E-Cinch and CRMs

E-Cinch and CRMs

What is a CRM?

A Customer Relationship Management (CRM) program helps you to manage all of your company’s relationships and interactions with your customers and leads. In addition to making it easier for you to stay connected with your customers, it helps you streamline and automate your processes thereby improving your profitability.

Among other things, a CRM: sends automatic email reminders to your clients, helps you keep your personal notes on your clients organized so you can maintain a personal touch in your business, and provides a way to invoice your customers.

We highly recommend using E-Cinch in conjunction with a CRM. There are 2 main CRMs that E-Cinch users use: Dubsado or Honeybook.

If you’re not yet sure if you need or want a CRM, or if you have not yet decided which one to use, check out this blog article.

If you use any other CRM check out Zapier.com to see if it can integrate with E-Cinch. The CRM needs to have a Zap option for you to “Create New Project” or Create New Lead/Contact”.
If your CRM does not offer the correct Zap, there is a workaround. You can always put your E-Cinch marketplace behind your CRM lead form so that you can collect the customer data needed for the CRM and then redirect the customer to E-Cinch to save a package. This method will require a bit of data entry on your part but it’s completely doable.

If you need help integrating your CRM with E-Cinch, please reach out to our customer support team and we’ll do our best to assist you.

Integrating HoneyBook with E-Cinch

Unfortunately, HoneyBook does not offer the Zap needed to integrate with E-Cinch as seamlessly as Dubsado. In order to make E-Cinch work with HoneyBook, copy and paste your E-Cinch marketplace into the redirect field on the HoneyBook lead form that you use on your website. This way, you can collect the customer data needed for the CRM and then redirect the lead to E-Cinch to save a package. This method will require a bit of data entry on your part but it’s completely doable.

The data you’ll probably want to put into HoneyBook are:
  1. Proposal/saved cart link
  2. Report link
  3. Total amount due for the invoice

Setting Up Dubsado to work with E-Cinch



When setting up Dubsado to work with E-Cinch, you’ll want to customize your Dubsado account to collect all of the data you need. Follow the step-by-step instructions below to customize Dubsado to work perfectly with E-Cinch.

Step #1: Create Custom Mapped Fields

Click the settings icon.


Select custom mapped fields.


Select Project.


Click the Create button to add the fields pictured below:


Step #2: Create Lead Types

Click on Projects.


Click the "Customize" button to go to Project Status.


Click the "Add Status" button to add the 3 lead stages pictured below:




Step #3: Create Job Types

Still under Project Status, click the "Add Status" button to add the job types pictured below:




Step #4: Adjust Columns

Just below Project Status, click "Edit Column".


Select the Event Total check box, then save. This will give you a signal on the main dashboard that the client has submitted a proposal in E-Cinch and how much the proposal is for.


Step #5: Customize Packages

Select Templates, then select Packages.


Delete all sample packages.



Add one packages in Dubsado for every package you have in E-Cinch. Only fill out the Invoice Item Name and Description Fields and set the quantity to 1. You want to leave all of the pricing and other fields empty, as this is what will all be calculated in E-Cinch. Below is an example of how this looks using the Dry Hire (itemized) templates.

In E-Cinch, the package description for a Dry Hire Soft Bar is:

  • Mobile Bar Rental

  • Beer, Wine, & Champagne Pour Service

  • Soft Drinks- coke, diet, sprite, ginger ale, tonic, club soda

  • Disposables- ice, napkins, straws, cups

  • Bar Staff


In Dubsado, we enter:


Repeat this step for any other package(s) you may have in E-Cinch. For this example, we've added two additional packages in Dubsado:


Next, add the E-Cinch proposal link button to the Notes field of each package. From the package section referenced above, select a package, select the settings icon, and select notes. Then, follow the steps below to add the proposal link to your View Proposal button.
Type:
View Proposal

Then, highlight the View Proposal text and select the "A" icon to edit the text. Then select the link icon and chose the button option. From there, copy and paste the text below into the URL field. This will insert the proposal link from the project into the button.

