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 ManagementAll Recipes
Showing 331–360 of 383 Automation Recipes
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 Management
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