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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 31-60 of 963 Automation RecipesAC MP After Purchase Follow-up
This Automation sends three different emails after a new purchase is completed. You can use this recipe as an automation or just to use the…
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Marketing AutomationAC MP Contacts Cleaner Part 1
This is the first part of the AC Cleaner automation. The automation checks when was the last time contacts were engaged.Use the second part…
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Project ManagementAC MP Contacts Cleaner Part 2
This is the second part of the AC Cleaner automation. This automation moves contacts unengaged for 90 days or more to a list that can be…
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Project ManagementAC MP Ecommerce Welcome Series
Use this recipe to send welcome emails to contacts who have just joined your e‑commerce. The automation sends three different emails:1.-…
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Marketing AutomationAC MP Engagement Tagging Part 1
This automation segments your contacts based on their engagement level determined by some editable conditions.The automation uses 2 phases:…
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Marketing AutomationAC MP Engagement Tagging Part 2
This is the second part of the “AC MP Engagement Tagging”. This part sets the tagging to run once a month, meaning the engagement tagging…
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Marketing AutomationAC MP Last Engaged Date Part 1
This recipe is part 1 of AC MP Last Engaged Date. It uses a simple automation to update a custom Last Engaged field so you can know exactly…
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Marketing AutomationAC MP Last Engaged Date Part 2
This is the second part of the “AC MP Last Engaged Date” recipe. It segments contacts to send different emails according to their last…
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Marketing AutomationAC MP Memberium Lost Password
This automation sends a notification after contacts reset their Memberium passwords.You need to enable the automation from your Memberium…
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Marketing AutomationAC MP Memberium Password Generator
This automation generates a password and sends it to contacts that have signed up to your Memberium website. After the password is…
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Sales AutomationAC MP Product Interest Tagging Part 1
This Automation tags your contact’s interest in your product according to recency; if they were interested within the last 7, 14, 21, 28…
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Marketing AutomationAC MP Product Interest Tagging Part 2
This is the second part of the “AC MP Product Interest Tagging” recipe. It ends and enters part 1, so it maintains a loop. Use this second…
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Marketing AutomationAC MP Product Interested Targeted Follow-up
This recipe sends three different emails to contacts interested in your products within the last seven days. Its purpose is to encourage…
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Marketing AutomationAC MP Webinar Sequence
The webinar sequence automation sends a sequence of emails as webinar reminders. It sends four different emails:1- Ten days before the…
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Marketing AutomationAC MP Welcome Series
Use this recipe to welcome your new subscribers and import three welcome email templates to use in any of your campaigns. The welcome…
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Marketing AutomationAccessory Upsell After Purchase
A contact buys from you, maybe multiple times. But you know that there’s more to add to their purchases that they would love to…
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Sales AutomationAccounting: Expense Reimbursement
What’s the one thing everyone is precious about?Money! This can be especially true when someone is expecting to be reimbursed for money…
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Project ManagementAccounting: Paperwork Submission Reminder
What’s the biggest holdup for getting work done?Waiting for all the proper paperwork so you can get started on assisting your clients. You…
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Project ManagementAccounting: Qualified Lead Upsell
How can you increase upsell conversions?Make sure the contact is qualified for the upsell. Instead of just sending a blanket upsell email…
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Sales AutomationAccounting: Segmented Form Follow-up and Deal Creation
What’s the best way to market to contacts?Personalizing the message to them. When contacts reach out to an accounting office or an…
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Marketing AutomationAccounting: Virtual Meeting Follow-up
You’re meeting with a contact, everything is going great, you discuss next steps. Then you don’t hear from them. What happened?You didn’t…
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Project ManagementACmastery Whitebelt : Free Report Download : Part I
This is the example automation from the free whitebelt training on ACmastery.com that teaches how to port the Free Campaign Report template…
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Marketing AutomationACmastery Whitebelt : Free Report Download : Part II
This is Part II of the ACmastery free Whitebelt level training. It’s the logic that stops the followup sequence from reminding the prospect…
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Marketing AutomationAcompanhamento de atendimento ao cliente — Receita de automação
O momento em que você ajuda a fechar um ticket de suporte ao cliente desperta uma ótima sensação. O problema é resolvido, o cliente fica…
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Customer SupportAcompanhamento focado em interesse no produto — Receita de automação
Como acompanhar clientes interessados em seus produtos? Como transformar um cliente ocasional em um cliente assíduo? Você busca uma maneira…
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Sales AutomationAcompanhamento pós-compra — Receita de automação
Vídeo de visão geral e passo a passo da receitaDepois que um contato compra um de seus produtos, você pode começar uma sequência de…
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Customer SupportAdd a Note When Deal Value Changes
Sales processes are streamlined and efficient, but one of the reasons we still need a personal touch is because they are subject to change.…
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Project ManagementAdd an Account Note When Contact Field Updated
Account management is tricky. You have multiple contacts all assigned to an account, all with their own information. See, tricky! But what…
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Project ManagementAdd Contact to Facebook Audience After Subscribing
One of the most important things in marketing is to make sure that people get messages that are relevant. Not just to where they live, but…
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Marketing AutomationAdd Lead Scoring Points to Contact from Form Submission
Forms can take a lot of busywork off of your plate. And while they collect helpful contact info, they also collect ways to improve…
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Project Management
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