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Automations

Automations

Automate and schedule emails, reminders, and meetings with clients so you can be more hands-off and focus on the parts of your business that matter most.

6 articles
Daniel avatar
Written by Daniel

How to Set Up an Automated Email for an Upcoming Project Date

Set up a reminder email to remind your client that the project date is upcoming.
Daniel avatar
Written by Daniel. Updated over a week ago

How to automate questionnaires in Bloom

Unlike all other forms, questionnaires are always tied to a specific lead or project.
Daniel avatar
Written by Daniel. Updated over a week ago

Adding invoice items

Easily create your pricing packages by creating select items which will be readily accessible when creating an invoice or package.
Daniel avatar
Written by Daniel. Updated over a week ago

Create email templates

Email templates are the most convenient way to send messages that include information that doesn't change.
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Written by Daniel. Updated over a week ago

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.
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Written by Daniel. Updated over a week ago

How to use Email Automation

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Written by Daniel. Updated over a week ago
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