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Automation trigger per project type

  • March 26, 2024
  • 5 replies
  • 53 views

Alli Steele
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I am wanting my contact form or lead form to trigger an automation per project selected. I offer different genres of photoshoots and have different smart file and email wording for each type. I thought I had it set up to automatically send when they type of session was selected but cant figure out how with a new project type. Just an ai generated email is asked for me to approve and then I have to manually do everything.

Best answer by JennBays

Hi @Alli Steele! Here’s a walkthrough video of how to set it up. Feel free to reach out with any questions. 

 

https://www.loom.com/share/62f4e2ac4cd74f51a7f61aebc3e627f8?sid=63acef26-626a-436b-9b0d-be05d731f0a7

5 replies

JennBays
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  • Newcomer
  • March 26, 2024

Hey @Alli Steele

So you can do this in your contact form by using the “project type” selection for the type of photoshoot your lead(s) are interested in and then in the automations section of your Honeybook under “tools” you will select which automation goes with which project type selection on your contact form. That’s going to be the easiest. 

You can do this with lead forms but lead forms don’t have the ability for the client to select from a selection and be put into the correct automation. You can create an automation for a specific lead form though. 

So, what I recommend for photographers is you use a contact form for your day to day services and lead forms for minis/promotions/expos/shows etc. 

Hope this helps! Feel free to reach out with any questions you have. :) 


Alli Steele
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  • Author
  • March 28, 2024

So I need to make multiple contact forms and select the different project type for each one? I have each automation triggering the contact form selection but in the contact form settings I can only choose one project


JennBays
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  • Newcomer
  • Answer
  • April 1, 2024

Hi @Alli Steele! Here’s a walkthrough video of how to set it up. Feel free to reach out with any questions. 

 

https://www.loom.com/share/62f4e2ac4cd74f51a7f61aebc3e627f8?sid=63acef26-626a-436b-9b0d-be05d731f0a7


Joelle Martinec
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Thank you @JennBays ! This was super helpful!


JennBays
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  • Newcomer
  • November 8, 2024

You’re so welcome @Joelle Martinec! If you have any questions feel free to reach out. :)