{"id":35638,"date":"2021-09-01T19:37:17","date_gmt":"2021-09-02T02:37:17","guid":{"rendered":"https:\/\/honeybook.site.strattic.io\/?p=35638"},"modified":"2023-02-08T14:30:57","modified_gmt":"2023-02-08T22:30:57","slug":"automations-save-time","status":"publish","type":"post","link":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/automations-save-time","title":{"rendered":"HoneyBook Automations: save time with our latest updates"},"content":{"rendered":"\n<p style=\"text-align: center;\"><em><span style=\"font-weight: 400;\">Learn how to save time with HoneyBook Automations and set up your business processes from start to finish. Our latest updates give you more customization and control to ensure you can automate your entire client journey.<\/span><\/em><\/p>\n\n\n\n<p><iframe title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/upTZlj9zLa8\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n\n\n\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">HoneyBook Workflows has been revamped and upgraded! This year, we rolled out a <\/span><a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/new-honeybook-features-august-2021\"><span style=\"font-weight: 400;\">product update<\/span><\/a><span style=\"font-weight: 400;\"> and a new name for Workflows: HoneyBook Automations.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you\u2019ve used HoneyBook Workflows before, you\u2019ll find that Automations still has the same great purpose and functionality. The update includes new capabilities to bring you more control and customization. With more tailored automations that are easier to implement, you can save time and move your projects forward even faster than before.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Learn more about HoneyBook&#8217;s <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/workflows\">client workflow automation software <\/a><\/span><span style=\"font-weight: 400;\">and the latest improvements by watching our webinar or reading on below. <\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What&#8217;s New With HoneyBook Automations?<\/h2>\n\n\n\n<p><span style=\"font-weight: 400;\">You can still find <a class=\"wpil_keyword_link\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/honeybook-automations\" target=\"_blank\" rel=\"noopener\" title=\"HoneyBook Automations\" data-wpil-keyword-link=\"linked\">HoneyBook Automations<\/a> under the essential tools in your HoneyBook account. Once you\u2019re inside the tool, you\u2019ll notice the builder looks a lot more visual\u2013you can now drag and drop your automation steps instead of viewing everything in a step-by-step list. Don\u2019t be afraid to play around\u2013it still offers the same great options for <\/span><a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/workflows-and-automations-perfecting-client-journey\"><span style=\"font-weight: 400;\">perfecting your client journey<\/span><\/a><span style=\"font-weight: 400;\">!<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In the new builder, you also have more editing and previewing capabilities. Whenever you select an email template to send as a step in your automation, you can preview them directly and make edits. When you edit in the Automations builder, it will save a version of the email specifically for this Automation, instead of altering your templates, so you can still have your base templates stay the same to customize for different projects. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">As always, HoneyBook Automations still have triggers that give you control and flexibility. You can establish your automation steps based on project start and end or when clients complete your contracts, questionnaires, brochures, invoices and more. <\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">5 Steps to Building an Automation in HoneyBook<\/h2>\n\n\n\n<p><span style=\"font-weight: 400;\">Ready to get started with HoneyBook Automations? There are just five steps you need to get everything set up and running smoothly. There\u2019s a little bit of prep work you need to do before you can get your automation started, and we\u2019ll walk you through everything below. <\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">1. Set Up Your Project Types<\/h3>\n\n\n\n<p><span style=\"font-weight: 400;\">First, set up your different <\/span><a href=\"https:\/\/help.honeybook.com\/en\/articles\/2209112-understanding-project-types\"><span style=\"font-weight: 400;\">project types<\/span><\/a><span style=\"font-weight: 400;\"> in your company settings. Your project types are completely customizable, so they can be based on your unique services and offerings. HoneyBook allows 17 total project types, and they can be any combination of services, packages, digital products, types of clients and more.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">By setting your project types at this level, it\u2019s easier to organize your HoneyBook pipeline and clients. With automations, you\u2019ll use project types to segment your audiences and design the step-by-step process that\u2019s unique to their needs. <\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">2. Sync Your Contact Forms With Your Project Types<\/h3>\n\n\n\n<p><span style=\"font-weight: 400;\">After you\u2019ve established your project types, you\u2019ll need to sync them with your <\/span><a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/increase-leads-with-contact-form\"><span style=\"font-weight: 400;\">HoneyBook Contact Forms<\/span><\/a><span style=\"font-weight: 400;\">. By connecting the two, you\u2019ll be able to kick off your automations whenever someone inquires. This link is important so you can save time activating your automations and sending an initial email to your leads. After all, businesses that respond to inquiries within an hour are nearly 7x more likely to <\/span><a href=\"https:\/\/hbr.org\/2011\/03\/the-short-life-of-online-sales-leads\"><span style=\"font-weight: 400;\">qualify the lead<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To create the sync, you can use the \u201cProject Type\u201d question or sync an entire contact form. The \u201cProject Type\u201d question is available under suggested questions when you\u2019re editing your contact form, and it automatically shows leads a list of the project types you set up. When they choose a project type, and submit the contact form, it will kick off the automation associated with it.