I'm hoping you might be able to explain a bump in the road I've encountered on my Dubsado setup. I'm a bridal Makeup Artist and I have 4-5 different proposals to outline my packages/prices for different regions I service.. however I'm wanting to setup my workflows to automate responses when enquiries come through my contact form.. but it seems I can't automate this because in the workflow I have to choose one or the other.. for example "send email to bride with Byron Bay package information" but she might be a Gold Coast bride.. does that make sense? It's so confusing! My brain in mush haha!
On your contact form you are able to do one drop-down to specify the Workflow you want the submission to do! So I would set up the different inquiry workflows (so Inquiry: Gold Coast, Inquiry: Byron Bay) and then on the contact form where they select the specific region it will kick off that Inquiry Workflow. I'd also maybe have an "other" option that sends an automated general email that says something like "Thanks for reaching out - I'll be in touch!" With it set up this way, you would not have a workflow set up in the form settings. I hope that helps!! Best of luck - you got it!!
Thanks for sharing, i don't know why when creating the action changing project status, the status project "contract send" does not appear in my drop down menu. Appreciate your help! Tks!
Hey Daisy - you actually have to add your own project statuses! Check out this video: The BEST way to use + create CUSTOM Dubsado Statuses th-cam.com/video/5UslioDfgx4/w-d-xo.html
Hey Jodie - for sure you can send a PDF in Dubsado - it just won't have the ability for your client to pick packages, sign contract and pay invoice all in one step - but still can be a perfect way to share pricing!
I'm hoping you might be able to explain a bump in the road I've encountered on my Dubsado setup. I'm a bridal Makeup Artist and I have 4-5 different proposals to outline my packages/prices for different regions I service.. however I'm wanting to setup my workflows to automate responses when enquiries come through my contact form.. but it seems I can't automate this because in the workflow I have to choose one or the other.. for example "send email to bride with Byron Bay package information" but she might be a Gold Coast bride.. does that make sense? It's so confusing! My brain in mush haha!
On your contact form you are able to do one drop-down to specify the Workflow you want the submission to do! So I would set up the different inquiry workflows (so Inquiry: Gold Coast, Inquiry: Byron Bay) and then on the contact form where they select the specific region it will kick off that Inquiry Workflow. I'd also maybe have an "other" option that sends an automated general email that says something like "Thanks for reaching out - I'll be in touch!"
With it set up this way, you would not have a workflow set up in the form settings. I hope that helps!! Best of luck - you got it!!
Thanks for sharing, i don't know why when creating the action changing project status, the status project "contract send" does not appear in my drop down menu. Appreciate your help! Tks!
Hey Daisy - you actually have to add your own project statuses! Check out this video: The BEST way to use + create CUSTOM Dubsado Statuses
th-cam.com/video/5UslioDfgx4/w-d-xo.html
Can I take my current Proposal PDF into Dubsado to run until I'm ready to create my new Proposal?
Hey Jodie - for sure you can send a PDF in Dubsado - it just won't have the ability for your client to pick packages, sign contract and pay invoice all in one step - but still can be a perfect way to share pricing!