Latest updates from the Dubsado team
Originally posted: February 26th, 2020
One of Dubsado's fun, secret feature is the ability to schedule an email to go out a later time. When in a project, you can draft an email and click on the arrow next to the Send button to select when you want the email to actually be sent. We have updated this feature a bit so that you can now also schedule email replies!
*Note that the Send Later option for emails is only available on emails assigned to a project and not available in the address book.
If you know how to schedule out emails within a project, then you already know how to do so for email replies! The option to send later has been added directly into the reply composer itself Next to the Send button you will see an arrow. Clicking this arrow will bring up three preset options for when the email will go out: 3 hours from then, 9AM the next day, or one week later.
Selecting any of these option will create a one-action workflow that will send that email out. If you wish to adjust the time that the email is sent, you can do so by editing that "Delayed Email" workflow within the project.
If, for whatever reason, you wish to delete an email thread that has a scheduled reply, you will still have the option to do so! When you do so, you will see an additional warning to inform you that the email is still scheduled to be sent. Deleting the email thread will NOT stop that reply from being sent. To cancel the reply, you will need to archive that one-action workflow within the project.
Originally posted: February 25th, 2020
You now have the option to take your client an external page after they book an appointment using a Dubsado Appointment Scheduler. This is especially useful if you have have additional steps for your client after they book an appointment with you. You can redirect your client to a helpful page to give them more information after they book, it can be used to set up conversion tracking for your site, or you can have your clients check out your brand new merch store after they book an appointment 😉
To set up the custom redirect page, head over to the Advanced section of the Scheduler editor. There, you will see a new option labeled "Redirect URL". Enter in the URL of the desired page in that text box, click Save and you are set! When someone books an appointment using that Scheduler, they will be taken to that redirected URL rather than the regular confirmation page.
When someone books an appointment using that Scheduler, they will be taken to that redirected URL rather than the regular confirmation page.
There are some things to note if you do choose to redirect to another page:
Originally posted: February 25th, 2020
We've made another update to have everything you send through Dubsado match YOUR branding. We have updated the "Reschedule Appointment" button so now matches your brand color. All other Dubsado buttons appear in that brand color currently. To demonstrate this, we have updated our brand color to a nice shade of fuchsia!
To update this button color, you can head to the the Settings>>Branding and choose your color in the "Color (form/link buttons)" section. Do note that this will change ALL of your Dubsado buttons to this color!
Once it is updated, the "Reschedule Appointment" button that appears in your Appointment Confirmation emails will match that color. This change will also take affect anywhere you use the "Appointment Reschedule Button" smart field!
Originally posted: February 24th, 2020
When adding a link to an email, you now have the option to add it as a general hyperlink or turn it into a button similar to the button that appears on an email when you send a form or invoice in an email. Like those buttons, the color of new hyperlink-button will match the Brand Color you have set up in your Brand Settings.
There are two ways to add in the button to your emails. When drafting a new email, whether it is within a project or when making a canned email template, you will see that the existing "Add link" option has been updated to "Insert Link or Button. The option itself can be found under the Formatting Options in the email composer
Option 1: The first way to add the new button is click Formatting Options>>Insert Link or Button and then enter your URL and the Button Text you wish to show.
Option 2: If you already have text hyperlinked text in an email, you can easily change that to a button by clicking on that link selecting Style and then Button. You can transform the link this way if you want to quickly update all of the links in your email!
Any questions, feel free to shoot us a chat or email, hello@dubsado.com.
Originally posted: February 12th, 2020
This is a smaller update that is preparing for a new feature coming out soon! User and Brand Settings are combined onto a singular Settings page accessed via the Gear icon at the top of any Dubsado page.
On this new page, the User Settings (Login, Billing, and Affiliate) will appear below the existing Brand settings. The two settings types will be referred to as "Account Settings" and "Brand Settings".
No functionality is changing here, YET. Just making way for a feature we have upcoming up here very soon! :) Cannot wait to share more!
Originally posted: January 5th, 2020
We added to our Zapier integration last month, with those additions, subsequently, we had to remove the Custom Mapped Field info from Dubsado in your Zaps. I am excited to tell you today that we added Custom Mapped Fields back as an option in your Zaps.
Now you will see options for Custom Mapped Project Fields and Custom Mapped Client Fields.
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Zapier is an online automation tool that connects your favorite apps, such as Gmail, Slack, Mailchimp, and over 1,500 more. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration.
With Zapier, users can create automated workflows, called Zaps, to connect Dubsado with other apps that support Zapier. Zaps have two main components, triggers and actions. A trigger is a specific event in an app that starts the Zap. Once you set up a Zap, Zapier will monitor the trigger app for that event and bring in custom data when it occurs. For example, with Dubsado's New Lead trigger, when a new project with a lead status is created in Dubsado, the Zap will start and pull in the client's name, email, and other information that you mapped when setting up the Zap.
The second part of the Zap is the action. An action is an event that takes place in another app once the Zap is triggered. The action can use the data pulled in by the Trigger. Let's say you set up a Zap with Dubsado's New Lead trigger and add Trello's Create Card action. You'll be able to add the client's contact details from Dubsado to the new Trello card... automatically!
Originally posted: November 26th, 2019
We are excited to introduce three additional triggers and one action that can be used as part of a Zap.
If you know about all Zapier can do, you can scroll down to the highlighted portion of this release to see our newly added items.
