Pipelines, Automations & Tags

Everything you need to set up new customer journeys and automations

9 articles in this collection
Written by Matt Franklin and Luke Johnson

Pipelines

What are customer journey pipelines?

Our deal pipelines are a great way to organise your work, by displaying it by its current status, so you know what to do next.

Written by Luke Johnson
Updated over a week ago

Automations

Automations

What are automations and how do they work?

Written by Luke Johnson
Updated over a week ago

Tags

Tags

What are tags and what can they be used for?

Written by Luke Johnson
Updated over a week ago

Adding Tags using Payaca Mobile

How to tag deals and events when using the mobile app

Written by Luke Johnson
Updated over a week ago

Automation Examples

How use service reminders to maximise your repeat customer value

This describes how to automatically create future deals for work you want to win with customers in the future.

Written by Matt Franklin
Updated over a week ago

Deal stage change automation

Whenever a deal moves to a new stage in your pipeline you can trigger an automated action

Written by Matt Franklin
Updated yesterday

Setting up 'on my way' sms messages

How to use automations to send customers a text when the engineer is on their way

Written by Luke Johnson
Updated over a week ago

Automate Google Review Requests

How to set up an automation asking for Google Reviews

Written by Luke Johnson
Updated over a week ago

Automate Trustpilot Reviews

How to set up an automation requesting Trustpilot reviews

Written by Luke Johnson
Updated over a week ago