Automationsrezepte

Multimedia Pack: Individual Sales Rep Talk to Someone Request – Bonjoro Integration & CRM Updates

This automation supports a single-person sales team and adds new contacts to Deals and updates existing Deal record owners with new tasks…

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Multimedia Pack: Subject Landing Page For Tagging

This is meant to be a valuable resource for a company to place various forms of media about a single subject on a single landing page. The…

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Multimedia Pack: Talk to Someone Sales Request – Bonjoro Integration & CRM Updates

This automation supports a multi-person sales team and adds new contacts to Deals and updates existing Deal record owners with new tasks to…

Erstellt von ActiveCampaign

Multimedia Pack: Welcome Email Post Form Submission

The goal of this automation is to send a personalized welcome message to contacts who have identified a specific type of multimedia…

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New Salesforce Contact Slack Notification

Automating your sales process is a wonderful thing. It keeps things moving and allows for automatic updates and a seamless process. But…

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New Years Resolution Targeted Marketing

What can your contact’s New Year resolutions tell you as a business?They tell you what is top of mind for your contact. It’s a way of…

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Nimble: Create record upon subscription

When should you start tracking deals?From the start of your contact’s journey with you. Your contacts are new to you and eager to learn all…

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Nimble: Create record when a goal is achieved

What qualifies a lead?In every industry, there are actions contacts take that let you know they are considering making a purchase. This is…

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Nimble: Create record when a lead score threshold is reached

How do you know when a contact is ready to be a lead?Sending offers to your contact base at all times would negatively impact your list…

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Nimble: Create/update a record on visit to a specific page

What can a page visit tell you about a contact?Knowing which pages your contacts are going to on your site is vital information to have.…

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Nimble: Create/Update record when a form is submitted

When do you stop learning about a contact?The answer is never. Your contacts’ needs and wants change over time. Having forms that capture…

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Nimble: Opt-in Incentive Delivery and Deal Creation

When’s the best time to start tracking potential deals?The answer is from the very beginning. Keeping track of what qualifying actions…

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Nimble: Update record upon unsubscribe

What’s an embarrassing moment you’ve had?It could be the wrong thing said over dinner or perhaps a disagreement with family around the…

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Nimble: Update record when tagged as highly engaged

What’s one of the most valuable metrics to your sales team?Engagement. How often a contact is interacting with your communication efforts…

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Nimble: Update record when tagged as unengaged

What’s one of the most valuable metrics to your sales team?Engagement. How often a contact is interacting with your communication efforts…

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Notificación cuando una oportunidad de venta no se cerró – Receta de automatización

Tienes un plan de cuidado de prospectos y todo conduce a una fecha de cierre prevista de tu oportunidad de venta, pero a veces las cosas no…

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Notificar quando um negócio de vendas não for encerrado – Receita de automação

Você tem seu plano de nutrição de leads e tudo leva a uma data antecipada de encerramento do acordo de vendas. Mas, às vezes, as coisas não…

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Notification en cas de non-conclusion d’une vente

Vous avez un plan de fidélisation des leads et tout cela conduit à une date de conclusion de l’offre de vente prévue. Mais tout ne se passe…

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Notify On Long Term Contact Anniversary

How do you greet an old friend? Why not celebrate your time with contacts or customers the same way?Contacts who have spent a significant…

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Notify When A Sales Deal Has Not Closed

You have your lead nurturing plan and it all leads up to an anticipated sales deal close date. But sometimes things don’t go according to…

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Notify When Deal Sentiment Becomes Negative

What can a deal’s sentiment tell you?When a deal record is detonated as having a negative sentiment, this is a great early indicator that…

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Notify When Deal Sentiment Becomes Positive

What can a deal’s sentiment tell you?When a deal record is detonated as having a positive sentiment, it lets you know your and your deal…

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Notify Your Team When a Customer Makes A Purchase

Easily keep your team on top of all your latest Yondo store purchases by sending out automated email messages to you and your team as soon…

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Order Status: Order Has Failed Notification

Technical errors, wrong card info, or running out of stock can cause online orders to fail and disrupt what was, up to that point, an…

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Order Status: Refund Notification

Sometimes a purchase doesn’t work out. Whatever the reason, the product or service didn’t meet the customer’s needs. Creating an…

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Order Status: Send Cross-sell Email After Order Status is Completed

Post-purchase workflows are a great way to keep in touch with your customers and ensure they’re happy with your product or service. They…

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Outbound Reply

It would be great if every sales person had just one lead they could focus on and fully understand. It would allow them to personalize on a…

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Outbound Sequence

You have leads. Your sales team should work those leads. But what does this look like? Should your sales team hunch over a list of leads,…

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Pages: Deal Creation

How can a contact tell you simply that they are considering buying your product?By opting in to your amazing landing page for more…

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