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
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.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.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.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.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.Written by Daniel. Updated over a week ago
How to use Email Automation
Written by Daniel. Updated over a week ago