Messages, emails, automations, and sequences
39 articlesEverything about Stripe Connect on creavio: setup, dashboard, payouts, disputes, tax forms, and troubleshooting.
Auto-send welcome emails, questionnaires, and contracts immediately after a client books with you.
Create reusable email templates for common client touchpoints and automate your communication.
Set up automated emails triggered by bookings, invoices, forms, and pipeline changes.
Create reusable email templates with dynamic variables so you can communicate faster and more consistently.
Send emails to clients, use templates, view email history, and track opens directly from creavio.
Build custom forms for inquiries, questionnaires, and client intake with drag-and-drop fields.
Edit your transactional email templates to match your brand with preview and test send.
Learn how forms in creavio let you collect information from clients with questionnaires, lead capture, and embeddable form builders.
Connect creavio to 5,000+ apps through Zapier: triggers, actions, popular recipes, and setup walkthrough.
Syncing Google Calendar, using Google Meet for virtual consultations, and connecting your Google account.
Export invoices and expenses from creavio to QuickBooks for complete bookkeeping and tax preparation.
Design marketing materials in Canva and upload them to your creavio media library for use across your site.
Set up post-session follow-ups: thank you notes, review requests, referral asks, and anniversary reminders.
Workflows for repeat clients: annual portrait reminders, corporate retainers, and seasonal rebooking.
Bulk operations across creavio: invoices, emails, gallery uploads, and client management at scale.
All keyboard shortcuts in creavio including the Cmd+K command palette for instant navigation.
Understanding the email activity view: delivered, opened, bounced, and clicked.
Use the inbox to communicate with clients in one organized thread.
Enable and configure the SMS add-on for text notifications and client messaging.
Track open rates, click-through rates, and engagement metrics for emails sent through creavio.
How email opt-outs work and how to handle clients who unsubscribe from your communications.
Use dynamic merge tags to personalize emails with client names, dates, amounts, and more.
Build multi-step email sequences triggered by client events to nurture leads and streamline follow-ups.
Send text message reminders to clients for upcoming sessions, gallery deliveries, and payment due dates.
Control which emails, SMS alerts, and in-app notifications you receive from creavio.
Set up instant automatic replies for new inquiries so leads know you received their message.
Customize the signature appended to every email you send through creavio.
Save and reuse common client responses to reply faster without retyping the same messages.
View the complete history of every email, text, and message exchanged with a client in one chronological feed.
Send targeted emails to client segments, tagged groups, or your entire contact list at once.
Ensure your creavio emails reach client inboxes and avoid spam folders with proper setup and best practices.
Explore every available trigger and action in creavio's workflow automation engine.
Create reusable email templates for booking confirmations, follow-ups, and common client workflows.
Tips for professional client communication, response times, tone, and building lasting relationships.
Chat with clients directly from creavio.
Send marketing emails and newsletters.
Automate repetitive tasks and follow-ups.
Create intake forms and client questionnaires.