Copy & Paste into URL Field: 
{{job.mappedFields.proposal.value}}



Step #6: Setup Payment Structure

Go to Templates, then Payment Plans.


Select 50/50. Then click on the row for the first installment. Set it to "14 days" and "after payment plan applied to invoice". Click the row once again to collapse the details.


Set the second installment to "14 days" and "before project start date".


The two installments together should look like this when finished:

If you'd like to add automatic reminders, click into each payment plan, select the Add Reminders link, enter when you want the reminders to be sent, and use the reminder templates that Dubsado provides. Each payment should look similar to the photo below.
 

Step #7: Setup Receive Money

Click the Settings icon. Then click on "Receive money". Then fill out the information for your preferred payment processor (e.g. Stripe).


Step #8: Add Conferencing

Still under settings, click on "Integrations" and then connect conferencing so you can offer consultation calls.


Step #9: Setup Scheduler

Click "Templates" and then "Scheduler". Change the name "Free Consultation" to "Event Consultation" and set the rest of the details as you desire.


Step #10: Add a Catering Contract

Click "Templates" then "Forms". Click on "Sample Contract" and edit it to fit your needs. Feel free to reference our sample contract if you'd like.
We recommend that you have an attorney review your contract to make sure it covers your business and complies with all of your state’s rules and regulations.



Step #11: Create a Final Event Information Form

The final event information form is to ensure that you have all of the necessary information to pass on to your staff for the event day. By having your client review and edit the data, you’ll ensure that your staff has all of the information they need to have a successful event.

Go to Templates, then Forms. Click the + symbol next to Questionnaires to add a new form.


Drag a text box into position to get started. Copy and paste the following into the text box and format it as you desire:

Final Event Information


Hey {{client.firstName}}!


Please review the following information to ensure everything is correct. This is the information we share with your staff so it is important that we have all of the details. Please provide us with any missing information. If any of the event info is wrong, please notify us at {{brand.email}}.


Thank you!

Client: {{client.name}}


Event Title: {{job.title}}


Event Date: {{job.start | mediumDate}}


Event Time: {{job.start | shortTime}} - {{job.end | shortTime}}


Event Location: {{job.address | addressLocationName}}

Guest Count: {{job.mappedFields.guest_count.value}}


Proposal: {{job.mappedFields.proposal.value}}


Drag and drop the following fields for the following information:
Field Type:
Section Name:
Free Response
Event Staff
Short Answer
Staff Arrival & Departure Times
Free Response
Parking & Entrance Information
Short Answer
Caterer Lead
Short Answer
Onsite Contact
Short Answer
Service Type
Free Response
Bar Menu
Free Response
Rentals
Free Response
Deliveries 

Drag a dropdown selection for Staff Wardrobe and add your options. For example:
  1. Black Button Up Shirt, Black Tie, Black Slacks, Black Belt, Black Shoes
  2. White Button Up Shirt, Black Tie, Black Slacks, Black Belt, Black Shoes
  3. White Polo Shirt, Khaki Pants, Brown Belt, Tennis Shoes
  4. Navy Polo Shirt, Khaki Pants, Brown Belt, Tennis Shoes

 Drag and drop the following fields for the following information:
Field Type:Section Name:
Free ResponseSpecial Instructions
Free ResponseTimeline

Drag and drop a text box for a section on Rules & Policies and fill in as desired. For example:
  1. Be on time. You should be checking in with the event manager at your call time. Allow plenty of time to park and find the manager so you are not checking in late.
  2. Your uniform must be crisp, pressed, & clean. No-worn out, tattered, or wrinkled clothing is allowed
  3. No cell phone use while working
  4. Have a positive attitude, smile while you are working, treat guests with respect, and be eager to serve. True hospitality consists of giving the most of yourself to the guests :)
  5. When splitting tips at the end of the night you must have TWO staff members present. The barback should be tipped 20% of the total tips and the bartenders are to split the remaining 80%.
  6. Absolutely no drinking alcohol at events!!!!

Step #12: Setup Email Templates

Select Templates, then Canned Emails, then New Canned Response.



We recommend adding the following email templates.