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you have different landing pages for each service and a unique contact form for each one, you can also sync the entire contact form to a project type. This way, you don\u2019t have to ask leads what service they\u2019re interested in since they\u2019re already inquiring from that service\u2019s page on your website. You\u2019ll do this in the Settings section of each Contact Form.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">3. Create Your Files and Email Templates<\/h3>\n\n\n\n<p><span style=\"font-weight: 400;\">Every HoneyBook Automation sequence contains any variation of internal tasks, emails, questionnaires and brochures. From these four items, each one requires an email template except for the internal tasks. To save time, create your templates ahead of time so you can drop them into the automation when you\u2019re ready.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For example, your automation sequence for a graphic design project type might include the following: <\/span><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Thank you email for inquiring<\/li><li>Questionnaire about their current brand and design preferences<\/li><li>Brochure with your design services and add-on options<\/li><li>Internal task to send a proposal once the brochure is submitted<\/li><li>Next steps email with a link to your <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/meeting-scheduler\">meeting scheduling tools<\/a> for a kickoff meeting<\/li><\/ul>\n\n\n\n<p><span style=\"font-weight: 400;\">With this sequence, you could have your base templates ready to implement so your setup just involves dropping them in and adding your triggers so the timing of each task or file sent makes sense.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you\u2019re setting up your automation and you decide you want to edit your email templates for a specific type of client, you can easily do so now inside the automations tool. Just preview the email template and edit. Keep in mind that editing inside the automations tool will only edit that instance of the email, and it won\u2019t affect your base template. <\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">4. Build Your Automation Sequence<\/h3>\n\n\n\n<p><span style=\"font-weight: 400;\">Now that everything is set up, building your automation sequence will be quick and easy! We recommend writing down the processes you already use for each project. Knowing what you currently do will make it easier to translate into a HoneyBook Automation.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you\u2019ve set all your templates up, all you need to do is add your first action and keep building from there. Whenever you add an action, you\u2019ll be prompted to include an email template (unless it\u2019s an internal task).<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Next, apply your trigger and timing. You can choose from the following trigger options in the updated automations builder: <\/span><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Automation is activated &#8211; Note that an automation is activated after someone submits a contact form that you\u2019ve synced.<\/li><li>Project end date<\/li><li>Project date<\/li><li><a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/online-contract\">Online contract<\/a> is signed<\/li><li>Questionnaire submitted<\/li><li><a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/online-invoices\">Online invoices<\/a> paid in full<\/li><li>First payment is made<\/li><li>Project moved to completed<\/li><li>Brochure is submitted<\/li><li>All required signature signed<\/li><\/ul>\n\n\n\n<p><span style=\"font-weight: 400;\">With any of these triggers, you also need to choose the timing before or after the event. Triggers that occur before events only include before a project end date or before a project date. For all other automations, your timing will need to be after. To make your automation as precise as it needs to be, you can set up your timing in increments of minutes, hours, days or weeks. For example, you can set a brochure to send out one day after the questionnaire is submitted.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you\u2019re new to automation or want a little more control in the process, you can choose any step to require approval before sending. By turning approval on, HoneyBook will notify you when it\u2019s time for the action. At that point, you can edit your email template if needed, choose to skip the step, remove the step, or let it move forward as is after reviewing. <\/span><\/p>\n\n\n\n<div class=\"wp-block-ugb-container ugb-container ugb-b5419a4 ugb-container--v2 ugb-container--design-basic ugb-main-block\"><style>.ugb-b5419a4-wrapper.ugb-container__wrapper{padding-top:0 !important;padding-bottom:0 !important}.ugb-b5419a4-wrapper > .ugb-container__side{padding-top:35px !important;padding-bottom:35px !important}@media screen and (min-width:768px){.ugb-b5419a4.ugb-container{padding-top:0px !important}}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-container__wrapper ugb-b5419a4-wrapper\"><div class=\"ugb-container__side\"><div class=\"ugb-container__content-wrapper ugb-b5419a4-content-wrapper\">\n<div class=\"wp-block-ugb-columns ugb-columns ugb-39f748c ugb-columns--design-plain ugb-columns--columns-2 ugb-main-block\"><style>.ugb-39f748c > .ugb-inner-block > .ugb-block-content > .ugb-columns__item{grid-template-columns:0.20fr 1.80fr !important}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-columns__item ugb-39f748c-content-wrapper\">\n<div class=\"wp-block-ugb-column ugb-column ugb-e339ae1 ugb-column--design-plain ugb-main-block\"><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-column__item ugb-e339ae1-column-wrapper\"><div class=\"ugb-column__content-wrapper\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2019\/03\/lightbulb-icon.png\" alt=\"\" class=\"wp-image-18294\"\/><\/figure>\n<\/div><\/div><\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-ugb-column ugb-column ugb-ce38728 ugb-column--design-plain ugb-main-block\"><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-column__item ugb-ce38728-column-wrapper\"><div class=\"ugb-column__content-wrapper\">\n<p><span style=\"color: #000000;\"><b>Pro Tip:<\/b><span style=\"font-weight: 400;\"> Take automations off your plate and use a <a href=\"https:\/\/pros.honeybook.com\/directory-setup?utm_source=blog&amp;utm_medium=Content&amp;utm_campaign=HoneyBook_Automations:_Save_Time_With_Our_Latest_Updates\">HoneyBook Pro<\/a>! They&#8217;ll parter with you to understand your business needs and make sure your automations are saving time, not adding another to-do on your list.