Event Temple

Workflows will allow you to send an automated email and trigger a series of tasks automatically for a Booking.

Workflow Templates

Workflows trigger automated emails and tasks. This article will cover several examples of how you might use them to your advantage.

Example Workflows

Workflow steps cannot currently be assigned to different users during setup. Learn how task and email ownership works by default, and how to reassign tasks or update assignees after a…

How Do I Assign a Workflow Step to Another User?

If I Edit a Workflow That's Been Added to A Booking, Are Those Changes on the Booking As Well?

Event Temple lets you automate follow-ups using Workflow Templates set at specific times determined by your team.

Can I Send an Automated Response and Set a Timer?

Emails from Workflows or Automations can only go to the Primary Contact on a Booking. They cannot be sent to multiple recipients, internal users, or yourself unless you are the…

Can Workflow Emails Be Sent to Multiple People or to Myself?

What Triggers Exist for Workflow Automations?

Can I See all the Active Workflows on my Account?

Learn how attachments are handled in Workflow emails. Files must be added to the Email Template first, then they will automatically be included when the template is used in a…

How Do I Attach Files to an Email in my Workflow?

Workflow Templates in Event Temple allow you to automate tasks and emails tied to your booking process. You can edit an existing template to update task timing, email content, or…

How Do I Edit a Workflow Template?

Why Doesn't My Invoice URL Work in My Automatic Workflow Email?

Why Aren't Workflow Tasks Being Assigned to me?

Learn how to create a Workflow in Event Temple to automate booking tasks and emails. Set triggers, add action steps, and streamline communication and task management using Workflow Templates.

How Do I Create a New Workflow for a Booking?

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