Title 0a New Lead Referral (For referrals that come in via an email rather than your website.)
Subject: {{brand.name}} Inquiry
Hi {{client.firstName}},
 
Thank you for inquiring about {{brand.name}}. We would love to be of service for your special occasion!
 
To get a quote, check out our bar packages and select the package that fits your needs the best. Once you submit a bar package, we will reach out to schedule a consultation. When selecting your package, don't worry about making a mistake or selecting the wrong package. We can make edits or change packages during the consultation.
 
Thanks again for the opportunity to work together. We'd love to earn your business!
 
[ VIEW BAR PACKAGES ] - Create a button and link it to the Get a Quote landing page on your website or to your E-Cinch marketplace or package.
 
{{brand.emailTemplate.signature}}


Title: 0b Big Lead Referral (Use this for big referrals that you are willing to give your time to before they submit a quote.)
Subject: {{brand.name}} Inquiry

Hi {{client.firstName}},


It’s great to e-meet you! We would love to provide a quote for your holiday party. If you’d like to build a quote together, we can do so on a quick 15-20 minute Zoom consultation (hyperlink your calendar URL here), or you are more than welcome to build your own quote via our online ordering system (hyperlink your E-Cinch marketplace URL here). Whatever is easiest for you works for us.


I look forward to the opportunity to be of service!

SCHEDULE AN EVENT CONSULTATION HERE (hyperlink your calendar URL here)


or

BUILD YOUR OWN QUOTE HERE (hyperlink your E-Cinch marketplace URL here)

 

{{brand.emailTemplate.signature}}



Title: 1 New Lead Welcome Email (This is the first email in the New Lead workflow.)
Subject: Let's get this party started!
Hi {{client.firstName}},

Thank you for inquiring about {{brand.name}}! We would love to be of service for your special occasion.

At {{brand.name}}, we take pride in offering mouthwatering cocktails, amazing staff, and an easy-breezy booking experience.

First things first...

If you are yet to get a quote, follow the link below to create an estimate. If you've already saved an event package, stand by for a friendly {{brand.name}} planner to reach out.

[ GET A QUOTE ] - Create a button and link it to your E-Cinch marketplace or package.

Not sure what type of event package to get? Just reply to this email with your questions. 

We look forward to the opportunity to be of service!

{{brand.emailTemplate.signature}}



Title: 1a Nurture New Lead 1 (This is the second email in the New Lead workflow.)
Subject: Checking in from {{brand.name}}!
Hi {{client.firstName}},
 
I hope you are doing well! 
 
I saw that you inquired on our website but did not save an event package. Do you have any questions or concerns about our services I can help you with? 
 
I have included a link to our bar packages in case you'd like to submit a quote.

We'd love to earn your business!

[ GET A QUOTE ] - Create a button and link it to your E-Cinch marketplace or package.

{{brand.emailTemplate.signature}}


Title: 1b Nurture New Lead Final Followup (This is the last email in the New Lead workflow.)
Subject: Last check-in to book your event!
Hi {{client.firstName}},

I know life can get busy, but we just wanted to check in one last time before moving on.

Are you still interested in booking us for your event? 

We hope to hear from you soon!

[ GET A QUOTE ] - Create a button and link it to your E-Cinch marketplace or package.

P.S. If you are not interested in working together, please let us know and we'll remove you from our system.

{{brand.emailTemplate.signature}}


Title: 2  Schedule a Consultation (This is the first email of the New Event Workflow and is triggered when someone saves an event package in E-Cinch.)
Subject: Let's chat about your event!

Hi {{client.firstName}},


Thank you for submitting a proposal with {{brand.name}}. We would love the opportunity to be of service for your special occasion! For your convenience, we have linked your proposal below. 


Next steps, let’s schedule a virtual meeting to go over all of the details of your event.

 

Feel free to schedule a time at your convenience on my calendar below.


{{scheduler | schedulerLink}}

 

If you'd prefer to skip the consultation and book us right away, just reply to this email letting us know and we'll send you our contract and an invoice to retain our services if we are available for your event date.


