suitedash automations

This software is basically running half of my business for me. After uploading your CSV file, you can choose an On-Boarding FLOW from the dropdown menu in the Role & Automation section. Automations can also be assigned at the completion of the entire FLOW. The Role you choose will determine how many optional fields you will be able to input information. Get a head start with pre-built Dashboard templates and Info Pages.

The Automation Send Email Notification is available in all types of Forms. To assign Automations to an Estimate, navigate to Billing > Estimates. You'll be able to choose which FLOW Type you want to create. the Invoice or Document will be generated with the Automations already set, respectively. I love the fact that it creates a great customer interface through multiple channels email, customer portal, and messaging. This Automation will trigger a Project Generator, which will generate aProjectfor the user. If the relative due date is in two days you can set the Based on Date for the current date and the Task will be due in two days. Take control of your processes by defining the workflows and inviting your leads, prospects & clients into a journey of your own design. You can create click +Create Form to create a new Form or use theOptionsmenu button of an existing Form and selectEdit. If you have a Project that has multiple words in the name, for example: Web Development Build you will only be able to find this Project by searching for WEB. We build what the Community asks for, because in this way, we know that youll really use and really love what we build. IMPORTANT: FLOWs are only available at the Pinnacle Plan level. In the above example, a digital signature pad must be signed. You can create click +Add Proposal to create a new Proposal, or use the Options menu button of an existing Proposal and select Manage Automations(if it is in Draft status). You can set an Automation to update this field when an Invoice is paid. If you have custom Project statuses they will be listed in this dropdown. We appreciate all the tools it includes (apps), its a one stop app that replaces many others. This Automation will assign a Dynamic Recurring Invoice Generatorto the user. Your clients will be able track activity and be updated on their projects, but you can use this client portal for to do a lot more than just that! IMPORTANT: The FLOW can only be seen when the Contact logs in. This software is basically running half of my business for me. Please make sure you choose the correct type before building your FLOW. SaaS 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. This can be assigned during manual creation of a Contact, a Kickoff Form, or via CSV import. Redirect the Client: Automatically redirect the Client to the Invoice once the Proposal is signed. You will see this dropdown on the top right and it will be titled the name of the current FLOW you are working on. For both On-Demand and On-Boarding FLOWs, you will be able to view its progress and submissions. The Build your Automations modal will appear. While editing a Phase, for example, you can set the Phase to automatically change to Complete when all Tasks have been marked as Complete. 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. For an Update Form, the special No-Code Automation isavailable to be selected. Stop doing everything manually, and harness the power of Automation! This will bring up a modal that will allow you to choose a FLOW from the dropdown menu. Available Gateway(s): A Gateway is required for your Client to pay online.

