In this example, we will set up a Scheduler email to send a webform to our customer, specifically a logistics confirmation webform. You can use this template as a starting point for creating your own Scheduler email and customize based on your own circumstances and preferences.
Template
Dear {client_full_name},
To ensure everything runs smoothly for your upcoming event on {event_date}, we need to confirm the logistical details for your order #{order_number}.
Please review the information we have on file and provide any missing details in the link below:
[REPLACE THIS TEXT WITH YOUR WEBFORM LINK]
Completing this form ensures we have everything needed to deliver and set up your order without delays.
We kindly ask that you submit the form as soon as possible. Any changes made less than 4 days before delivery are not guaranteed.
If you have any questions or prefer to review by phone, please call us at {company_phone}.
Thank you for your prompt attention — we look forward to supporting your event!
Sincerely,
{company_name}
Recommended Conditions
Transaction Type = Order
Transaction Status = CREATED
Transportation Type = We Are Delivering, Client Is Returning AND We Are Delivering, We Are Returning
Schedule Date
In our example, we scheduled our email to go out 10 days Before Transaction Delivery Date. I chose this time frame to ensure if there are changes, my team has enough notice for our logistics team to make adjustments.