Set your automations to activate automatically when a contact form inquiry comes in. You can even set different automations to activate based on which project type is assigned to the contact form inquiry.
For example: You could set a Corporate Event project type inquiry to activate your Corporate Event Onboarding automation, while a Birthday Party project type might trigger an entirely different automation
This means tailored responses for your clients, and less work for you.
📣 Note
This article references automations, available for Essentials and Premium plan members. Learn more about the features included in each plan here.
Head to your Automations page
Find the automation you’d like to assign in the list
Locate the Automate via Contact Form drop-down
From here, either:
Select Default for contact form
This will make the automation the default for contact form inquiries
Or, choose which project type(s), as selected in or assigned to your contact forms, will activate this automation
Assigning specific project types to an automation will override the Default for contact form option for inquiries with those specific project types
You'll need to make sure the chosen project type(s) are connected to your contact form in one of two ways:
Create a contact form that includes a suggested project type question for your client to answer on their end, and mark that question as required
Or, assign a default project type to an entire contact form, so that any inquiry coming in through that form will automatically be assigned that particular project type
Now, the appropriate automations will activate for the relevant contact form inquiries.
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help.