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Automate sending Template Bundles

  • June 22, 2024
  • 1 reply
  • 20 views
Kayla Simmons

I’m trying to create a template bundle for virtual assistants. 

I have my templates created and my goal is to first give them access to a Freebie template then give them the chance to upgrade to a bundle. 

I’m having trouble automating this to where the lead form triggers the template to send to the persons email after they request it. 

Any tips on how to do this? 

Best answer by Monica R

Hey @Kayla Simmons!

We are still working on creating a more sophisticated solution... But for now the hack is to create a Google Doc, PDF, email, or other kind of file that has a list of public links in it. You will have to copy and paste all the links for the templates you want to bundle into one place, but then all those links should work! I would suggest hyperlinking them and having the descriptive titles in one place for your clients :) 

    1 reply

    Monica R
    HoneyBook Community Team
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    • Monica RHoneyBook Community Team
    • HoneyBook Community Team
    • Answer
    • June 24, 2024

    Hey @Kayla Simmons!

    We are still working on creating a more sophisticated solution... But for now the hack is to create a Google Doc, PDF, email, or other kind of file that has a list of public links in it. You will have to copy and paste all the links for the templates you want to bundle into one place, but then all those links should work! I would suggest hyperlinking them and having the descriptive titles in one place for your clients :) 

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