2022. Please note that the Automations will trigger once the Estimate has been Converted to an Invoice. suitedash All current Contacts who are assigned to the FLOW will be shown at the bottom. IMPORTANT: Using this Automation, you cannot select theassigned userof what the Automation is being applied to. Billing is everything for us! CLICK HERE to learn more about Automations. One Learning Curve. Choose a Custom Field from the dropdown menu, and input the new value in the populated field. CLICK HERE to learn about Event Generator. Powered by Help Scout. Our team backs up the entire platform multiple times per day, we have a strong process in place to take care of all hiccups (big and small) and the average response time for our tickets is less than 10 hours. They can click on this button and type a message to the Staff member(s) of your choosing. Click the Options menu button next to the FLOW you would like to manage. Clicking the help button will bring out a panel where they can type a message. Click Add new FLOW Step to open a dropdown menu. They can click this button and type a message to the Staff Member of your choosing. We have over 600 reviews on G2 and Capterra, you can see them here: Our live average rating is 4.9/5 and almost all of our customers say theyd suggest SuiteDash on their personal blog and to their friends. Project Status:The status that you set here will be the updated status of the Project after the Task Template has been applied. Its one package that takes the Prospect all the way through to the end when youre going to move them to a Client. You can use the Current Value as the base operator using [[current_value]]. Please try again later. It is exclusive toFormsand can be used to send an email to a Contact, Staff Member, or an email outside of the platform. There was a problem submitting your feedback. The Contact will NOT see this information. Powered by Help Scout. There was a problem submitting your feedback. A modal will appear in which you can build your Automation chain. As soon as the Contact activates their account, they will be prompted to complete the FLOW before gaining access to the rest of the Portal. Copyright 2012-2022 SuiteDash, Inc. All rights reserved. This Automation will send an email to a Contact or Circlein the platform. This Automation will send an email to a userof your choice. Choose a Document Template from the dropdown menu. I love using SuiteDash. Everything your clients experience in your client portal will be using your logo, branding. Not only is our client portal is safe to use, but its also HIPAA compliant: https://suitedash.com/wp/hipaa-compliance/. This will assign the FLOW to all of Contacts currently being imported. 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. You can choose to send the Prospect a Notification to inform them that a change was made in their account. You canchain Automations to create a completely automated series of commands! I am using this software for billing, client onboarding, organizing, and structuring client tasks. Please try again later. A Client (or Customer) portal is a cloud-based gateway to a collection of digital files, services, and information, accessible over the Internet on a desktop and/or mobile device. A very complete app to manage clients, proposals, contracts, billing, invoices, communications, project management, tasks, etc. Input a "From Name" and "Subject", and construct the "Body" of your email in a standardWYSIWYG editor. Please try again later. If you edit the Step order and place a Step with assigned Automations as the last Step, the Available Automations pane will be hidden and they will NOT be triggered. The product is doing exactly what I want it to do and with the projected updates are highly anticipated. suitedash agiled similarities IMPORTANT: The final Step will have a warning icon stating that any Automations set will not be executed. You can assign Automations to trigger upon the payment of an Invoice, the conversion of an Estimate, or the approval of a Proposal. Yes, but its so much more! 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. We are a Community-centered solution. 2022. These Automations will either add or remove the user from a Circle, respectively. A complete solution for sending invoices & receiving payments directly in the Portal + a fully featured Subscription Payment & Membership Site solution that provides powerful subscription management options for both you and the Client. So if the Contact is a Prospect, they will automatically be converted into a Client. Once you are finished, you can either click the Save iconto close the Configure Automations modal, or you can click the icon to continue building Automations. 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. a great customer interface through multiple channels email, customer portal, and messaging.

To add an Event Generator, for example, you only need to choose one Event Generator. CLICK HERE to learn about importing your Contacts. Any assigned Automations will trigger when the Project is set to Complete. Click the Options menu button and select Manage Assignments. You can select multiple Contacts and Circles from the respective dropdown menus. Task Template: Select your Task Template from the dropdown. You will need at least two Steps before the Available Automations pane will appear. An example would be if you wantedto keep track of a membership. You can also filter assigned contacts by entering a name into the search field. Everything starts with the Onboarding! Project management helps my business ensure were always on top of our projects and deliverables are centralized.

This Automation cannot be removed. To assign Automations to a Project, navigate to Projects > Projects. Manually sending every email & responding to each client request gets the job done, but it often does not provide a simple experience.

So far it has been an exceptional experience. This means you can use the tool even if you are a doctor and need to share private information with your patients, or if youre an accountant and need to update your terms, or send your clients their self-assessment for the year. It will then be treated as a standard Invoice, and the Automations will trigger once the Invoice is completely paid. SuiteDash can handle all the needs of your internal team, while also bridging the communication & interaction gap with your Customers & Clients. 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. Step Title: This is the name of the Step that will appear in the FLOW list while being viewed. One Login. 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. For an On-Boarding FLOW, the screen will appear automatically with no action required by the Contact. Once the Document Templateis triggered and generates aDocument, it will be created with these Automations already set. Manage your business like a PRO with SuiteDash, the, They are extremely helpful and extremely responsive. You can select multiple Audiences from the dropdown menu. One of the main reasons our customers choose to use a platform like ours is to stop paying for multiple tools and solve all their needs with one, unified platform. A "Title" is required for the Document. If the user already has a Coordinator, it will be replaced with the one set here. This Automation will send an email to a Staff Member or Teamin the platform. Click the Options menu button, and select Manage Automations. IMPORTANT: An On-Demand FLOW will only be available to assign if it has at least one Step. Only one Invoice Generator can be assigned at one time. CLICK HERE to learn more about Dynamic Data Placeholders. You can select multiple Staff and Teams from the respective dropdown menus. To rearrange the Steps, toggle the Edit Step order switch to ON.