Review Proposal > Highlight the Review Proposal text and use the formatting tools to turn this into a button. Copy and paste this text into the URL field for the button: {{job.mappedFields.proposal.value}}


{{brand.emailTemplate.signature}}



Title: 2a Schedule Consultation Followup 1 (This is an auxiliary email that can be sent 1-2 days later if the client doesn't respond to the previous email.)
Subject: Checking in from {{brand.name}}!
Hi {{client.firstName}},

I hope you are well! 
 
I wanted to follow up on the event package that you saved to see if you'd like to move forward with booking {{brand.name}}.
 
As I'm sure you know, this event season is busier than ever and we only have one booking left for {{job.start | mediumDate}}. If you'd like to move forward, please let us know so that we can reserve your event date.

Feel free to schedule a consultation if you'd like to discuss your event before booking. 

{{scheduler | schedulerLink}}
 
I hope to hear from you soon! 
 
Review Proposal > Highlight the Review Proposal text and use the formatting tools to turn this into a button. Copy and paste this text into the URL field for the button: {{job.mappedFields.proposal.value}}
 
{{brand.emailTemplate.signature}}


Title: 2b Schedule Consultation Final Followup (This is an auxiliary email that can be sent 1-2 days later if the client doesn't respond to the previous email.)
Subject: Checking in from {{brand.name}} about your event inquiry!
Hi {{client.firstName}},

I hope you are well. I wanted to reach out one more time before moving on.

Are you still interested in booking us for your event?

Review Proposal > Highlight the Review Proposal text and use the formatting tools to turn this into a button. Copy and paste this text into the URL field for the button: {{job.mappedFields.proposal.value}}
 
{{brand.emailTemplate.signature}}


Title: 3 How to book (This is the Second email in the New Event Workflow and will be sent once you've made contact with the client and have approved the email to send.)
Subject: How to book {{brand.name}}!

Hi {{client.firstName}},

 

I'm so thrilled about the opportunity to work together!

 

If you'd like to book our services, here's what happens next:

 

Check Out Your Client Portal

The client portal is where you'll find your contract, invoice, and documents all in one place! You can use the details below to log in. Be sure to bookmark the link so you can find it easily in the future.

 

{{client | portalLink}}


Password: {{client | portalPassword}}


Once again, thank you for considering {{brand.name}}. Do not hesitate to reply to this email with any questions that come up! I'm here to help.

 

If you choose not to book with us, please let me know, and we'll remove you from our system. 


​Review Proposal > Highlight the Review Proposal text and use the formatting tools to turn this into a button. Copy and paste this text into the URL field for the button: {{job.mappedFields.proposal.value}}
 
{{brand.emailTemplate.signature}}


Title: 4 Checking in 30 days out (This is the third email in the New Event Workflow and is used as a client check-in email to ensure their order is correct.)
Subject: Your event is just around the corner!

Hi {{client.firstName}},


Your event is just a few weeks away and we want to make sure you've locked in all of your final event details. All of the details must be finalized and your invoice must be paid in full no later than 14 days prior to your event date of {{job.start | mediumDate}}.


Please review your proposal here: {{job.mappedFields.proposal.value}}


If you need to make an edit feel free to login to our package portal or email us the changes you'd like to make.


Edit Your Bar Package Here: https://eventcinch.com/login 


If everything looks good with your event, feel free to make your final payment at your earliest convenience.


{{job | invoiceLink}}


We look forward to your event!


{{brand.emailTemplate.signature}}


Title: 4a Final Event Details, 2 weeks out (This is the fourth email in the New Event Workflow and is the last check-in before the event.)
Subject: {{brand.name}} - Final Event Details
Hi {{client.firstName}},

Your event is only two weeks away! Please log in to your customer portal and review the Final Event Information document so we can ensure all of your event details are correct. 

If there are any blank fields on the Final Event Information form, please fill them in, so our team has all the necessary information. 

Don't hesitate to reach out if you have any questions or concerns about the information needed.

{{client | portalLink}}

Portal Login: {{client | portalPassword}}

We look forward to serving you!

