How To Automate Workflows in HoneyBook

How To Automate Workflows in HoneyBook | www.indigocolton.com

One of my favorite features that HoneyBook offers is the ability to automate your workflows. This means that when someone enters their information on your contact form, HoneyBook will automatically start working on the next steps, even if you aren’t at your computer or you’re sleeping.

Today I want to share with you exactly how you can set up these automated workflows, so that you can start reaping the rewards -- happier potential clients, and less admin work for you!

1 | Build Out Your Workflow

The first step is to actually build out your workflow in HoneyBook. This is so that HoneyBook knows what to do once the workflow has been activated.

For example, this is what the beginning of my workflow for a new Project Management inquiry looks like:

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When you build out your workflows, you can include files or emails to be sent, and tasks for you to do. I like to get as granular as possible, so that every single possible step of the process is taken care of, and I never worry about forgetting anything.

One important thing to note here: when you are building out your workflow, make sure your first step is done AUTOMATICALLY.

So, with the Project Management workflow above, there is an email that goes out immediately to the potential client that allows them to schedule a discovery call with me. 

That means that they don’t have to wait for me to be at my computer, or see their inquiry, to move on to the next step. Which means your potential client is wowed and taken care of right out of the gate.

I would highly recommend having a discovery call email as your first step, and using Acuity to automate the scheduling -- that means that your potential client will get the email right away, and then be able to schedule your discovery call for a day and time that works best for them without you having to do anything.

2 | Build Your Contact Form

In HoneyBook, you get one contact form to put on your website. If you’re like me, and you offer multiple services, it’s important to build out your contact form in a way that allows you to properly identify which service your potential clients are interested in.

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In my contact form, I keep it very general, and then have the Project Type question set up, so potential clients have to choose a project type before submitting the form.

You’ll want to set up your project types in your settings, as this is where the contact form will pull the options from:

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You can have the wording of the question in your form however you’d like. I opted for a little bit of a cheeky way to ask the question, but use whatever language fits your brand!

3 | Set Workflows to Trigger Based on Project Type Selected

The next thing you’ll want to do is go back to your workflows, and set them to automate via your contact form:

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For every workflow you have, you’ll be able to choose from a dropdown menu with your project types.

Setting this up means that whenever someone submits their info to your contact form, and chooses the corresponding project type, that workflow will automatically be applied and start running.

4 | Embed Contact Form On Your Site

The final step is to actually embed the contact form on your site! This allows the process to get started, and will have you automatically kicking off workflows in no time.

In HoneyBook, you’ll want to go to your contact form and click the button that says “Embed Code.” You’ll be taken to a screen that looks like this:

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You’ll copy the code, go to your website and paste it on the page(s) you want the form to live.

This is what the form looks like on my website, on the Project Management services page:

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The form itself is self-contained (it starts at “Full name”), but it is super simple and easy to fill out for my potential clients.

One thing I love about HoneyBook’s contact form is that the background is transparent, so it will always match the styling of whatever page you embed it on!

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DOWNLOAD THE HONEYBOOK WORKFLOW AUTOMATION CHECKLIST

DISCLAIMER: This blog post contains affiliate links, which means that if you click on one of the product links, I’ll receive a small commission. I only recommend products that I use and love. Thank you for your support!

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