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 AutomationTutte le ricette
Mostra 811-840 di 963 Ricette di automazioneSimple 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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