This Automation will trigger anInvoice Generator, which will generate anInvoicefor the user. SuiteDash REPLACES the core functionality of ALL these tools, Includes the core functionality of all the software above, CRM & Client Portal is where it starts, but certainly not where it ends. Then you would be able to keep track of this visually by addingone month to the Current Value in the Custom Field "Paid through Date" which would be written like this: [[current_value]] + 1m. Once you close this modal, the Assign Automations pane will appear on the page. This is intended for organizational purposes, and will NOT be seen by your Contact. Once a FLOW has been completed by a Contact, it will no longer be assigned to them.

An On-Demand FLOWcan be assigned on a case-by-case basis at any time once the Contact has been added to the platform. To Assign anAutomation to a Contact registering their account navigate to Flyout > Company Settings. Our solution is completely white label, even on our least expensive plan. By default, this Automation will send a Notification to the Contact to inform them of this change. Once you click theSave icon,you will see a summary of the chain you have created. One word, streamlined. Click the arrow to configure these "nested" Automations. to add 1 year to the date value stored in the Custom Field, enter: [[current_value]] + 1y). You can assign Automations to trigger upon a Deal moving from one Stage to another. CLICK HERE to learn about Invoice Generators. They are extremely helpful and extremely responsive to everything I send them. Now, I no longer need at least 6 different apps that I was originally using! Manage your business like a PRO with SuiteDash, the All-in-One Business Software that empowers collaboration with your team, and automates interaction with your clients. This Automation will trigger a Folder Generator, which will generate apredefined folder structurefor the user. CLICK HERE to learn about Folder Generators. In this example, the Automations will trigger once the Project is set to Complete status. So if the Contact is a Prospect, they will automatically be converted into a Client. Click Templates in the top navigation menu bar. CLICK HERE to learn about Email Marketing Audiences. Navigate to CRM > Contacts, and click the +Add Contact button. For On-Demand FLOWs, you will be able to quickly manage Contact assigments. This button will be located on the upper right-hand corner of your Contact's screen while viewing the FLOW for all Steps. CLICK HERE to learn about Accumulating Generators. 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. Note: Payment will not be tracked and will need to be recorded manually. This Automation will assign a Dynamic Accumulating Invoice Generatorto the user. This Automation will set the Coordinatorfor the user. You can specify a different place to be redirected to, by either direct link or a Dynamic Placeholder Link. You'll then be able to choose an Automation. I love the fact that Client onboarding, contracting, invoicing, white-label client on log in can be accomplished under one roof. Select a Contact from the dropdown menu to instantly assign an On-Demand FLOW to them. You can find a features list on our website, but what you really want is to know if we are the best solution for your company right? This can be used for any selected Role. The Automations Pane for each section of the platform will tell you exactly what the trigger is for that set of Automations. After clicking the Send button, the message will be sent as a Notification to the Staff Member(s) specified for this FLOW and FLOW Step. You can then add or subtract a number from this Current Value. SaaS Your own private & secure messaging network directly inside your Portal. Any assigned Automations will trigger when the Phase is set to Complete. An Automations panel will slide out. You'll find the On-Boarding FLOW dropdown menu in the Form Actions section for new Contacts. This Automation will move a Deal to a specified Stage. To assign Automations to an Invoice, navigate to Billing > Invoices. The assigned user will be able to see this name. You can unassign a Contact by clicking the icon beside their name. The Assign Automations pane will appear on the page. By default,Convert to Clienthas already been applied. No, it wont. FLOWsare automated sequences you can set up for yourContactsto complete forms, upload/download files, and eSign documents.

Contact: The assigned user of what the Automation is applied to. Step Label: This is the name of the Step that will appear in the FLOW list during editing. Choose Assign FLOW from the Options menu button for the Contact you wish to assign. IMPORTANT: The Available Automations pane will not appear until you add a second FLOW Step. Only one Folder Generator can be assigned at one time. You can assign an On-Boarding FLOW while adding an individual Prospect or Client to the platform. Relative Due Date: Set the number of days after the Invoice is created that payment will be due. The CRM is really handy for managing my contacts all in one place as well as being able to manage the contacts projects and tasks all in the same dashboard. 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. And replaces them well. Automated systems will let you take on more clients & grow your bottom line! With SuiteDash, I spend less time managing and more time doing. To assign Automations to a Phase, navigate to Projects > Projectsand click on the Project you would like to configure.

