Recetas de automatización

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…

Creado por ActiveCampaign

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…

Creado por ActiveCampaign

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…

Creado por 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…

Creado por ActiveCampaign

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…

Creado por ActiveCampaign

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…

Creado por ActiveCampaign

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…

Creado por ActiveCampaign

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…

Creado por ActiveCampaign

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…

Creado por ActiveCampaign

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.…

Creado por ActiveCampaign

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…

Creado por ActiveCampaign

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…

Creado por ActiveCampaign

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…

Creado por ActiveCampaign

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…

Creado por ActiveCampaign

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…

Creado por ActiveCampaign

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…

Creado por ActiveCampaign

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…

Creado por ActiveCampaign

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…

Creado por ActiveCampaign

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…

Creado por ActiveCampaign

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…

Creado por ActiveCampaign

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…

Creado por ActiveCampaign

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…

Creado por ActiveCampaign

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…

Creado por ActiveCampaign

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…

Creado por ActiveCampaign

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…

Creado por ActiveCampaign

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…

Creado por ActiveCampaign

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…

Creado por ActiveCampaign

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,…

Creado por ActiveCampaign

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…

Creado por ActiveCampaign