Relative Due Date: Set the number of days after the Invoice is created that payment will be due. Redirect the Client: Automatically redirect the Client to the Invoice once the Proposal is signed. It will NOT show up in the dropdown menu if it does not have any Steps. This will display the standard Available Automations pane. Each Client will see their own data, status and/or files. IMPORTANT: The Available Automations pane will not appear until you add a second FLOW Step. An Automations panel will slide out. Get a head start with pre-built Dashboard templates and Info Pages. When a Step is added, it will be expanded by default for you to configure its details. 
Choose Kickoff Form when prompted. You can assign Automations to trigger upon completion of a Kickoff Form, Update Form, and General Form. You will see this dropdown on the top right and it will be titled the name of the current FLOW you are working on. Navigate to Forms in the main menu, and click the +Create Form button. Now, I no longer need at least 6 different apps that I was originally using! It cannot be seen while Impersonating the Contact. This Automation will either add or remove ownership of an LMS Product from the Assigned User. So if the Contact is a Prospect, they will automatically be converted into a Client. You can either click +Add Phase to create a new Phase or use the Options menu button of an existing Phase and select Manage Automations. The Automations Pane for each section of the platform will tell you exactly what the trigger is for that set of Automations. This pane will also tell you what will trigger the Automation. This will move ALL Deals associated with that Category and the Target User. Please note that the Automations will trigger once the Phase is in Completedstatus - regardless of whether or not this was set manually or triggered by a configured Automation. You can select multiple Audiences from the dropdown menu. Powered by Help Scout.
Powerful options to control appointment length, time between appointments, etc. If the relative due date is in two days you can set the Based on Date two days in the past to make this Task due on the current date. CLICK HERE to learn about Document Templates. Searching Development or Build will not bring this Project up as that is not the first word in the title. 2022. The Build your Automations modal will appear. to add 1 year to the date value stored in the Custom Field, enter: [[current_value]] + 1y). This Automation will convert a Prospect to a Client. CLICK HERE to learn about Project Generators. For this Automation, you will be required to fill out the information for the contents of the email, as well as choose at least one User to send it to. CLICK HERE to learn about Managing FLOW assignments & submissions, Click the icon shown above located in the right side menu. You can then add days, months, or years to this Current Value. you would normally need separate tools to do the same job. It allows me to automatically onboard my clients using automation.
The Assign Automations panel will appear exactly as it does for an Invoice. Your Clients & Staff will access your Portal via your Custom URL & a fully customizable login screen. You can create click +Add Estimate to create a new Estimate, or use theOptionsmenu button of an existing Estimate and selectEdit(as long as it is in Draft status). Hover your cursor over Generatorsin the top navigation menu bar, and select Invoice Generatorsfrom the dropdown. Or, you can toggle Show Full Width to "On" to stretch the FLOW to fit the entire screen.
IMPORTANT: When finding a Project based on the title search by the first few letters of the first word of the Project. ), Pay Invoices (all major gateways supported, 0% fee on our side for all plans), See custom pages (yup, like a membership portal! Create & configure multiple acquisition & onboarding funnels designed to efficiently convert Leads into happy Customers. This is because Automations can be set after the completion of the entire FLOW. Build automated workflows that put your guide your clients through onboarding, Trigger a customizable Action sequence each time a client completes an onboarding step, Powerful set of Actions can assign anything from a Circle to an Invoice, Circles give you the power to make assignments based on Circle affiliation, Easily assign Circle(s) in the Add Contact form, or via a Kickoff Form, Pre-create entire sets of Portal Pages, file repos, and assign via Circle, Clients can be part of just one Circle, or overlap multiple Circles, Simple drag &drop to add or remove Clients from a Circle. Task Template: Select your Task Template from the dropdown. Contact: The assigned user of what the Automation is applied to. This Automation will trigger anInvoice Generator, which will generate anInvoicefor the user. Live Chat keeps your Team in collaborative sync. Portals are most prevalently used to exchange private messages, manage clients (with an integrated CRM solution), share and download big files and create custom customer journeys to increase retention and reduce churn rates. Click the Make a selection dropdown menu and select Assign FLOWs. In the same day, I set up their progressive web app for mobile as well. We initially chose Suite Dash to use for a customer portal on our online design service simply because it was the only software available to meet all of our needs. To add an Event Generator, for example, you only need to choose one Event Generator. Click Add new FLOW Step to open a dropdown menu. The Single Most Influential Tool In Growing My Business! Take control of your processes by defining the workflows and inviting your leads, prospects & clients into a journey of your own design. Navigate to FLOWs in the main menu, and click the +Create FLOW button. This Automation cannot be removed. All that AND a bag of chips. Once you close this modal, the Assign Automations pane will appear on the page. IMPORTANT: Once you choose a FLOW Type, you will not be able to change it. Please note that the Automations will trigger once the Estimate has been Converted to an Invoice. IMPORTANT: An On-Boarding FLOW will only be available to assign if it has at least one Step. Automated systems will let you take on more clients & grow your bottom line! Help Button: Enabling "Help, I'm stuck" will place a help button on the upper right-hand corner of your Contact's screen while viewing the current Step of the FLOW. CLICK HERE to learn about adding new Contacts. CLICK HERE to learn about Email Marketing Audiences. Copyright 2012-2022 SuiteDash, Inc. All rights reserved. Send the Client an email notification: Send the Client an email notification once the Invoice is created. CLICK HERE to learn about CRM Kickoff Forms. The Role you choose will determine how many optional fields you will be able to input information. I love the fact that it creates a great customer interface through multiple channels email, customer portal, and messaging. No, it wont. This means you have the power to imagine and create any type of "Rewards", "Gamification" or "Points" system and easily add or subtract value from a Target's total when a specific Trigger is activated.
