Events (Triggers) and Actions Overview

Overview

Are you ready to streamline your business processes and automate tasks in Supermove? Automations are here to help, and you don't need to be a technical expert to get started. In this article, we'll break down the fundamental concepts of events and actions in Supermove Automations, making it easy for you to harness the power of automation.

Understanding Events and Actions

Good news! You don't need a technical background to use Automations effectively, however, it is essential to understand the distinction between two key components: events (also known as triggers) and actions.

• Events (Triggers):These are the events that occur within Supermove. Events can include actions like sending or accepting a quote, sending or confirming a confirmation, or submitting a virtual walkthrough, among others.
• Actions: Actions are what you want to happen automatically in response to an event. These can involve creating or archiving tasks, introducing delays (which allow you to build time into your automation), or stopping an automation altogether.

Example: Let's say you want to create an Automation that assigns a task to a salesperson when a new project is created. In this case, "A new project is created" is the event, and "Assign a task to the salesperson" is the action.

5 Sales Automations

Here are five practical workflows to streamline lead follow-up, inventory capture, and bookings while automating repetitive tasks. Please note that these automations serve as a structure, and you'll still need to customize email templates to make them work seamlessly for your moving company.

1. Confirmation Resend Workflow

Goal: Automatically remind customers to confirm their move.

Description: If a customer hasn't signed the confirmation within 3 days after it was originally sent, the confirmation form will be resent automatically. The workflow stops once the confirmation is signed.

2. Date Almost Full Workflow

Goal: Create urgency with customers.

Description: If a quote has not been "accepted" within 10 days (by clicking continue on the quote doc), resend the quote with a new email stating availability is limited and the date is almost full. Please note that this is not tied to the actual availability status of dates but assumes that dates will fill up if quotes are not accepted within 10 days.

3. Move Inquiry Workflow

Goal: Respond to every lead automatically.

Description: When a new lead comes in, send an email immediately with the inventory form link to be filled out. Please note that this automations does not automatically fill out the Supermove inventory form; the form still needs to be copied by sales into Supermove to get weights.

4. Quote Accepted Workflow

Goal: Get jobs booked and deposits paid faster.

Description: Sends an email 1 day after the quote was accepted, asking the customer to call the office to pay the move deposit and book the job.

5. Quote Follow-Up Workflow

Goal: Get quote confirmations quickly and efficiently.

Description: Sends an email follow-up, including the quote link, 1 day after it was initially sent if the quote has not been confirmed.

Ready to Get Started with Automations?

If you're already a Supermove customer and want to dive into Automations, don't hesitate to get in touch with our Support team. If you're not yet a Supermove customer but are interested in automating your business processes ahead of the busy season, feel free to contact Supermove or check out our quick demos on our YouTube channel.