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

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: 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

Privacy Policy

Terms

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Releventful Training

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