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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 541-570 of 963 Automation RecipesPayPal: Thank you on Purchase
What communication do you send out when an order is made?Lots of companies send out a receipt with technical information about the purchase…
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Sales AutomationPersonal Outreach Trickery (To Generate Email Responses)
PURPOSE:Generate email responses by automating a personal-looking outreach emailHOW IT WORKS: This automation will send out a personal,…
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Marketing AutomationPhase 1: Indoctrination Series (Import 4th)
This is one part of a 6 part automation series that all work together as a complete system. It is based on the “Invisible Selling Machine”…
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Marketing AutomationPhase 2: Engagement Series (Import 5th)
This is one part of a 6 part automation series that all work together as a complete system. It is based on the “Invisible Selling Machine”…
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Marketing AutomationPhase 3: Ascension Series (Import 6th)
This is one part of a 6 part automation series that all work together as a complete system. It is based on the “Invisible Selling Machine”…
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Marketing AutomationPhase 5: Re-engagement Campaign (Import 1st)
This is one part of a 6 part automation series that all work together as a complete system. It is based on the “Invisible Selling Machine”…
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Marketing AutomationPipedrive: Create a record when a contact subscribes to your list
When should you start tracking deals?From the start of your contact’s journey with you. Your contacts are new to you and eager to learn all…
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Project ManagementPipedrive: Create a record when a goal is achieved
What qualifies a lead?In every industry, there are actions contacts take that let you know they are considering making a purchase. This is…
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Project ManagementPipedrive: Create a record when a lead score threshold is met
How do you know when a contact is ready to be a lead?Sending offers to your contact base at all times would negatively impact your list…
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Project ManagementPipedrive: Create deal on visit to 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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Project ManagementPipedrive: Create/Update a 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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Project ManagementPipedrive: 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 AutomationPipedrive: Update contact record when field changes
Contact information changes all the time. Are you keeping up with the changes?You’re always finding out new information about your contacts…
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Project ManagementPipedrive: Update record when contact becomes 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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Project ManagementPipedrive: Update record when contact becomes 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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Project ManagementPipedrive: Update record when contact unsubscribes
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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Project ManagementPost-Beta Program Workflow
Why’s it always so hard to say goodbye?Instead, say thank you for your time to your contacts who have participated in your beta program.…
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Marketing AutomationPost-Project Feedback Request for Company
Asking for feedback can be hard — especially when you’re asking a client to give feedback on a contractor or temp. Collect post-project…
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Project ManagementPost-Project Feedback Request for Contact
How do you politely ask for a review after a project wraps up?Collect post-assignment feedback from contractors and team members with this…
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Project ManagementPostmark + Docusign: Send Signature Reminder
Do you hate having to keep track of who’s signed the paperwork they need to and manually following up with those who haven’t? We all do. So…
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Project ManagementPostmark + Mollie: Payment Failed Notification
Payments failing are a real pain, for you and your customers. If your customers don’t know the payment failed quickly, then they’re left…
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Project ManagementPostmark + Mollie: Payment Received
Don’t you love when the platforms you use play nice with each other? ActiveCampaign makes it easy – and automated too! We combine our…
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Project ManagementPostmark + Mollie: Refund Processed Notification
Handling refunds correctly can go a long way in creating a great customer experience. If you frustrate a contact during this process,…
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Project ManagementPostmark + Mollie: Subscription Canceled
When running a subscription based company, it’s vital to track who’s canceled their subscription for your reporting and to communicate this…
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Project ManagementPostmark: Eventbrite Event Refund Notification
If you’re selling tickets to your event, then it’s smart to have a refund policy in place. Sometimes people sign up for an event and are…
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Project ManagementPostmark: Eventbrite Event RSVP
Once a contact signs up for your event or webinar, it’s common courtesy to send a small email confirming their attendance and including the…
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Marketing AutomationPostmark: Order Confirmation
You’ve got great marketing ads. Your check out process is clear and drives lots of conversions. You’ve got your bases covered, right? Not…
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Project ManagementPostmark: RSVP confirmation
Once a contact signs up for your event or webinar, it’s common courtesy to send a small email confirming their attendance and including the…
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Project ManagementPostmark: Welcome Notification
We’ve all seen well-designed welcome emails from a marketing team, promising a coupon or roadmapping an entire onboarding journey for us…
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Marketing AutomationPre-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…
Built by ActiveCampaign
Project Management
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