Stripe : Invoice Payment Failed Follow-up
Have you ever gone to pay for something but it didn’t go through?If this was in person, the fix can be easy. Maybe you need to swipe your…
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Project ManagementRecettes d’automatisation
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Affichage de 331–360 sur 383 Recettes d’automatisation
Stripe : New Subscription Welcome
Do you run a subscription service ? How do you welcome your new members?When a contact subscribes to your paid program, it’s a good idea to…
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Project ManagementStripe : Refund Follow-up
How do you process a refund ? Do you follow up with the contact or do you just provide the refund?Knowing why a contact is getting a refund…
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Project ManagementStripe : Subscription Winback
What are some of the reasons that your contacts have to cancel their subscription ? Are you tracking them?Knowing the most common reasons…
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Project ManagementSurveyMonkey : Automatically send a survey to people who achieve a goal
What happens after a customer buys from you ? People who have just made a purchase are likely to follow up with you, so why not collect some…
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Project ManagementSurveyMonkey : Automatically send a survey to people who submit a form
What happens after someone fills out your forms ? The moment after a form submission is a great time to follow up, people will be expecting…
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Marketing AutomationSurveyMonkey : Send a survey after contact makes a purchase
What happens after someone buys from your online store?ActiveCampaign Deep Data integrations with Shopify, BigCommerce, WooCommerce, and…
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Project ManagementSurveyMonkey : Send a survey after people subscribe to your list
What happens after someone subscribes to your list ? Right after someone subscribes to your list, send them an automated email with a link…
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Marketing AutomationSurveyMonkey : Send a survey to highly engaged contacts
What do your top contacts think about you ? Understanding the people who care most about your business is a great way to grow. Automation…
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Project ManagementSurveyMonkey : Send a survey to unengaged contacts
What stops people from engaging with your business?Every business has customers that love you and customers that pay less attention to you…
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Project ManagementSync Deal Fields From Contact Custom Fields
What would you rather do : – Knock out your daily to-do list…- Spend half of your time updating contact info in their deal record?It’s…
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Project ManagementSync Deals From Form Submission
When someone submits a form to your site, you can use the information in a lot of ways. But there’s no reason for you to take time out of…
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Project ManagementSync Unsubscribed Salesforce Contacts
When an email contact unsubscribes, how can you automatically remove them from your email lists across both sales and marketing…
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Project ManagementSynchronisieren von Abschlüssen aus dem Automatisierungsrezept für Formularübermittlung
Wird ein Formular an Ihre Website gesendet, können Sie die darin enthaltenen Informationen auf vielfältige Weise nutzen. Aber Sie müssen in…
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Project ManagementSynchronisieren von Geschäftsfeldern aus dem Automatisierungsrezept für benutzerdefinierte Felder von Kontakten
Was würden Sie lieber tun?- Ihre tägliche Aufgabenliste abarbeiten …- Die Hälfte Ihrer Zeit mit der Aktualisierung on…
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Project ManagementTag Ad Clicks
Contacts clicking on your ads is great, but you should really be tracking who’s clicking on them for a variety of reasons. You can…
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Marketing AutomationTag New Contacts from Conversations
When you get a new contact from an online chat, there’s a welcome series email sequence and phone calls that need to happen to get them…
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Project ManagementTag Wrong Numbers On Sales Calls
A sales process had a lot of moving parts. You’re reaching out to deals, moving deals between pipelines, and passing deals to the right…
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Project ManagementTags de engajamento : Parte 1 – Receita de automação
Sua empresa tem vários contatos, o que significa que é impossível acompanhar o progresso individual de cada um. Para isso, você teria que:–…
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Project ManagementTags de engajamento : Parte 2 – Receita de automação
As tags ajudam a manter seus contatos organizados. Quando se tem informações mais precisas sobre alguém, você pode enviar campanhas mais…
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Project ManagementTask Complete : Move Deal Stage Upon Task Completion
Sometimes you’ll have a task and stage in your sales process that, once complete, you know you’re ready to move the deal along the…
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Project ManagementTeil 1 : Engagement Tagging Automatisierungsrezept
Ihr Unternehmen verfügt über viele Kontakte. Das macht es für Sie nahezu unmöglich, den Staus eines jeden einzelnen Kontaktes einzeln…
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Project ManagementTeil 2 : Engagement Tagging Automatisierungsrezept
Mit Tagging können Sie Ihre Kontakte organisieren. Wenn Sie mehr über jemanden wissen, können Sie zielgerichtetere Kampagnen senden, die…
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Project ManagementTiered Loyalty Program
This tiered loyalty program automation lets you segment members of your customer loyalty program into tiers based on a point-based score.…
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Project ManagementTrack Ad Clicks From Social
Prospective buyers clicking on your ads is a great place to be in. But did you know that you could be doing more to drive the sale than…
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Marketing AutomationTrack Incoming Custom Orders
Fulfilling an order may be second nature to you, but are you properly communicating with both customers and internal teams the status of an…
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Project ManagementTrack Last Donation Date
Why would you need to track the last time a contact donated?Having this date allows you to do a number of helpful things, such as knowing…
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Project ManagementTrack Who Reads Your Blog
Do you know how to track your blog traffic ? Who are your blog readers ? Do you want to see the last time website visitors were on your…
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Project ManagementTravel : Last Booking Date
Keep track of the last time a contact booked a trip through your travel agency, hotel, or travel website. This automation stores the last…
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Project ManagementTravel : Private Tour Booking
When a contact requests to book a private tour, let your team know to start planning the tour with the client – then share the tour…
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Project ManagementIntégrez l’ensemble de votre pile technologique avec des apps personnalisées
Notre API ouverte permet aux développeurs et aux équipes de se connecter facilement à notre plateforme. Découvrez notre programme de partenariat à l’application, consultez la documentation ou demandez à répertorier votre intégration sur notre site.
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