HoneyBook Smart Files: Using Automations & Our Latest Upgrades to Streamline Your Clientflows скачать в хорошем качестве

HoneyBook Smart Files: Using Automations & Our Latest Upgrades to Streamline Your Clientflows

Join us, alongside HoneyBook’s Product Evangelist, Mac Hughes, to take a deeper dive into combining the power of smart files and automations. We’ll cover: What are smart files? How smart files are different from automations How smart files work with automations How to successfully set up an automation Smart files are a new ultra-customizable file to help you COMBINE any steps in your process and Automations can trigger the send of these powerful files. *Contracts are now available in automations using smart files! Understanding Automation Triggers Article referenced during the session - https://help.honeybook.com/en/article... --------------------------------------------------------------------------------------------------------------------------- Chapters 00:00:00 Intro 00:00:56 What are smart files? 00:05:33 Smart Files vs Automations 00:10:52 5 steps overview 00:14:30 Step One - Setting Project Types 00:17:26 Step Two - Contact Form 00:22:58 Step Three - Templates 00:31:28 Step Four - Build the Automation 00:40:15 Step Five - Applying the Automation