{{brand.emailTemplate.signature}}


Title: 4b Thank you email. (This is the last email in the New Event Workflow and is sent to thank the client for their business and request a review.)
Subject: {{brand.name}} - A big thank you from {{brand.name}}!

Hi {{client.firstName}},


It was such a pleasure working with you. Thank you again for choosing {{brand.name}} and trusting us with your special occasion!


We hope you enjoyed our service and would love to hear your feedback.


Please don't hesitate to reach out in the future if you need us again.


[WRITE A REVIEW] - Create a button and link it to where you collect reviews

{{brand.emailTemplate.signature}}



Email #5 is titled: 10 Bar Rental List (This is an auxiliary email that can be used if clients need a list of rentals for a service only package.)
Subject: {{brand.name}} Suggested Rentals
Hi {{client.firstName}},
 
Please see the recommended list of bar rentals below. 
 
Feel free to reach out if you have any questions or concerns. 
 
Thank you!
  
Suggested Bar Rentals:
  1. Bar Setup x 1 bar (8 ft) per every 2 bartenders (4-6 ft bars are acceptable for a solo bartender)
  2. Back Bar x 1 per bar (for glassware & liquor display)
  3. 3'x5' Black Floor Mat x 2 per bar (only needed for indoor events to protect the floors from spills) 
  4. Market Umbrella x 1 per bar (only required for daytime events if there is no shade for the bar)
  5. Slim 23-gallon Trash Bin x 2 per bar
  6. Double Old Fashioned Glasses x 3 per guest
  7. Tall Highball Glasses x 1.5 per guest
  8. Wine Glasses x 2 per guest (for bar use only, add additional glassware for table settings)
  9. Champagne Flute x 1 per guest (does not include toasts, add 1 glass per guest for a champagne toast)
  10. Martini Glass or Coupe x 1/4 per guest (not required, add martini or coupe glasses if you want to have an option for cocktails served up)
*Note: {{brand.name}} will provide all of the bartending equipment needed, black chill tubs for the ice at the bars, ice chests for extra ice and chilled products, & tables and dump buckets for the scullery area (if you have glassware).
 
{{brand.emailTemplate.signature}}


Step #13: Set up the New Lead Workflow

Step #1: Select Templates then Workflows. Delete the sample workflow. Then add a new workflow with the name "New Lead".


Step #1: Select Templates then Workflows. Then add a new workflow with the name "New Lead".


Step #2: Click "Add Action". Set the action to "Send Email". Set it to "0 days" and "after all previous actions complete". 
Select Canned Response: 1 New Lead Welcome Email



Step #2: Click "Add Action". Set the action to "Send Email". Set it to "2 days" and "after all previous actions complete". Select the "Require approval before completing action" box.
Select Canned Response: 2 Nurture New Lead


Step #3: Click "Add Action". Set the action to "Send Email". Set it to "2 days" and "after all previous actions complete". Select the "Require approval before completing action" box.
Select Canned Response: 3 Nurture New Lead Final Followup

Step #4: Click "Add Action". Set the action to "Archive Project". Set it for "30 days, after all previous actions complete"

The finalized New Lead workflow should look similar to this:



Step #14: Set up New Lead Form

Step #1: Click Templates, then Forms. Click on Sample Lead Capture to edit it. 


Step #2: Add the following fields, paying attention to what is required and what is optional and the type of response field.


For example, the "Event Type" field is a drop-down response type (with the following options), and requires a response:

Step #3: Click the Settings icon. select the New Lead workflow as the default workflow, insert your E-Cinch marketplace or package URL in the Redirect URL field. 
If you have multiple packages, use the E-Cinch marketplace link. If you only have one package, use the individual package link.


Step #4: Click the Styling icon, select your desired font and font color/size. Then Scroll down to the button text field and label the button Next Step. 


Step #15: Setup New Event Workflow

Step #1: Select Templates then Workflows.  Then add a new workflow with the name "New Event".

Step #2: Select the 50/50 payment policy we set up previously. Then click "Add action".