Choose the Staff Member(s) that the Help messages will be directed to from the dropdown menu. If there are multiple Projects that start with the same name or the same few letters it will select the most recent one. This Automation will either add or remove ownership of an LMS Product from the Assigned User. Live Chat keeps your Team in collaborative sync. It cannot be seen while Impersonating the Contact. Click the icon to choose an Automation from the list. Design content-rich, multi-page Proposals that can automatically trigger other actions when accepted (Invoice auto-creation, additional Documents, etc.). You can assign Automations to each Step of the FLOW except for the last Step. Choose Kickoff Form when prompted. IMPORTANT: Once you choose a FLOW Type, you will not be able to change it. Please note that the Automations will trigger once the Invoice has been completely Paid - regardless of whether it was made directly from the Client, or manually marked as Paid by Staff. This Automation will change the value in the Custom Field for the Assigned Contact(s). 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). Or, they can install your White Label Mobile App on their phone/tablet and always be in touch, even on the go. You can create click +Add Invoice to create a new Invoice, or use the Options menu button of an existing Invoice and select Edit. Navigate to Forms in the main menu, and click the +Create Form button. Within a day of set up, I had a portal, on my own domain. Send the Client an email notification: Send the Client an email notification once the Invoice is created. Based on Date:This is the date to which the relative due date will be applied. Using a client portal to share files gives you mission specific tools designed to do the exact job you need, do it quickly and efficiently, and all the while protecting and promoting your brand integrity. It allows me to automatically onboard my clients using automation. A modal will appear with the available Automations to choose from. This will move ALL Deals associated with that Category and the Target User. Kickoff any number of automations, sort your Clients into logical groups & customize their experiences based on the paths they choose. To configure additional settings for the FLOW, click the Settings button in the upper right-hand corner of the screen. All of our services are centralized and can be attached to automated actions for ease of use! CLICK HERE to learn about CRM Kickoff Forms. This Automation will trigger a Document Template, which will generate aDocumentfor the user. SuiteDash is an All-in-One Business Suite which serves not only as a client portal, but also as your primary business platform because it contains multiple toolkits to cover all your needs. Click the +Configure Automations button to begin. Input a "From Name" and "Subject", and construct the "Body" of your email ina standardWYSIWYG editor. 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. I love everything that this platform offers. In addition, each sent help message is logged and viewable by the Contact. You can assign Automations to trigger upon completion of each Step in an On-Boarding FLOW and On-Demand FLOW, as well as the FLOW as a whole. To assign Automations to a Document Template, navigate toBilling > Documents. Navigate to FLOWs in the main menu, and click the +Create FLOW button. one hub for taking care of planning, scheduling, communicating, billing, marketing, etc., instead of several disparate solutions that dont talk to each other. Send Secure Messages to a one or more Client(s) or Staff member(s). While creating a new Document Template, click Save and Add Automations once you have filled in the required fields. Or, you can toggle Show Full Width to "On" to stretch the FLOW to fit the entire screen. An On-Boarding FLOW is a mandatory set of Steps a new Prospect or Client must complete before they are permitted to continue in the platform. A modal will appear with additional settings. An example would be if you wanted to add 100 to the Current Value in the Custom Field "Number of Apples" you would add into the Automation Widget: [[current_value]] + 100. We follow all the best practices to make sure your files are safe all the time. You will see the pane in the FLOW Complete Automations section at the bottom of the page. You can select multiple LMS Products from the dropdown menu. Be sure to to include these DDPs when customizing this message. Quickly create Invoices that can be paid online, Invoice both One Time & Subscription items, Clients can manage & cancel Subscriptions, Build beautiful courses using our drag & drop Editor, Lock content until previous Lessons are completed, Allows for multiple Courses configured in separate Products, Start the onboarding using Kickoff Forms on your website, Automatically move Prospects through a journey, No-Code Automations make it easy to build autopilot systems, Direct the path of a Prospect/Client based on the choices they make, Designed to be flexible and adaptable to your workflow, Use File Requests to ask Clients to upload, Prospect/Client does not need to log in to view, Auto-generate Invoice when Client accepts, Leads can book directly