Workflows & automation
When this happens, do that: follow-ups, reminders and recipes you can copy.
24 guides
- Set up a Workflow (the piano example)Build a When · Wait · Only if · Do rule — here, a task to confirm the piano whenever an order with a piano is booked — and try it on an order before it ever runs. 3 min read
- Build your email and text templatesEvery email and text your company sends, as cards — see each one exactly as your customer gets it, build an email in the designer (from a ready-made one or blank), send yourself a test. 7 min read
- Built-in workflowsThe messages MoveBoard already sends for your company, shown as workflows — what they are, how to change or switch one off, and how Reset puts it back. 3 min read
- Turning workflows onThe company switch that hands every automatic message to Workflows — who can flip it, what happens the moment it goes on, and how to turn it back off. 2 min read
- When: the moments that start a workflowEvery way a workflow can start — something that happens (a lead comes in, an order is booked, a customer pays) or a date on the order coming round — how to pick one, and how to pick several so one workflow covers them all. 4 min read
- Wait: when the steps runThe four ways a workflow can wait before it acts — right away, delay the template by a while, until a time of day, or until a date on the order — how to repeat it while it is still true, and how quiet hours move it out of the night. 3 min read
- Only if: conditionsNarrow a workflow to the orders it's meant for — status, move type, inventory, money, documents, addresses and more — with ALL or ANY, groups, and conditions that make it stop by itself. 3 min read
- Do: the steps a workflow takesEvery step a workflow can take — emails, texts, the deposit and inventory links, documents to sign, tasks, a note to a teammate, a status change, a flag, a sales rep — and what each one checks before it acts. 4 min read
- Quiet hoursWhy a workflow's message waits until morning — the 8 PM to 8 AM quiet hours, which workflows keep them, and the links that always do. 2 min read
- Test a workflow before it runsRead the rule back as one sentence, try it on a real order without sending anything, and look at the exact email or text it would send. 2 min read
- The run log — why something did or didn't sendEvery run of a workflow — sent, done, waiting, skipped, stopped or failed — with the reason in plain words, on the Workflows page. 3 min read
- The Automation timelineFollow-ups and reminders sent a set number of days after something happens — quiet leads, a status that hasn't moved, completed moves, unpaid invoices — and how to add, change or remove one. 5 min read
- Set up a follow-up emailA step-by-step recipe for the follow-up every mover needs — an email a day after a quote that hasn't booked, which stops by itself once the customer books. 2 min read
- Booked and Reserved messagesHow your Booked and Reserved emails and texts go out exactly once, whichever way the order got there — the customer paying online, the office taking a deposit, or a status change from the order window. 2 min read
- Reminders for unsigned documentsRemind customers to sign a custom document you sent — first after a few hours, then every so often, by email, text or both — for every document or just one. 2 min read
- Tasks made by workflowsHave a workflow give someone a task — the order's sales rep, the dispatchers, the managers, a whole department or one person — with a title, a due time and a kind. 2 min read
- Workflow recipesReady-to-build workflows for the follow-ups, reminders and hand-offs most movers want — the examples MoveBoard offers, plus recipes you can build in a couple of minutes. 4 min read
- Templates vs workflowsTemplates hold the words, workflows decide when they go — which page to open for which change, and why switching a template off still stops it. 2 min read
- Messages that are not workflowsThe few messages MoveBoard sends on its own, outside Workflows — storage bills and their reminders, payment receipts, and staff notifications — and where each one is set. 2 min read
- Lead scoring pointsGive points to what customers do so the busiest leads rise to the top — and use the score in a workflow's conditions. 1 min read
- Postponed orders cancel by themselvesLet MoveBoard cancel a move that has stayed Postponed too long — how to set the time, what the customer and your team hear, and how to get the order back. 1 min read
- Automatic status changes overnightThe status changes MoveBoard makes by itself — quotes that expire, leads whose move day has come — and how they connect to your messages and workflows. 2 min read
- Automatic lead assignmentHow new leads get a salesperson without anyone pressing a button, and how to add your own hand-offs with workflows. 2 min read
- Workflows: when every message goes outHow MoveBoard decides when each email, text, document and task goes out — one plain sentence per workflow, When · Wait · Only if · Do — and where to find them. 3 min read
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