Pipedrive: 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 AutomationAll Recipes
Showing 571–600 of 984 Automation Recipes
Pipedrive: 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…
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Project ManagementPre-Event email series and Post-Event Follow-Up Sequence
What are your strategies to increase event attendance? Are you looking for new ways to increase attendance at events? What about event…
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Project ManagementPre-Webinar Reminder Drip and Post-Webinar Follow Up
How do you remind registrants to attend your webinar? How do you follow up with them once it’s over? Automate the entire process from…
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Project ManagementPrelaunch Countdown
Are you launching a new business, product, course, or service with a fixed launch date in the future? This automation will send pre-launch…
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Marketing AutomationProactive Check-in After Purchase
No news is good news, right?This isn’t always true when it comes to hearing from customers after they make a purchase from you. This is why…
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Sales AutomationProduct Catalog: Abandoned Cart Upsell
Contacts abandon carts all the time for a variety of reasons, but one that we can address is ensuring they have the whole product package…
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Marketing AutomationProduct Catalog: Cross-Sell
Congrats! Your contact made a purchase from your online store. Done and done, right? Not quite! Now is a great time to send a cross-sell…
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Marketing AutomationProduct Catalog: New Arrival
Follow-up with contacts who are looking at products on your site with an email that shows the newest arrivals in the same category they…
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Marketing AutomationProduct Catalog: New Product Launch
Show off your new product launch using our new feature, Product Catalog campaign block. This feature allows you to showcase the products…
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Marketing AutomationProduct Category Interest Tagging
How do you turn a customer into a repeat customer?Send them relevant, automated campaigns that keep them interested. You can do this by…
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Marketing AutomationProduct Fit Onboarding Survey
Forbes says it only takes 7 seconds for someone to decide how they feel about you. First impressions matter.The product fit onboarding…
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Customer SupportProduct Interest Tagging
Do you wonder who your customers are? Do you want to know what they like, what they don’t like, what they might like later?Guess what –…
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Sales Automation
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