Marketing and emails

The email editor, campaigns, reviews and workflows.

• Connect your own email so messages reach the inboxEmails sent straight from a web host are often filtered as spam. When you connect your own email, your quotes, invoices, reminders and review requests all go out through it, and reach the inbox. Allow about 15 minutes.
• Design an email and run a campaignThis guide shows how to design an email in the visual editor and send it to a group of clients, such as a we-miss-you note. Campaigns are part of the Growth plan and above.
• Ask for Google reviews automaticallyHappy clients are the best advert you have. This guide shows how to ask for a Google review once a client has paid, and how to see who tapped the link.
• Build your first workflowA workflow is a follow-up that runs by itself. Something happens, such as a new lead or a sent quote, and the workflow does the next thing for you. Workflows are part of the Business plan, and owners and managers can use them.
• Can I get reminders sent for quotes nobody has answered?Yes, on the Growth plan and above. Open Settings, Sales and leads and switch on Quote follow-ups . An unanswered quote then gets up to two friendly reminders by email (the first after 3 days, the second a week later, changeable),…
• Why does my quote email not have the PDF attached?Quotes go as a link by default: a PDF cannot be tracked, and a quote can only be accepted online. The page the link opens has a Download PDF button, and that download is logged. You can attach the PDF to quote and invoice emails…
• How do I make sure my quotes and invoices reach the inbox?Open Settings, Email sending and connect the email service you already use: Google Workspace or Gmail, Microsoft 365, Brevo, Mailgun, Amazon SES or any SMTP server. Follow the short steps shown for your service, paste the details…
• How do I find my Google review link?It is a short web address that opens the review form for your business on Google. To get it: sign in to the Google account that manages your business, search for your business name on Google (you will see a panel with your…
• How do I design an email and use it for follow-ups?Open Marketing, Emails . The library holds every email you send: your lead follow-ups, the quote reminders, the review request and your own. Press New email to start from a design, or Edit on any email. In the editor, add blocks…
• How do I send one email to many clients?Open Marketing, Emails, Campaigns (Growth plan and above). Campaigns go out through your own email account, so first connect it under Settings, Email sending and switch on email signing (DKIM) at your email service. Then press…
• Can I ask clients for a Google review automatically?Yes, on every plan. Open Settings, Marketing , paste your Google review link and switch on Review requests . A day after a client has paid an invoice in full, they get a friendly email with a button that takes them to your Google…
• What are workflows?Workflows are follow-ups that run by themselves (Business plan). You choose what starts one, such as a quote is sent or a new lead arrives , then add steps: wait a few days, check something (for example is the deal worth more…
• How do I set up a workflow?The quickest way is a ready-made one: open Workflows, Recipes and press Use this recipe . It is added as a draft , so nothing is sent yet. Open each step to check the wording and the email it uses, press Test with a sample to see…
• Will a workflow email someone twice, or email people who unsubscribed?A workflow runs only once for each lead, quote, invoice or client, and only for things that happen after you switch it on, so your existing overdue invoices are not suddenly emailed. People who unsubscribed are skipped, and so is…