Simplify Your Business with Automations
Business automation is a must have for a modern event business. Automations allow you to automatically follow-through on tasks that you would normally do by hand.
Releventful provides a comprehensive automation framework to handle your sales, booking, and planning workflows for each type of event you perform. This article will describe the 3 steps to automating your business in Releventful.
Editing Your Portal Template Automations
To create edit your event automations, click Templates (icon shown above) in the side navigation
Click Portal Templates
Click on the Event Type tab to create a To-Do for that type of event.
💡Pro Tip: Don’t see the type of event you need? Add a new type by clicking the Add button at the end of the event type list or use the Any Event template.
Step 1: Automate Your Sales Pipeline
Automating the flow of leads into your business sales pipeline is an important part of reducing the manual effort needed to follow up and capture initial information from those interested in your products and services.
Releventful provides a number of ways for you to automate your business and reduce the manual effort by you and your employees.
Capturing Your Leads – to automatically submit leads from your website lead form to this automation, choose the website lead form by clicking the edit button (icon shown above).
Sales Campaigns – to automatically follow-up with your leads with email or SMS, choose your campaigns by clicking the edit button (icon shown above).
💡Pro-tip: use sales campaigns to up-sell your products and services to increase revenue.
Automatically Send Proposals - if you would like to automatically follow-up with your leads with a proposal, select your proposal by clicking the edit button (icon shown above) and adjust the proposal settings by clicking the settings button.
Proposal Template Settings
Proposal send trigger - choose when you would like the proposal to be sent.
Send Proposal as Brochure - if you would like to remove all selection buttons from the proposal, turn this setting on.
Proposal Notification Medium (SMS Add-On only) - choose whether or not you would like to send the proposal via SMS or Email.
Welcome Note: add a welcome note to your proposal message.
Step 2: Automate Booking Your Leads
Booking your lead is an exciting and important part of your business. In this step, we make sure that the correct contract is sent & signed, payments are requested & received, and the next stage of their interactions with you are prepped and ready to go (see Step 3: Automate Your Client / Vendor Portal Planning).
Add a Contract – To automatically add a contract to your invoices, click the edit button (icon shown above) to select a contract template.
Booking Settings – Releventful needs to know what a "booked client/customer" means for your business. By default, we will consider a lead a "booked client/customer" when you receive a payment from them. Click the edit button (icon shown above) to tell us when your leads are officially booked according to your business workflow.
Invoice Helpers – Click the edit button (icon shown above) to automatically change the event status and sales stage when your client pays and signs the contract.
Payment Schedules – If you would like to automatically request a series of payments from your customer, click the edit button (icon shown above) to choose your payment schedule.
Step 3: Automate Your Client / Vendor Portal Planning
Releventful's portal is a very powerful tool for your business. With both a web and native mobile app experience you can automatically send forms, request song selection, send emails, create timelines, and create assignable To-Dos for both your clients and your employees.
Portal Settings
Decide what features will be available to your clients in their portal by clicking the edit button (icon shown above).
Setting Up Your Client / Vendor Portal Automations
Portal templates are used to automatically create your client / vendor portal for every type of event your business services. Click the edit button (icon shown above) to view the portal automations.
With portal templates you can create
Assignable To-Dos
Scheduled Client Emails (emails that are scheduled to be sent to your client at a specific day & time)
Scheduled Employee Emails (emails that are scheduled to be sent to your employees at a specific day & time)
Event Timeline
Assignable To-Dos
To-Dos are a very versatile way to
Create a To-Do for your client or employee
Request information from your client via a form / questionnaire
Request song selection from your client (DJ Add-On Only)
All To-Dos have built in email reminders that can be set-up to automatically email your employee or client about the item they need to complete.
Scheduled Client Messages
Scheduled client messages are a way to automatically schedule emails that are a part of your day-to-day interactions with your client.
With scheduled client message you can
Welcome to them to their event
Give them information about your business and upcoming steps with your company
Request reviews after the event is done
And much more!
Scheduled Employee Messages
Scheduled employee messages are a way to automatically schedule emails that are a part of your day-to-day business operations.
With scheduled employee messages you can
Remind them about check points in the event (this can also be set up as an assignable To-Do)
Remind them to do certain tasks
Automatically kick off emails to request information
And much more!
Event Timeline
The event timeline can represent the flow of the day-of activities or the coordination of checkpoints between your client and your business. The event timeline automation gives you the ability to stage the timeline for your events for quick editing.