<aside> 💡 Make sure to include - WHAT you are doing, WHEN it's happening, and WHICH piece of content is going out.
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<aside> ✏️ Guidelines: (1) If you are emailing a PROPOSAL, QUESTIONNAIRE or SUB-AGREEMENT - use “Send Form”. (2) If you are emailing a SCHEDULER TEMPLATE - use “Send Appointment Scheduler” (3) If you are sending an email with no Dubsado templates - use “Send Email” (4) Only one FORM or one SCHEDULER per automated email. (5) Use the most specific trigger possible - if nothing fits - use “After All Previous Actions Complete.”
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RED - Canned Emails
ORANGE - Scheduler Templates
BLUE - Forms
GREEN - Tasks
PINK - Payment Plan
<aside> 🎨 Highlighting your content will help you develop a comprehensive list of what content you need IN Dubsado before you start building your workflow!
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Go through your written out process and gather a list of what needs to be built in the system!
FORMS
SCHEDULER TEMPLATES
CANNED EMAILS
PAYMENT PLAN
<aside> 📌 Don't forget that scheduler templates may need 3 emails - Invitation, Confirmation & Notification (Reminders)
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