Automations: Sending an Email as an Action

BoothBook

Last Update 9 months ago

BoothBook allows you to configure actions that will cause an email to send based on options and triggers that you choose.


These could be a simple as a follow up email to a lead or booking, or as complex as an email that only sends based on certain conditions

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For the purpose of this article we'll be using a lead as an example and sending them an email after checking a date.


1. Create an Automation


Head to Top User Menu > Settings > Automations > Create Automation.


  • Turn on the automation with the switch in the corner.
  • Name the Automation.


2. Select a Trigger


Finally select the Trigger of When a new lead is created. That means anytime you add a lead or the customer checks a date with the lead widget and email address enabled or the lead widget it will trigger.

3. Configure the Schedule


For our Basic, Pro & Enterprise Users you can add a schedule.

  • Scroll down to the Schedule section.
  • Click Add a Schedule.
  • Set it for 30 Minutes After. Choose the drop-down for Send Anytime.

We give it a scheduled delay so that the conditions will be able to check and see if they have booked.


4. Add the Conditions


For our Basic, Pro & Enterprise Users you can add a conditional set.

  • Scroll down to Conditions section.
  • Click Add a condition set.
  • Select Match any condition below.
  • Click the button for Add new condition.
  • From the drop-down select Lead converted to a booking and select False. This will stop the lead from going to Mailchimp if they have become a booking/customer.

Optionally if you have your Event Types set up for leads you can sort your Leads into different lists/audiences and do different emails and drip campaigns.

  • Click Add new condition and
  • select if Event Type is any of and
  • choose the event type you want to target.

5. Create the Action


  • Scroll down to Action section.
  • Click Add an action.
  • Select Send Email.
  • Choose Client Email for the to field.
  • You can also free type an email address if you want to send the lead to an outside sales rep or such.
  • Type your subject and message. You can use Variables in both sections.
  • Click Save.

6. What's next?


There are so many more options for emails based on many more conditions.


For example: send emails for template design to your graphic designer, remind a customer to sign the contract, remind a customer to fill out webforms if not completed. 

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