Step #3: Set the action to "Send Appointment Scheduler". Set it to "0 days" and "after all previous actions complete". Under "Scheduler Template to Send" select the Event Consultation that we set up previously.
Set the email subject line to something like "Let’s chat about your event!". It should look like this:


This is the email template we recommend using: It's email template, 4  New saved package response.
Hi {{client.firstName}},

Thank you for submitting a proposal with {{brand.name}}. We would love the opportunity to be of service for your special occasion! 

Next steps, let’s schedule a virtual meeting to go over all of the details of your event.
 
Feel free to schedule a time at your convenience on my calendar below.

{{scheduler | schedulerLink}}
 
If you'd prefer to skip the consultation and book us right away, just reply to this email letting us know and we'll send you our contract and an invoice to retain our services.

View your proposal here: {{job.mappedFields.proposal.value}}

{{brand.emailTemplate.signature}}

Step #4: Click "Add Action" and add the following: Activate Portal, 0 hours, after all previous actions complete.


Step #5: Click "Add Action" and add the following: Send Contract, 0 day(s), after all previous actions complete, Send contract options: Apply to portal, Contract template to send: Catering Contract.


Step #6: Click "Add Action". Set the action to "Send Email". Set the time to Relative, 0 days, after all previous actions complete. Select the Require approval before completing this action. Add the email listed below.


Here is the email template we recommend using: 6 How to book
Subject line to: How to book {{brand.name}}

Hi {{client.firstName}},

 

I'm so thrilled about the opportunity to work together!

 

If you'd like to book our services, here's what happens next:

 

Step 1: Check Out Your Client Portal

The client portal is where you'll find your contract, invoice, and documents all in one place! You can use the details below to log in. Please sign the contract and pay the 50% retainer to secure your booking. Be sure to bookmark the link so you can find it easily in the future.

 

{{client | portalLink}}

Password: {{client | portalPassword}}

 

Step 2: Update your event package as needed

In the case that you'd like to make changes to your event, follow the steps below:

  1. Login to our event package portal at https://eventcinch.com/login 

  2. If you checked out as a guest, create an account at https://eventcinch.com/signup 

  3. Login Details

    1. For the username, use the same email you used to save the package

    2. Create a password

    3. Verify your email address (if you do not see the verification code in your inbox, please check your junk inbox)

  4. Once you are in the customer dashboard, select the cart ID button for your event to edit the package

  5. After you've made your edits, press the Save button

*Note: All edits must be submitted 2 weeks prior to your event date of {{job.start | mediumDate}}.

 

Once again, thank you for considering {{brand.name}}. Do not hesitate to reply to this email with any questions that come up! I'm here to help.

 

If you choose not to book with us, please let me know and we'll remove you from our system. 

 

{{job.start | mediumDate}} Bar Proposal: {{job.mappedFields.proposal.value}}

 

{{brand.emailTemplate.signature}}


Step #7: Click "Add Action" and add the following: Change Project Status. 0 days after all previous actions complete. Status for project, "Proposal Review". 


Step #8: Click "Add Action" and add the following: Change Project Status. 0 days after contract signed by client. Status for project, "Contract Signed". 


Step #9: Click "Add Action" and add the following: Change Project Status. 0 days after invoice installment paid. Installment to watch, (TBD) - 7 days after payment plan is applied to invoice. Status for project, "Deposit Paid". 


Step #10: Click "Add Action". Set the action to "Send Email". Set it to 30 days and "Before project start date". Select the check box for "Requires approval before completing this action".  See the recommended email below.


This is the email template we recommend using: 7 Pre-event check-in
Subject: "Your event is just around the corner!"

Hi {{client.firstName}},

 

Your event is just a few weeks away and we want to make sure you've locked in all of the final event details. All of the details must be finalized and your invoice must be paid in full no later than 20 days prior to your event date of {{job.start | mediumDate}}.

 

Please review your proposal here: {{job.mappedFields.proposal.value}}

 

If you need to make an edit feel free to login to our package portal or email us the changes you'd like to make.

 

Edit Your Bar Package Here: https://eventcinch.com/login 

 

If everything looks good with your event, feel free to make your final payment at your earliest convenience.

 

{{job | invoiceLink}}

 

We look forward to your event!