<\/span><\/span><\/p>\n<\/div><\/div><\/div><\/div><\/div>\n<\/div><\/div><\/div><\/div>\n\n\n<\/div><\/div><\/div><\/div><\/div><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">5. Connect the Automation to a Contact Form or Project<\/h3>\n\n\n\n<p><span style=\"font-weight: 400;\">Your last step is connecting your automation to a contact form or project. This closes the loop so that your project types are connected to your contact forms and your contact forms are connected to your automations.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Inside the automations tool, you should see a list of all the automations you\u2019ve created with a column that says \u201cAutomate via contact form.\u201d You can either select the project type that applies to each automation or distinguish an automation as the default for any contact form.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Determining whether to use project types all depends on how you set up and organize your projects, so creating a default automation may be what you need if you don\u2019t have as much segmentation with your clients. In that case, you would skip steps 1 and 2 in this list.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you\u2019d rather activate an automation manually, you can do so by applying it to a project. Inside the project, just choose \u201cAutomation\u201d from the right-hand sidebar menu and then select the automation name that applies. You can either choose \u201cQuick Apply,\u201d which will start the automation as is, or you can choose to \u201cCustomize and Apply\u201d.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">By applying automations manually, you can customize as needed without impacting the master automation. That means you can create highly personalized automations for each project as needed!<\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How to Save Time With Automations<\/h2>\n\n\n\n<p><span style=\"font-weight: 400;\">By using our new and improved version of <\/span><a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/automations\"><span style=\"font-weight: 400;\">HoneyBook Automations<\/span><\/a><span style=\"font-weight: 400;\">, you can save precious time and focus more on delighting your clients. We know that every minute counts as a business owner, and taking that time off your plate can help you prioritize better every day.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To get started using automations, we recommend writing out your current processes and following the steps above one at a time. You can try automating just a few parts of your process before you feel comfortable to build even more. <\/span><\/p>\n\n\n\n<div class=\"banner banner--workflow\">\n<div class=\"banner__text-container\">\n<h2 class=\"banner__title\">Save time with <br>\nbusiness automation!<\/h2>\n<a class=\"banner__cta\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/automations\">Start today<\/a><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Learn how to save time with HoneyBook Automations and set up your business processes from start to finish. Our latest updates give you more customization and control to ensure you can automate your entire client journey. &nbsp; HoneyBook Workflows has been revamped and upgraded! This year, we rolled out a product update and a new [&hellip;]<\/p>\n","protected":false},"author":213,"featured_media":45454,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[455],"tags":[],"class_list":["post-35638","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-honeybook-updates"],"acf":[],"featured_image_urls_v2":{"full":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2021\/09\/Automations-Webinar-Feature_3563969714.png",360,200,false],"thumbnail":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2021\/09\/Automations-Webinar-Feature_3563969714-150x150.png",150,150,true],"medium":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2021\/09\/Automations-Webinar-Feature_3563969714-300x167.png",300,167,true],"medium_large":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2021\/09\/Automations-Webinar-Feature_3563969714.png",360,200,false],"large":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2021\/09\/Automations-Webinar-Feature_3563969714.png",360,200,false],"1536x1536":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2021\/09\/Automations-Webinar-Feature_3563969714.png",360,200,false],"2048x2048":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2021\/09\/Automations-Webinar-Feature_3563969714.png",360,200,false]},"post_excerpt_stackable_v2":"<p>Learn how to save time with HoneyBook Automations and set up your business processes from start to finish. Our latest updates give you more customization and control to ensure you can automate your entire client journey. &nbsp; HoneyBook Workflows has been revamped and upgraded! This year, we rolled out a product update and a new name for Workflows: HoneyBook Automations.&nbsp; If you\u2019ve used HoneyBook Workflows before, you\u2019ll find that Automations still has the same great purpose and functionality. The update includes new capabilities to bring you more control and customization. With more tailored automations that are easier to implement, you&hellip;<\/p>\n","category_list_v2":"<a href=\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/category\/honeybook-updates\" rel=\"category tag\">HoneyBook updates<\/a>","author_info_v2":{"name":"HoneyBook","url":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/author\/honeybook"},"comments_num_v2":"0 comments","yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Using Client Workflow Automation Software To Save Time | HoneyBook<\/title>\n<meta name=\"description\" content=\"Discover how to effectively save time with HoneyBook&#039;s new version of its client workflow automation software while remaining personal and in control.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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