Automation are very powerful and a great tool to help you get things done with little to no human interaction. But it's reasonable to see that they can be confusing so lets include some free samples!

You'll see that some of these need to be entered in the HTML/raw format instead of just copy pasted. I'll make note of which parts need to be


Title
Lead: Why us 30 min

Trigger:
When a New Lead is Created


Schedule:
30 Mins After a lead is submitted


Conditions:

Lead converted to booking is FALSE

and

if Event type is: (insert your event type for this email. Do different ones for weddings, etc)

Actions:
Email:

Hello {{client_name_first}},

My name is Chris and I am with {{business_name}} photo booths. I saw that you checked our calendar for your event on {{event_date_us}} and we wanted to let you know that we are available that day! If you're looking for pricing you can select the item you want on the page you were on and see instant pricing or click the link below. 

Pricing: Click Here and Select the service type

I wanted to check with you and see if you had any questions about the type of booths that we offer, our pricing, or what sets us apart from everyone else! If you are curious about what our different booth types are like, then take a look at this page: Booth Types.

We look forward to working with you for your special event! Feel free to contact me with any questions that you may have!

Chris

{{business_name}}


Import file: Lead_why_us


Title:
Lead: Saved Quote Notification

Trigger:

When a Lead saves a quote


Schedule:
None


Conditions:

None


Actions:

Email
Re: Your quote from  {{business_name}}

Thank you for saving a quote with {{business_name}}

Date: {{event_date}}

Email: {{client_email}}

Event Type: {{event_type}}

Service: {{service_name}}

Package: {{package_name}}

Extras: {{extras}}

Price: {{quoted_price}}

Please contact us when you are ready to proceed with your quote or click here to book: {{lead_convert}}



Import file: Lead_saved-quote


Title:

Client: 1 Hour No deposit

Trigger:

When a Booking is submitted

Schedule:

1 hour after submission

Conditions:

if Nothing has been paid

and

Event Type is any of: (choose one. I usually avoid corporate and school as they pay by check)

Actions:
Send email


Import file: Client-1-hour-no




Title: 

client: 2 day no payment

Trigger:

When a booking is submitted

Schedule:

2 days after submitted

Conditions:

Nothing has been paid

and

Event type is:

and

Disabled notifications is False

Actions:

Email

We're sorry to see you go


Dear {{client_name_first}},

We haven't heard back from you about your booking {{booking_id}} on {{event_date}} in which we require a deposit to secure the booth for your date made here: {{booking_link}}.

Since we haven’t heard from you nor received the required deposit we will delete the booking for you. We do look forward to working with you in the future and if you want to book again please feel free to contact us!

Kind regards, 

{{business_name}}

{{business_logo_url}}



Import file: Cleint_-2-day-no



Title:

Trigger:


Schedule:


Conditions:


Actions:

Import file: