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Define your own actions based on system events to automate and simplify your entire business management workflow |
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System events include Inquiry Added, Meeting with Potential Client Scheduled, Wedding Contract Signed, Contract Payment Due, Shoot Scheduled |
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Actions that can be associated with above events include Send an Email, Send a Text Message, Add a To-Do Task |
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Emails and Text Message can be scheduled/delayed based on your own business rules. The combination of events and actions create unlimited possibilities for your workflow. Here are some examples of what you can do:
- Send a text message to my phone whenever a wedding contract is signed
- Schedule a reminder email to be sent out 5 days after a new inquiry is added to the system to check on the status of the inquiry
- Send a reminder email 7 days before any contract payment is due
- Add a specific to-do task whenever a meeting is scheduled in the system
- Send an email one year after the wedding date to congratulate your clients on their first anniversary
- ... ...
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Use variables in your actions. For example, you can use variables like {Meeting.Location}, {Wedding.Name}, {Contract.PaymentDueDate}, {Studio.Name}, etc to custom your actions. |
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