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.


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 Configuration (cog icon) on the tool bar on the left > 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 and Pro 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 and Pro 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 (https://boothbook.freshdesk.com/a/solutions/articles/43000024647) 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.