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• How to use Email Automation

  Automated emails give you a massive shortcut to your workflow. You can configure various automated emails such as reminders, follow up emails, marketing campaigns, and more. No more keeping track of who, what, when, and where your emails need to go. Let's get you set up: Select New Automation inside the Settings tab of your Portal and give your automated email a name. Select which email you'd like to be automated. If youSome readers

• Create Invoice templates

  Bloom is all about creating an efficient yet effective workflow. One of the best ways to do that is by utilizing the invoice templates. You can save major time by creating templates of your commonly purchased items for your invoices. Before you can start creating a template, be sure to add all of your services to the list of items. It takes a few simple steps, check out how its done here. https://help.bloom.io/en/article/adding-invoice-items-2rpcmw/ Once you've got those added, head over to tSome readers

• Adding invoice items

  Easily create your pricing packages by creating select items which will be readily accessible when creating an invoice or package. Start by heading over to your Settings and hit Templates. The first Items tab is sort of the base to building all of your packages. You want to create each specific item that you offer in your business, this could be anything from the different sessions or additional fees/items that your business offers ie. travel expenses, additional photographer, album prints.Some readers

• Create email templates

  Email templates are the most convenient way to send messages that include information that doesn't change. Create and save a message as a template, and then reuse it when you want it. This is perfect if you are sending an email about a Promo or whether you need to sell your products, share some big news, etc. Head over to our Settings > Emails > New Email Give your email template a title, and a subject liSome readers

• Building packages

  Now that you've created items of the services which you offer, you can build a library of packages which you can offer as instant bookings to your prospects. Start by heading over to Instant Packages and select the New Package button to create your first package. You'll see the new form opened up where you can easily build a new package by selecting/adding items that you offer in each package. You can finFew readers

• How to automate questionnaires in Bloom

  Unlike all other forms, questionnaires are always tied to a specific lead or project. To send a questionnaire you can use the message function in the lead/project page or create an automation to have it sent automatically. Here are the steps of how you can create and send an automated Questionnaire Form: If you haven’t created a questionnaire template yet, go to: Dashboard > Settings > Forms > New Form > Questionnaire Form ![](https://storage.crisp.chat/users/helpdesk/website/eda741ba5adFew readers