from your website, Create a Book me landing page with custom URL, Sync appointments to your Google calendar, Task Templates & Generators eliminate repetition, Design a workflow, then automate the steps, Task timers allow for granular time tracking, Easily convert tasks/projects into Invoices, Campaign Templates let you re-use base design, Import your existing subscriber list via CSV, Document Templates with Dynamic Data for use in Automations, Trigger a Document to be sent/signed on autopilot, Fully compliant Audit Trail including IP address, Notifications when a Document is viewed, signed, and completed, Trigger a variety of automatic actions after the Document is signed, Control who in your org Clients can message, Upload Files and see Shared Resources (DropBox-style), Send you Private Messages (goodbye emails), Sign Documents (who said we need Hellosign? IMPORTANT: This Automation cannot be used with the File Upload Custom Field. To assign an Automation in a FLOW, navigate to FLOWs in the main menu. There are dozens of creative use cases that make LMS an invaluable tool in your arsenal. Your Contact will see this name. Click Import Contacts in the top navigation menu bar. All Inclusive! CLICK HERE to learn about Document Templates. The Assign Automations panel will appear exactly as it does for an Invoice. Embed iFrames, YouTube & Vimeo videos, or any other embeddable widget directly into Client Portal. You can then add days, months, or years to this Current Value. You can use the Current Value as the base operator using [[current_value]]. Click the icon shown above located in the right side menu. This Automation will send an email inviting the Contact to register into to the Portal. You can assign Automations to the completion of each individual FLOW Step. CLICK HERE to learn about Document Templates. Please note that the Automations will trigger once the Project is in Completed status - regardless of whether or not this was set manually, or triggered by a configured Automation. A modal will appear in which you can manage which Contacts are assigned to the FLOW. While creating a new Phase, click Add Phase & Assign Automations once you have filled in the required fields. You will find the No-Code Automationssection at the bottom of the page. CLICK HERE to learn about viewing FLOW Status / Submission. And replaces them well. In the section On-Board FLOWs, choose a FLOW from the dropdown menu to assign it to them. Powerful options to control appointment length, time between appointments, etc. I was immediately hooked! All that AND a bag of chips. Choose the Deal Category that you would like to move and the Stage that you would like to move it into. Use a third-party link to payment: You can set a custom third-party link for payment. After you have assigned the FLOW, the Options menu will now have a Cancel Assigned FLOWmenu item if you need to do so. The Single Most Influential Tool In Growing My Business! ). Powered by Help Scout. 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. To achieve this, your organization would typically need to demo dozens of tools and spend a fortune in custom development. The Single Most Influential Tool In Growing My Business! Upload those files, done! ), Pay Invoices (all major gateways supported, 0% fee on our side for all plans), See custom pages (yup, like a membership portal! Within the Set Custom Field Value Automation option you can perform simple math operations in a Number type Custom Field. In some cases, you will automatically be directed to this step. Well let you decide! You can either click +Add Project to create a new Project or use the Options menu button of an existing Project and select Edit. I was immediately hooked! SaaS I really like that you can brand your own customer portal fairly easily. One Low Price. The client management options are top-notch! You can either click +Add Template to create a new Document Template or use theOptionsmenu button of an existing Template and selectManage Automations. Let's say you want to send an email notification to your Users. Monetize your courses, use them as lead generators, train your Staff or just educate your Clients! This pane will also tell you what will trigger the Automation. We prioritize customer satisfaction over everything and constantly develop the tool to be easy to use, but also to become better, faster and more feature-rich. CLICK HERE to learn more about Adding a Contact. You can include a message in the provided text box that will be directed toward the Staff Member. IMPORTANT: When finding a Project based on the title search by the first few letters of the first word of the Project. SuiteDash is here for the long run, will you join us? Click the Make a selection dropdown menu and select Assign FLOWs. TIP: This field will only be available when choose Prospects or Clients as the Role. CLICK HERE to learn about No-Code Automations. it was the only software available to meet all of our needs. We wanted something that could be white labeled, the customer could sign themselves up, we would have an internal messaging system to eliminate e-mails outside their portal. Easy! It is only applicable for Contacts in "Not Invited" status.