 

{{brand.emailTemplate.signature}}


Step #11: Click "Add Action" and add the following: Change Project Status. 0 days, after invoice paid in full. Status for project, "Paid in Full". 


Step #12: Click "Add Action" and set the action to "Send Form". Enter 0 days, after all previous actions. Send form options: Apply to portal. Form Template: Final event information. 


Step #13: Click "Add Action" and set the action to "Send Email". Set it to "14 days" and "before project start date". Select the box, Require approval before completing this action box.


This is the email template we recommend using: 8 Final Event Details

Subject: {{brand.name}} - Final Event Details

Hi {{client.firstName}},


Your event is only one week away! Please log in to your customer portal and review the Final Event Information document. If there are any blank fields, please fill them in so our team has all of the info they need. 


Feel free to reach out if you have any questions or concerns about the information.


{{client | portalPassword}}


{{client | portalLink}}



We look forward to serving you!


{{brand.emailTemplate.signature}}


Step #14: Click "Add Action" and add the following: Change Project Status. 7 days before project start date. Status for project, "Week Out". 


Step #15: Click "Add Action" and add the following: Change Project Status. 1 day after project start date. Status for project, "Post Event". 


Step #16: Click "Add Action". Set the action to "Send Email". Set it to "1 day" (or 2 days) and "after project start date". 


This is the email template we recommend using: 9 Thank you email.
Subject: A big thank you from {{brand.name}}!

Hi {{client.firstName}},


It was such a pleasure working with you. Thank you again for choosing {{brand.name}} and trusting us with your event!


We hope you enjoyed our service and would love to hear your feedback if you have any.


Don't hesitate to reach out in the future if you need us again.


{{brand.emailTemplate.signature}}


Step #17: Click "Add Action" and add the following:


The final workflow should look similar to this: Click the image to enlarge.


Step #16: Zapier Integration

Go to http://zapier.com to create an account. When setting up the account, add E-Cinch and Dubsado as the two platforms you want to use. Once your account is setup, select the Create Zap button.
  1. Trigger – select E-Cinch
  2. Choose an event – select New Cart
  3. Click Continue
  4. Add your E-Cinch account
    1. Open up your E-Cinch dashboard and select the Account tab in the navigation bar
    2. Go to the Zapier API Key section and press the Generate New Key button
    3. Copy Key
    4. Go back to Zapier and enter the same email address you use for E-Cinch in the first field
    5. Paste the Key into the second field and press Save
  5. Back in Zapier, choose an account and select your E-Cinch account
  6. Select Continue and then select Test trigger
  7. Select Dubsado as the connecting application
  8. Select Create Project and then press continue
  9. Add your Dubsado account
    1. Open Dubsado, select the settings icon, and go to the integrations section.
    2. Select the Zapier connection and copy the API key
    3. Paste the API key back in Zapier to connect your account and press Continue
    4. Follow screenshots below to ensure the right information is integrated into Dubsado
    5. Select the Test Action button then turn the Zap on. 


    • Related Articles

    • Customizing your E-Cinch Branding

      We want the E-Cinch software to feel like a natural extension of your website and marketing materials. We highly encourage you to add your company’s branding to E-Cinch. To start, click the “Account” button in the top navigation bar. Upload your ...

    • Integrating E-Cinch With Your Website

      Start by adding several “Get a Quote” buttons on your website. Pro tips: Place these buttons strategically throughout your site so they flow naturally with the content and navigation on your site. If you have pages on your site that are longer, make ...

    • Creating a Package

      There are 3 ways to create a package in E-Cinch. You can import a package template from the E-Cinch package library (we recommend doing this for your very first package or when you want to launch a new offering), you can duplicate one of your ...

    • Adjusting your Account Settings

      You can access all of your account information by clicking on the “Account” button in the top navigation bar. User Information You will have entered all of the User Information when first creating your account. Should you ever need to edit any of the ...

    • Copying an Existing Package

      There are 3 ways to create a package in E-Cinch. You can import a package template from the E-Cinch package library (we recommend doing this for your very first package or when you want to launch a new offering), you can create your own package from ...