If you are importing your Contacts from a CSV file, you can assign an On-Boarding FLOW your Prospects and Clients along with the import. You can choose the background color that will show on either side of the FLOW screen with a Color Picker. One Login. To assign an Automation in a FLOW, navigate to FLOWs in the main menu. SaaS IMPORTANT: The default message contains Dynamic Data Placeholders (DDP) in your message to the Staff to record the Contact's message, FLOW Title, and Step. A Partial Payment will not trigger the Automations. Design content-rich, multi-page Proposals that can automatically trigger other actions when accepted (Invoice auto-creation, additional Documents, etc.). TIP: This field will only be available when choose Prospects or Clients as the Role. They are extremely helpful and extremely responsive to everything I send them. Choose a Titlefor your FLOW.
Or, they can install your White Label Mobile App on their phone/tablet and always be in touch, even on the go. Billing is everything for us! This Automation will set the Coordinatorfor the user. You can assign Automations to the completion of each individual FLOW Step. This Automation will send an email inviting the Contact to register into to the Portal. Hover over the icon at the beginning of each Step, and click and drag to change the order. The additional fields shown will depend on which Step you choose. This software is basically running half of my business for me.
You'll be able to choose which FLOW Type you want to create. The best way to ensure an excellent client experience is by using a client portal, designed from the ground up to give you unmatched flexibility and an extremely professional appearance. These Automations will either add or remove the user from a Circle, respectively. Please try again later. Our solution is completely white label, even on our least expensive plan. Email Campaigns can be created and sent at a particular date and time, whereas Autoresponders/Drips can be set up to send automatically on a schedule to any new email address you add to your Audiences. Project Status:The status that you set here will be the updated status of the Project after the Task Template has been applied. Both On-Boarding FLOWs and On-Demand FLOWs have the same available Automations. Once you click theSave icon,you will see a summary of the chain you have created. You can use the Current Value as the base operator using [[current_value]]. Its one package that takes the Prospect all the way through to the end when youre going to move them to a Client. To assign Automations in a Proposal, navigate toBilling > Proposals. So if the Contact is a Prospect, they will automatically be converted into a Client. Clicking the help button will bring out a panel where they can type a message. I was immediately hooked! In fact, when you take the steps to fully White Label your account, your clients will never see anything that refers to SuiteDash. Customize the Kickoff Form with your questions and custom data fields, Easily create Custom Fields on the fly while customizing the Kickoff Form, Use Choice Blocks for your clients to choose from different registration paths, Auto-assign permissions and auto-trigger automations when the Kickoff Form is submitted, Customize the styling of the form via built-in settings and custom CSS so that it matches your website perfectly, Automatically trigger a FLOW for a new Client to complete before access to the Portal, Have your Client eSign documents, fill out forms, upload files and more in an automated sequence, Activate an Onboarding FLOW after self-registration or a bulk CRM import, Layer the FLOW with triggered Actions, for the ultimate experience in onboarding automation. You can apply it to the Contact's most recent Project or find the Project based on the title. There was a problem submitting your feedback. The Assign Automations pane will appear on the page. This Automation will assign an On-Demand FLOWto the user. This Automation will move a Deal to a specified Stage. IMPORTANT: The FLOW can only be seen when the Contact logs in. IMPORTANT: An On-Demand FLOW will only be available to assign if it has at least one Step. You can set an Automation to update this field when an Invoice is paid. And replaces them well. SaaS This Automation will send an email to a Staff Member or Teamin the platform. Say goodbye to your current e-Signature solution, and say hello to dynamically generated contracts that will save you TONS of time, eliminate mistakes, streamline your workflow & reduce your onboarding time. TIP: You can only assign one FLOW to a Contact at a time. I am using this software for billing, client onboarding, organizing, and structuring client tasks. You will then need to choose what data for any Placeholders used in the Document Template will be pulled from: Invoice: Since this Automation is only available for use with an Invoice, Invoice Generator, or Estimate, the Invoice (or generated Invoice) is what the data will be pulled from. You can also filter assigned contacts by entering a name into the search field. CLICK HERE to learn more about Automations. The product is doing exactly what I want it to do and with the projected updates are highly anticipated.