Zapier is an online automation tool that connects your favorite apps, such as Gmail, Slack, Mailchimp, and over 1,500 more. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration.
With Zapier, users can create automated workflows, called Zaps, to connect Dubsado with other apps that support Zapier. Zaps have two main components, triggers and actions. A trigger is a specific event in an app that starts the Zap. Once you set up a Zap, Zapier will monitor the trigger app for that event and bring in custom data when it occurs. For example, with Dubsado's New Lead trigger, when a new project with a lead status is created in Dubsado, the Zap will start and pull in the client's name, email, and other information that you mapped when setting up the Zap.
The second part of the Zap is the action. An action is an event that takes place in another app once the Zap is triggered. The action can use the data pulled in by the Trigger. Let's say you set up a Zap with Dubsado's New Lead trigger and add Trello's Create Card action. You'll be able to add the client's contact details from Dubsado to the new Trello card... automatically!
Below is a list of our Current Triggers and how they work:
This trigger will watch for a new project with a lead status to be created in Dubsado. This project can be created manually from the projects page or automatically when a client fills out a lead capture form or public proposal that is set to create a project that has a lead status.
Here is a list of all the information that will be available to map in your Zap with the New Lead trigger:
**The "pretty" version of each date is a formatted version of the date. It will read like this, "Wednesday, November 20 2019 5:00 PM" as opposed to "2019-11-20 17:56:40.566Z"
Here are some ideas for using the New Lead trigger:
The New Payment Received Trigger will fire off actions when a payment is made to a Dubsado invoice using any of the three payment processors. Manually applied payments will not fire this trigger at this time. The following information can be used by the trigger:
TIP: The Amount Paid property will always come over as cents, so a payment of $350.67 will show up in Zapier as 35067. You may need to add an action with the Formatter by Zapier to convert this amount back to dollars.
Here are some ideas for using the New Payment Received trigger:
And today we released three additional triggers and one action that can be used as part of a Zap.
This new Trigger functions exactly like the New Lead Trigger listed above. The only difference is that Zaps with this trigger will fire when a project with a JOB STATUS is created. Like the New Lead Trigger, the following information can be mapped as part of the Zap:
Here are some ideas for using the New Job trigger:
This trigger will fire when any contract or sub agreement is signed by a client in Dubsado. To better control when this Zap runs, you may need to add a filter to your Zap.
Here is a list of all the information that will be available to map in your Zap with the Contract Signed trigger:
This trigger will watch for the status of a project to change. This trigger does NOT fire when a new project is created and a project status is assigned at the same time (check out the New Lead or New Job triggers above).
This trigger WILL fire any time...
Similar to the Contract Signed trigger, you may require a filter in your Zap to limit when the Zap runs.
Here is a list of all the information that will be available to map in your Zap with the Updated Project Status trigger:
This action will create a new project in Dubsado based on a trigger from another app!
When creating the Zap you will have the option to map information from other programs into the following Dubsado Fields:
*Required fields
You will also have the option to automatically assign the following to all projects created from this action:
Any project created from this Zap will be assigned the same Project Status, Project Source, and Workflow. You can create multiple Zaps or use filters and paths to further control what gets assigned.
Here are some ideas for using the Create Project action:
Originally posted: October 28th, 2019
We released our first phase of our Activity Tracker back in June 2019 and today we are launching more items being tracked by it. The goal with activity tracker is to give you more insight to the "history" on your account. With this feature, you will be able to see what a user or workflow does on a project. Especially when working with teams, it gives you a better insight into your account and what actions where taken on a project.
Example:
This will make it so any activity within a project is tracked and logged within that project. In addition to the ones we have now the following actions will be tracked.
Invoices:
Updating an invoice (invoice name, date, etc)
Adding notes to an invoice
Adding line items
Deleting lints Items
Updating line items
Creating an invoice
Senting Invoice
Adding a QB tax to an invoice
Applied payment schedule
Workflow:
Applied a workflow
Updating workflow (change the order of actions)
Forcing a workflow action
Removing a workflow action
Approving workflow action
Archived a workflow
Paused workflow
Unpaused workflow
Appointment schedulers:
Create/added scheduler
Remove scheduler
Update scheduler
Head to any project. Click notes and then activity log:
This is not retroactive. It will start tracking items from now on. It only tracks actions taken within a project.
Any questions, feel free to send us a chat or email (hello@dubsado.com)
Bugfix
Originally posted: October 23rd, 2019
Hey everyone!
We made a very important update to our public forms that now requires them to have first name, last name and email fields on that form.
The reason for this update was due to clients submitting your public forms and it brought in a project without a client. This caused lots of errors when trying to assign a client to the project later.
Now lead capture forms and public proposals require a first name, last name and email address (set as required and mapped) on the form to be completed. If any of your public forms are missing that information, be sure to update your template accordingly so clients can fill out your forms.
NOTE: Proposals have always been this way. This update is only changing lead captures. We have just combined now that all public forms will need this info.
Originally posted: September 15th, 2019
No more missing any failed payments on recurring invoices! With this update, when a client's invoice auto payment fails, you will get a dashboard notification and email of the failed invoice
Additionally, when payment is failed your client will get an email with a link to the invoice that lets them manually pay and update their credit card information.
You can edit what this automatic email will say to your clients under Templates >> Canned Emails >> Failed Recurring Invoice Payment.
Any questions, feel free to email or chat us. We are always happy to help!