Releventful

Erin Pender

Naomi Sherman

Releventful Support

Build out your offerings, proposal template, and automate your business!

Design Your Business Process & Offerings

You can custom create a lead form that will seamlessly integrate with your existing website.

Set Up Your Website Lead Form

Generate Leads with Third Party Lead Form

Lead Forms

Here you can describe your product with text and images and add set things up so you can optimize your customers experience.

Setting Up Your Packages & Add-Ons

Packages and Add On's

Proposal templates allow your customer to “shop around” and pick their own options or provide an estimate of services with style.

Designing Proposal Templates

Utilize Canva, GIFs and embedded video to create an engaging proposal template as your leads and clients browse and shop your services.

Elevate your Proposal Template Design

Proposals

Creating a Contract

Adding a Contract to an Invoice

Display the invoice with the contract via the quick-close invoice screen

Add Invoice to Contract for a Combined Display

Contracts

Create planning forms or questionnaires in Releventful to receive and store important planning details for your event.

Designing Your Planning Form

Preview and effectively test your planning form inside a Releventful event portal.

How to Test Your Planning Form

Planning Forms

Automations allow you to automatically follow-through on tasks that you would normally do by hand.

3 Steps to Automate Your Business

Releventful Help

Automating Your Business

Create a Sales Campaign

Review all of your Scheduled Notifications across the platform or only those notifications intended for a particular lead/client

Check the Status of a Sales Campaign

Want more control?  Learn how to start Sales Campaigns manually

How To Manually Start a Sales Campaign

Sales Campaigns

Choose when you want a Portal Template automatically added to an event

Portal Template Run Settings

Create To-Dos that can be automatically added to your client's portal based on event type and specific triggers

Portal Templates: Create an Assignable To-Do

Portal Templates: Create a Scheduled Message for your Portal Team

Portal Templates: Create a Scheduled Client Message

Learn how to copy your portal templates to use for other types of events.

Copy Portal Templates

Automatically apply an Event Status and update a Sales Stage when a Contract is signed or a Payment is made

Invoice Helpers

Learn how to use the 'Any Event' Portal Template Category

About the 'Any Event' Portal Templates

Portal Templates

Learn how to create an event status to color-code and trigger automations in the platform

Creating Event Statuses

Event Statuses

Enable SMS text messaging to better reach your leads and clients

Using SMS Text Messaging

Sending SMS Text Messages in Releventful

SMS Messaging

Learn how to create, manage, and automatically allocate your inventory in Releventful.