cue User Manual

cue Basics

Business Admin Setup

The Left Panel

The Header Panel

  • Global Search
  • Global Add

Event Management

  • Event Listing
  • Adding An Event
  • Editing An Event
  • Info Extension Panel
  • Event HUD
  • Event Progress Meter (Essentials)
  • Event Progress Meter (Premium)
  • Event Timeline
  • Event Notes
  • Event Tasks
  • Event Documents
  • Event Mileage
  • Event Expenses
  • Event Payments
  • Event Proposals
  • Event Contracts
  • Event Phone Call Logging
  • Event Appointments
  • Event Clients
  • Event Venus
  • Event Vendors
  • Event Employees



Nov 12, 2021

cue Automations are the central location of the step progress stage inside and event that represents the state of an event throughout its lifecycle. Automations is only a feature of cue Premium.

Step Progress In An Event

When you begin an event, it is automatically flagged in the “Lead” stage unless you have manually change that inside the Add Event entry or as you physically click on the stage you desire to be in. When you click on these stages the cue Automation Engine will detect that state change and perform the tasks assigned to the stage.

These automations are managed in two areas, one in the Business Admin > Automations section which selects the templates used, the other in Business Admin > System > Templates > Automations which allows you to create, modify, or use the base template that cue provides.

By default there are templates already established for each stage in the automation process that have been created and used by the Founder for years with his business. This allows for a “turn key” solution for event professionals to start right away with automations. These templates can be edited or new templates can be started from scratch if you desire.

Automations are global for your business at this time, so it’s best to be as generalized in your text of your body to be able to utilized it universally, leveraging system variables where you can.

By default, automations are turned off in cue to protect against errant messages being sent before you are comfortable with the email templates that will be sent. Each stage is represented by a section where you can individually toggle if that stage’s automation is active. By default all stage emails are enabled.

Each stage will contain one to three emails that are sent. The frequency and timing of the emails are indicated below each stage. As of this publication these dates are static, but will ultimately be controllable by a cue user.