For the longest time, wedding and portrait photographers face the tedious tasks of meetings, shoots, to-dos, notes, reminders, post-processing, etc, etc. The wedding day coverage seen by the clients is less than 25% of the total work involved for any given wedding.
Weddx started out by providing a great tool to help photographers manage these tasks more efficiently. Workflow Management component just extended such efficiency exponentially.
For the first time, you can define your own actions based on system events. Once defined, these actions would occur automatically, completely simplifying your entire daily business.
The system events you can currently attach an action to include:
- When a new inquiry is added
- When a meeting with a potential client is scheduled
- When a wedding contract is signed (either manually added or digitally signed in ClientAccess)
- When a contract payment is due
- When a shoot/meeting is scheduled (this could be an engagement session, bridal session, etc.)
For each event, you can define the following actions:
- Send an email
- Send a text message
- Add a to-do task
For each action defined, you can:
- Execute the action immediately
- Execute the action after certain time after the event is triggered
- Execute the action based on a future date (wedding date, meeting date, etc)
Here are some example workflows you can define:
- Send a text message to my phone whenever a wedding contract is signed
- Schedule a reminder email to be sent out 5 days after a new inquiry is added to the system to check on the status of the inquiry
- Send a reminder email 7 days before any contract payment is due
- Add a specific to-do task whenever a meeting is scheduled in the system
- Send an email one year after the wedding date to congratulate your clients on their first anniversary
The combination of actions and events and how it works to fit your own style is limitless. Plus, you can use variables in your action so your message is dynamic to the specific event. For example, your reminder email could look like this:
Contract Payment Due in Two Weeks -- {Wedding.Name}.
Amount Due: {Contract.PaymentAmount}
Due Date: {Contract.PaymentDueDate}
Login to Weddx, go to Control Panel, and see it for yourself.
0 comments:
Post a Comment