Last Update vor 9 Monaten
BoothBook allows our Basic, Pro & Enterprise users to configure actions that will cause an email to send based on . These could be a simple as a follow up email to a lead or booking or as complex as an email that only sends for certain conditions
For the purpose of this Article we'll be using a lead as an example and sending them a message after checking a date.
Go to Configuration (gear) icon on the tool bar on the left, Automations and click Create Automation.
- The first thing you'll want to do is Turn on the automation with the switch in the corner.
- Then name the Automation.
Finally select the Trigger of When a gallery link is added or amended. That means anytime you add the gallery link to the booking, it'll trigger this automation.
3. Configure the schedule & 4. Add the Conditions
For this automation you can skip this section.
At this stage, depending on how you have your conversation settings setup for send actions, (Step 4 Here) it'll either send an email to the client with the above as an email, send a email that they have a conversation in their client portal and to log in to see it, or just send the conversation with no email notification.