39 articles

Communication

Messages, emails, automations and sequences.

  1. Stripe Connect: The Complete GuideEverything about Stripe Connect on creavio: setup, dashboard, payouts, disputes, tax forms, and troubleshooting.
  2. Automating Client OnboardingAuto-send welcome emails, questionnaires, and contracts immediately after a client books with you.
  3. Email Templates GuideCreate reusable email templates for common client touchpoints and automate your communication.
  4. Automation WorkflowsSet up automated emails triggered by bookings, invoices, forms, and pipeline changes.
  5. Getting started with Email TemplatesCreate reusable email templates with dynamic variables so you can communicate faster and more consistently.
  6. Email CommunicationSend emails to clients, use templates, view email history, and track opens directly from creavio.
  7. How to Create a FormBuild custom forms for inquiries, questionnaires, and client intake with drag-and-drop fields.
  8. How to Customize Email TemplatesEdit your transactional email templates to match your brand with preview and test send.
  9. What are Forms?Learn how forms in creavio let you collect information from clients with questionnaires, lead capture, and embeddable form builders.
  10. Zapier Integration GuideConnect creavio to 5,000+ apps through Zapier: triggers, actions, popular recipes, and setup walkthrough.
  11. Google Workspace IntegrationSyncing Google Calendar, using Google Meet for virtual consultations, and connecting your Google account.
  12. QuickBooks Sync GuideExport invoices and expenses from creavio to QuickBooks for complete bookkeeping and tax preparation.
  13. Canva to creavio WorkflowDesign marketing materials in Canva and upload them to your creavio media library for use across your site.
  14. Follow-Up Email SequencesSet up post-session follow-ups: thank you notes, review requests, referral asks, and anniversary reminders.
  15. Recurring Client WorkflowsWorkflows for repeat clients: annual portrait reminders, corporate retainers, and seasonal rebooking.
  16. Batch Processing TipsBulk operations across creavio: invoices, emails, gallery uploads, and client management at scale.
  17. Time-Saving Keyboard ShortcutsAll keyboard shortcuts in creavio including the Cmd+K command palette for instant navigation.
  18. Email Activity LogUnderstanding the email activity view: delivered, opened, bounced, and clicked.
  19. Client Messaging InboxUse the inbox to communicate with clients in one organized thread.
  20. SMS Add-On SetupEnable and configure the SMS add-on for text notifications and client messaging.
  21. Email AnalyticsTrack open rates, click-through rates, and engagement metrics for emails sent through creavio.
  22. Unsubscribe ManagementHow email opt-outs work and how to handle clients who unsubscribe from your communications.
  23. Template VariablesUse dynamic merge tags to personalize emails with client names, dates, amounts, and more.
  24. Drip SequencesBuild multi-step email sequences triggered by client events to nurture leads and streamline follow-ups.
  25. SMS NotificationsSend text message reminders to clients for upcoming sessions, gallery deliveries, and payment due dates.
  26. Notification SettingsControl which emails, SMS alerts, and in-app notifications you receive from creavio.
  27. Auto-Response MessagesSet up instant automatic replies for new inquiries so leads know you received their message.
  28. Email SignaturesCustomize the signature appended to every email you send through creavio.
  29. Message TemplatesSave and reuse common client responses to reply faster without retyping the same messages.
  30. Client Communication TimelineView the complete history of every email, text, and message exchanged with a client in one chronological feed.
  31. Bulk Email SendingSend targeted emails to client segments, tagged groups, or your entire contact list at once.
  32. Email DeliverabilityEnsure your creavio emails reach client inboxes and avoid spam folders with proper setup and best practices.
  33. Workflow Automation TriggersExplore every available trigger and action in creavio's workflow automation engine.
  34. Email TemplatesCreate reusable email templates for booking confirmations, follow-ups, and common client workflows.
  35. Client Communication Best PracticesTips for professional client communication, response times, tone, and building lasting relationships.
  36. MessagesChat with clients directly from creavio.
  37. Email CampaignsSend marketing emails and newsletters.
  38. AutomationsAutomate repetitive tasks and follow-ups.
  39. Forms & QuestionnairesCreate intake forms and client questionnaires.