Automate your workflows
Manage recipes
Pre-Assignment Email Series
How do you make sure contractors and team members are on the same page before an assignment begins ? Share information and set expectations…
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Project Management
Fitness : Weekly Workout Email Series
Lots of your fitness contacts are trying to build a regular weekly workout habit, and a lot of them likely run into the same big problem –…
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Project Management
Determine Best Sales Drip
How do you measure sales email performance ? How can you figure out which sales emails work best or which sales emails are better?The…
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Sales AutomationToutes les recettes
Affichage de 811-840 sur 963 Recettes d’automatisationSimple Tag on Site Visit
This simple automation only does one thing, but it does it well : It tags contacts who visit your website. Now you can clearly view a single…
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Marketing AutomationSincronización de campos de oportunidad de venta con campos personalizados de contacto – Receta de automatización
¿Cuál de estas opciones prefieres?- Arrasar con tu lista de tareas diarias- Pasar la mitad del tiempo actualizando la información de un…
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Project ManagementSincronización de oportunidades de venta a partir de formularios enviados – Receta de automatización
Cuando alguien envía un formulario en tu sitio, puedes usar la información de muchas formas distintas. Pero no tienes por qué usar tiempo…
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Project ManagementSincronizar campos de negócio com campos personalizados de contato – Receita de automação
O que você prefere:Concluir sua lista de tarefas diárias… ou passar metade do tempo atualizando informações de contatos nos registros de…
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Project ManagementSincronizar negócios com o formulário enviado – Receita de automação
Quando uma pessoa envia um formulário em seu site, você pode usar essas informações de diversas maneiras. Mas não há motivo para você…
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Project ManagementSite Tracking Donation Ask
Wouldn’t it be great to know when someone has engaged with your latest campaign, so you could ask for action right then?Well, you can.…
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Project ManagementSite Tracking Volunteer Ask
When’s the best time to ask someone about volunteering for an event ? Why not when it’s fresh on their minds?When people first find out…
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Project ManagementSlack : Automatically send a message when a contact is tagged as highly engaged
What can a highly engaged contact tell you?They can tell you what they love about your product, let you know their major pain points, and…
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Marketing AutomationSlack : Automatically send a message when a contact is tagged as unengaged
How do you fight churn?One way is to identify why the contact’s not engaging before they click the unsubscribe link in an email. If your…
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Project ManagementSlack : Automatically send a message when a contact subscribes
How do you greet your VIPs?Automated welcome series are a great way to greet all your contacts at scale, but you might have a list for your…
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Marketing AutomationSlack : Automatically send a message when a contact unsubscribes
Have you ever not received a message you were supposed to receive?It happens all the time. Someone on a membership list accidentally…
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Project ManagementSlack : Automatically send a message when a deal stage changes
Do your deal owners know the exact stage of all their deals?Sales team members have to balance a lot of daily activities and information…
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Sales AutomationSlack : Automatically send a message when a form is submitted
How much time does it take to gather all the needed information about a person?It can be taxing to go over every contact to grab the…
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Marketing AutomationSlack : Automatically send a message when goal is achieved
When is the best time to know when a contact achieves an important goal?The moment it happens ! Your entire contact base is always taking…
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Marketing AutomationSlack : Automatically send a message when lead score threshold is met
When’s the best time to reach out to a lead?With lead scoring, the actions the contact takes can let you know when they are very interested…
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Sales AutomationSlack : Automatically send message when purchase is made
What goes into fulfilling an order?For the customer, it’s clicking a button. For your team, it can be a myriad of in-house and outside…
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Sales AutomationSlack : Notify your team when a contact needs help
When do you know a contact is having an issue?Too many times the answer to this question is only after they have reported an issue or a…
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Customer SupportSMS Reminder to Repurchase
Have you ever run out of something when you needed it most?Don’t let that happen to your contacts ! Sending out automated reminders when…
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Project ManagementStop Asking After They Say YES
When someone purchases a product (or downloads a free product) you offer, the considerate thing to do is to stop offering it to them. This…
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Marketing AutomationStore Customer First Purchase Date
How do you keep track of customer data ? Do you know your customers purchase history ? When did they first become a customer ? When a customer…
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Project ManagementStore Customer Last Purchase Date
How do you keep track of your ecommerce customers ? Do you know who your repeat customers are ? Do you want to know the last time a customer…
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Project ManagementStripe : 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 ManagementStripe : 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 ManagementStripe : Trial Ending Drip Series
How do you let your contacts know when they have a trial coming to an end ? What methods do you use to convert them to customers now that…
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Sales AutomationStripe : Trial Ending Notification
How do you reach out to trials that are ending ? Are you making sure to include the human touch?A quick call or personal email can show your…
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Sales AutomationSubscription cancellation request feedback & customer win back
Winning back clients who cancel a subscription is one of the most satisfying feelings, so we’ve created an automation to make it easy!With…
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Marketing AutomationSuccessful Purchase and Membership Welcome plus Access Delivery with ActiveMember360
Nothing sounds sweeter than a seamless registration process ! With this automation your client will purchase your membership and seamlessly…
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Marketing AutomationSuivi après la vente
Aperçu vidéo et présentation de la recetteDès qu’un contact achète l’un de vos produits, vous pouvez commencer une séquence de suivi…
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