Do you ever wish there was a way that you could keep information on file for your clients in Dubsado aside from the default basic contact and project info? Say you’re a wedding planner and you want to easily keep track of guest count, or perhaps you’re someone who loves sending gifts to your clients on their birthday.

Whatever the case may be, you’re able to collect and keep track of this information using custom mapped fields. A custom mapped field is a place on a client profile or project to store information in the form of text or a date. You’re able to add fields that are relevant to your business, so you can always have it at a glance, or even use an integration with Zapier to add this info to other tools.

Today, we’re going to go over everything related to custom mapped fields in Dubsado and how to use them!

Email can be such a game-changer for businesses that want to connect with their audience in a more personal way. When you compare your people scrolling upon a social media post versus getting valuable content delivered directly to their inbox, email is the way to go if you want to build authentic relationships.

Plus, email gives you an opportunity to share exclusive content with your list, making it even more valuable to your audience. Anyone can see your social media accounts and not follow you, but your subscribers have already signed up for the long haul and are ready to devour new content as it comes.

But email marketing is more than just creating a list and hoping people subscribe to it. It takes work to make sure people know about it, and even more work to make sure that they actually want to subscribe, which is where your opt-in comes in.

Since you’re reading this post, we’ll assume you already have an opt-in created (but if not, this is the post for you) and are looking for ways to market it. If so, you’ve come to the right place! Today, we’re going to share 5 successful strategies to market your opt-in, your freebie, your lead magnet - whatever you want to call it!

One of our favorite features of Dubsado are the forms. They’re easy to design and even easier to send off to clients or embed on your website. In fact, the design possibilities are endless, and with Dubsado’s drag-and-drop builder, you’ll have them created in no time!

You’re able to add text boxes, images, questions, drop-down menus, columns, and more to your forms, but one of the most versatile blocks in the code block. With it, you’re able to integrate third party applications directly into your proposals, questionnaires, and lead capture forms!

This means that you can completely take your forms to the next level and amp up your client experience. The possibilities for what you can embed are endless, but we’re here to give you 5 ideas for how to take your Dubsado forms to the next level using code blocks!

So you have a freebie created, your opt-in form set up, and your freebie delivery email ready to go so that you can deliver the goods when someone joins your list. But before you start telling people about it… Do you have a welcome sequence?

When someone joins your list, they’re the warmest within the first few days. That’s your window to let them get to know you more and show them what you can offer before they forget who you are or why they even subscribed in the first place. After all, first impressions matter, and this is your way to make a great virtual first impression on your audience!

We’re huge fans of welcome sequences because it means that when the time comes to sell to someone, they won’t be in the dark about who you are– they’ll already know, like, and trust you (or at least that’s the goal). So, what actually goes into a welcome sequence? Read along as we walk you through how to write a welcome sequence that converts subscribers to buyers!

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!

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.

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.

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!

Contrary to popular belief, you can automate your client process and still sound like a human.

If you searched every page of our website for the words “automation” or “automating”, it’s likely that more results would come up than there are people in the state of Missouri. We talk about it so much because we’re in love with it! We’re two women with a lot of stuff on our plates, and whenever we can put something on autopilot, we’re all over it in a heartbeat.

One of the key places we believe automation should happen is in your client onboarding process. Wait a second, we see that grimace on your face. Oftentimes, it isn’t thought that “automate” and “client” should be in the same sentence together because automation usually brings images of a robot *beep boop beep*, and no one wants to seem like a depersonalized robot to the people that are going to be giving you their money.

But what if we told you there’s a way you can automate your client onboarding process while, yes, still sounding like a human being? In today’s blog post, we’re going to take a dive into how you can do this in Dubsado so that you’ll have more time on your hands to care for your clients like the human you are.