automated email workflows, including payment reminders and shoot history

Just make sure you have the tick box selected to get the copy x

There should be emails for the initial pipeline, but also follow up emails after a shoot to request a review or offer a discount for another shoot... it would be nice to keep our customers within the pipeline to continue engagement.

I actually want to get a copy of the email sent so I see it in my inbox

This is definitely my biggest challenge with the platform. Balance due notifications for the client and myself would make the app much more usable instead of having to manually track everything. Follow up workflows would be game changing.

this is my biggest hurdle right now with unscripted. it has me considering another system

The emil automations in general just need a revamp I feel.. I would love them more intuitive and less needy. I don't want to have to go in for EVERY client and set automatic emails. For this reason I decided to try a new CrM but if it's ever changed I will be switching back

again 2 years ago this was requested, just some updates from the devs would stop people asking, its been so long is anything happening as nothing new has dropped for ages.

Love this!!!

Great idea. We had this feature in our CRM at work and it makes it really easy to recall when you chatted last

I would like there to be a template that you can add to a photography booking, with reminders that you can set as notifications for yourself.

In other words, under the “timeline” category there would already be several pre-created reminders that I can choose to activate on a specific date, based on when the photoshoot takes place for that specific client.

Two weeks before the photoshoot: check in with the client to see if they have any questions.

One day after the photoshoot: send a thank-you text message.

I would like to have a better overview of “what is my next step” with each client — more of a clear checklist or timeline, so I don’t have to go into every individual client profile. For example, for my client Adam, I might need to deliver the photos, while for my client Emma, I need to make sure the invoice has been paid. I also miss having a feature where, once a client has completed their payment, the circle by their name becomes “finished” — as if the process with that client is done. But for me, even after they’ve paid, I want to continue the communication and maintain the client experience. I don’t want to just let go of them after the delivery.

This would be life changing

Do you mean check the sent emails through unscripted? You can check the email history within the app. Or you mean something else ?

Yess! Like a thread of some sort. I hate having one go through as unscripted then having the rest go through my regular email

I literally was just getting ready to submit this request! Having the emails sent out automatically at certain periods during the planning process would help me immensely in maintaining the same client experience for everyone as well as take a huge load off my plate.

I literally was just getting ready to submit this request! Having the emails sent out automatically at certain periods during the planning process would help me immensely in maintaining the same client experience for everyone as well as take a huge load off my plate.

This is a very valuable request

This!! with so many clients it's so hard to keep track of who I've sent what. I love the way the unscripted emails look but don't use them because I can't see the history of them sending. I've also heard that some clients don't receive them.

This would be amazing! I just switched over and that's the only feature I know I will miss. I was able to set my clients up to automatically receive emails at certain points before their wedding.

Amazing

I was just thinking this!! I would love to be able to communicate within the app or at least see the email was sent. I started second guessing if I actually sent an email.

100% agreed. I now make notes for each client on which day I sent a payment reminder manually because I can’t see who I reminded already and who not.

I loved this feature on my wix site! So helpful to have all communications in one place

This one!! I hate not being able to see it if it actually went through and what I have already sent

Yes without having to manually add all these emails. I know you can schedule in unscripted but I would like to be able to create a couples automation template that sends emails automatically based on the session date rather than selecting each email template and choosing a scheduled send manually

Even just a way to view the messages sent history would be useful

yes. it would be so much more convenient

Same. This is very important to me

Automation is the only thing holding me back + being able to have more than one questionnaire + a proper contact form

Yes yes yes!

Great point! This way we can know that they are receiving our correspondence and not just ignoring us!

I agree with Nicole Kilroy's descripton.

I agree! I’d love to be able to also have an email reminder to pay the remaining invoice if it hasn’t been paid yet, the night before the shoot.

This would really set you guys apart from other CRMs. Automatic CRM is a huge deal for busy photographers :)