_links":{"self":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tutorial\/25221","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tutorial"}],"about":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/types\/tutorial"}],"author":[{"embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/users\/13"}],"version-history":[{"count":2,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tutorial\/25221\/revisions"}],"predecessor-version":[{"id":25223,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tutorial\/25221\/revisions\/25223"}],"wp:attachment":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/media?parent=25221"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/categories?post=25221"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tags?post=25221"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}