Releventful

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

3 Steps to Automate Your Business

Erin Pender

Releventful Support

Sara

Automating Your Business

Creating and Managing Automated Sales Campaigns

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: Automatically Add Documents to your Clients Portal

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

Automatically cancel or archive events based on sales stage to keep your pipeline clean and up to date.

Automatically Cancel and Archive Events

Naomi Sherman

Automation Settings

Privacy Policy

Terms

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Releventful Training

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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