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Dubsado, Systems & Automation Guest User Dubsado, Systems & Automation Guest User

Everything You Need to Know About Dubsado Canned Emails

Do you ever find yourself writing the same email to clients multiple times? At this point, it’s just a part of your usual process. While we’re sure you’re probably not a stranger to canned responses in Gmail (They’ve been a lifesaver for us), what you may not be aware of is that you can create them in Dubsado.

You’re able to add canned emails to automated workflows or send them manually, and they’re an absolute time- and headache-saver. Instead of having to rewrite the same email multiple times in a different platform outside of your CRM, you can bring that function inside of it since Dubsado also connects with most email services to allow you to send and receive emails straight through the software.

In this blog post, we’re going to be breaking down canned emails from start to finish. Don’t worry, this won’t be a super long one. Canned emails are so simple to use, you can have yours up and running in as little as 10 minutes!

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Learn, Systems & Automation Guest User Learn, Systems & Automation Guest User

Why We Moved Our 100k+ Email List to Flodesk

Listen, we’ve been around the block a few times when it comes to email marketing platforms. Over the years, we’ve migrated and re-migrated to a handful of different ones to find the best fit, yet we always ended up leaving. After our recent switch last year to Flodesk, we definitely aren’t planning to leave any time soon.

While we’re aware that moving over such a large email list with over 100k subscribers to a beta platform seems completely absurd and irrational, but honestly? It was absolutely the most no-brainer migration we’ve ever done, and here’s why.

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Dubsado, Systems & Automation Guest User Dubsado, Systems & Automation Guest User

Our Top 3 Favorite Dubsado Features

Dubsado is our absolute favorite CRM because it brings the perfect blend of simplicity and robustness. It’s laid out in such a user-friendly way, yet it takes care of so many functions that the average business owner would need. From their forms, to workflows, to client portal, Dubsado is truly an all-in-one platform that we just can’t get enough of. Out of all of these amazing features though, we want to share our top three favorites.

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Systems & Automation Guest User Systems & Automation Guest User

How to Create and Set Up an Email Opt-In with Flodesk

Flodesk is one of the most simple and user-friendly email marketing services we’ve ever used, and we’ve been with multiple services over the years. We made the switch in the middle of 2020, and we haven’t looked back since! One thing that makes Flodesk stand out from other platforms is the fact that it’s just so beautiful (but that $38/month price isn’t too bad either, but read until the end to find out how you can get Flodesk for just $19). From the emails to the forms, they make it easy to show off your style and brand in everything you create.

Creating and setting up forms is an easy-peasy task. It takes no longer than 15 minutes total, if that. Today, we’ll be showing you a complete walk through of how to create and set up an email opt-in with Flodesk!

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Dubsado, Systems & Automation Abagail Pumphrey Dubsado, Systems & Automation Abagail Pumphrey

4 Things to Automate Using Dubsado and Zapier Integration

We all know how much we love Dubsado’s workflows (so much so that we wrote a whole blog post about them, which you can check out here). But what you may not know is that, although their native workflows serve tons of amazing actions, you can take your automation game one step further by integrating with Zapier.

We’ve been around the block with Zapier a few times, so much so that we could dub ourselves Zap experts, and we’ve thought of more ways that you can take Dubsado to the next level! Keep reading to learn 4 more things you can automate using the Dubsado and Zapier integration.

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Dubsado, Systems & Automation Abagail Pumphrey Dubsado, Systems & Automation Abagail Pumphrey

How to Create a Beautiful and Branded Client Portal in Dubsado

Dubsado is one of our favorite CRMs, and a big reason for that is because it’s so robust. There are tons of features that are needed by any service-based business, and one that we think is sometimes overlooked is the client portal. Not only is it useful for your clients to easily keep track of files, emails, and documents that you’ve shared with them, but it also adds that “wow” factor to their experience.

We’re all about branding everything, so it’s no surprise that we fell in love when we learned that the client portal can also be branded. With a few quick tweaks in your settings and 15 minutes in Canva, you can have a beautifully branded client portal.

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Grow, Systems & Automation Abagail Pumphrey Grow, Systems & Automation Abagail Pumphrey

7 Reasons Why We Chose Squarespace (Over Wordpress, Muse, Wix, Godaddy, etc.)

We have been around the block once or twice online and have tried our hand in many platforms, hosting services, and domain providers, but when it came time to rebrand we were stuck. We pondered for months over who or what we should choose, but once we finally made the decision we never looked back! Squarespace is by far the easiest platform to use, with the cleanest interface. Choosing them is hands down the best decision we’ve made for our business and blog.

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Learn, Systems & Automation Guest User Learn, Systems & Automation Guest User

How to use Link Triggers in ConvertKit to Allow Subscribes to Skip Registration Pages

Today I want to teach you how to use link triggers in ConvertKit to make things crazy easy for already-existing subscribers. Obviously there are 1.493723 billion things you could use a link trigger for so this is just an example.

Let’s say you’re hosting a webinar and you want to send an email to your list telling them about it and asking them to sign up but because they’re already on your list (aka, already given you their email address, name, etc) they could really skip the whole sign up page thing.

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Welcome to My Blog

Hey, I’m Abagail Pumphrey!

You know when you are so deeply passionate about something you can’t help but share it? That’s how this blog has felt for the last decade. I’ve written about my latest strategies, tech how-tos, experience with scaling and so much more. I hope you find just what you’re looking for. We’re here to help!

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