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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 AutomationAll Recipes
Showing 481-510 of 963 Automation RecipesNimble: 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.…
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Sales AutomationNimble: 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…
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Sales AutomationNimble: 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…
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Marketing AutomationNimble: 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…
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Sales AutomationNimble: 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…
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Sales AutomationNimble: 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…
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Sales AutomationNotificación 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…
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Project ManagementNotificación de revisión de estadísticas de oportunidad de venta ganada — Receta de automatización
Llegó el momento que estabas esperando: un contacto llegó al final de tu embudo de ventas y se le puede declarar oficialmente una…
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Project ManagementNotificación de revisión de estadísticas de oportunidad de venta perdida — Receta de automatización
“No se puede ganar siempre” es una expresión muy común y muy cierta. A veces, no es posible ganar una oportunidad de venta por mucho que lo…
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Project ManagementNotificar 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…
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Project ManagementNotificar revisão de métricas de negócio ganho — Receita de automação
É o momento que você tanto esperava. Um contato cruzou a linha de chegada de seu funil de vendas e pode oficialmente ser declarado como um…
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Project ManagementNotificar revisão de métricas de negócio perdido — Receita de automação
“Não se pode ganhar tudo”. É uma expressão comum e verdadeira. Às vezes, por mais que você tente, ganhar um negócio é simplesmente…
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Project ManagementNotification 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…
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Project ManagementNotify 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…
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Marketing AutomationNotify Support When Beta User Has Issues
While we would love for everything to go as planned, how often have you been in a situation where a small hiccup can cause a big…
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Customer SupportNotify 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…
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Project ManagementNotify 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…
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Project ManagementNotify 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…
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Project ManagementNotify 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…
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Marketing AutomationNumber of Orders List Assignment
This automation works in conjunction with my other ecommerce list segmentation automations, or on its own.This automation will add users to…
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Marketing AutomationNurture Drip Based On Frequency
How do you know how often to reach out to your contacts?One solution is to ask them. Including a form field for communication frequency can…
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Marketing AutomationNurture Series When Tagged
What do you do after you welcome a customer?Now starts the nurturing. You want to tell the contact more about yourself and your…
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Marketing AutomationOffer Appointment On Frequent Visit To Help Docs
You could get ahead of their problem and start working on a solution quickly, before the contact becomes frustrated. It could alert you to…
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Project ManagementOffer Delivery & Sales Engagement Series
This automation is to deliver a download or other free offer. There are 4 emails. The first delivers the free offer and adds them to a deal…
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Marketing AutomationOnboarding Engagement Tracker
You have a new member onboarding, that’s great! But you need to have so many actions fire off from this conversion. You need to be in…
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Marketing AutomationOnboarding Sequence With Swipe Files (updated)
A good on-onboarding sequence is crucial for new customers, and it can also have many benefits for your business. When done right it can;…
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Marketing AutomationOne Time Customers — Dynamic eCommerce Segment
One time customers are just that — customers who have purchased once from your store.This automation will add users to the segment when…
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Marketing AutomationOpt-in Incentive Delivery Email
How do you get people to join your email list? How can you improve your converion rate of contacts who do opt-in to receive your marketing…
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Marketing AutomationOrder 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…
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Project ManagementOrder 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…
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Project Management
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