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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 691-720 of 963 Automation RecipesSalesforce Engagement Sync
Are you looking for a way to track a contact’s engagement level in Salesforce? Do you want to segment your contacts based on their level of…
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Project ManagementSalesforce Lead Scoring
What do you do if you have an engaged contact that hasn’t yet taken a qualifying action to become a lead in Salesforce?We said this…
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Project ManagementSalesforce New Contact Outreach and Notification
Getting a new deal in your pipeline is a reason to celebrate! A new contact who is interested in working with you or making a purchase…
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Project ManagementSalesforce Nurture Lead Series
What if you already have warm leads, but you want to send them more information before reaching out? This automation recipe sends a series…
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Marketing AutomationSalesforce Pipeline Sync
Are you looking for more alignment between your sales and marketing teams and software? Keep your pipelines identical with this Salesforce…
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Sales AutomationSalesforce Sales, Support, & Marketing CXA
Why do contacts need to schedule appointments? They want to:- Get initial info about your business- Get help comparing product options…
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Sales AutomationSalesforce Subscription & Welcome Email
Do you want to send automated welcome emails to your contacts that subscribe via Salesforce? Your marketing team sends leads to your sales…
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Marketing AutomationSalesforce: Lead Conversion Attribution
Do you know how your contacts became contacts? How do you know the source of a lead? Where do your leads come from?The “Salesforce: Lead…
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Project ManagementSave Form Submissions as Notes
This automation requires Zapier.Saving form submissions as notes in your CRM is an effective way to preserve data in ActiveCampaign. One of…
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Marketing AutomationScore-Based Engagement: Email Opens
Contact scoring can be a simpler method than tagging to manage subscriber engagement for your email marketing program. This automation…
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Marketing AutomationScore-Based Engagement: Link Clicks
Contact scoring can be a simpler method than tagging to manage subscriber engagement for your email marketing program. This automation…
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Marketing AutomationScore-Based Engagement: Replies
Contact scoring can be a simpler method than tagging to manage subscriber engagement for your email marketing program. This automation…
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Marketing AutomationScore-Based Facebook Custom Audience
Did you know you can automate the way you add your contacts’ to Facebook Custom Audiences?This automation lets you move your contacts…
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Marketing AutomationScoring Forms
The automation gives different scoring depending on the form submitted.It gives different socinrg depending on if it is “Download Form” or…
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Marketing AutomationSegment and Email Your Customer After a Group Session Purchase
While Yondo does send out confirmation and reminder emails after a Yondo Group Session seat has been purchased, you may want to send…
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Marketing AutomationSegment and Email Your Customer After a Live 1‑to‑1 Purchase
While Yondo does send out confirmation and reminder emails after a Live 1‑to‑1 Session has been booked, you may want to send another email…
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Marketing AutomationSegment and Email Your Customer After a Video Playlist/Course has been Purchased
While Yondo does send out a confirmation email after a Video Playlist/Course has been purchased or rented, you may want to send another…
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Marketing AutomationSegment and Email Your Customer After a Video Playlist/Course Rental
While Yondo does send out a confirmation email after a Video Playlist/Course has been Rented, you may want to send another email with a bit…
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Marketing AutomationSegment and Email Your Customer After a Webinar Purchase
While Yondo does send out confirmation and reminder emails after a Webinar seat has been purchased, you may want to send another email with…
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Marketing AutomationSegmented Email Newsletter
Build your newsletter lists with automated emails and JotForm. When a user subscribes to your online newsletter, this automation recipe…
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Marketing AutomationSeguimiento posterior a la compra — Receta de automatización
Video de resumen y tutorial de la recetaDespués de que un contacto compra uno de tus productos, puedes iniciar una secuencia de seguimiento…
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Customer SupportSeguimiento segmentado por interés en un producto — Receta de automatización
¿Cómo realizas el seguimiento de los clientes que están interesados en tus productos? ¿Cómo conviertes a un cliente esporádico en uno…
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Sales AutomationSend 1:1 email when account field changes
With the Account Field Changes trigger, B2B marketing and sales teams can automate workflows and personalize communications based on…
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Marketing AutomationSend a 1:1 Email on Link Click
Knowing a contact’s engaging with your marketing efforts is a great indicator to kick off your sales process with a lead. When contact’s…
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Marketing AutomationSend a 1:1 Email Upon Score Being Reached
Contact scoring is an amazing way to let your contacts let you know when they’re ready to kick off the sales process. By adding points…
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Marketing AutomationSend a 1:1 Email When a Tag is Added
Tagging is a powerful tool in your marketing automation toolkit. You can set up tags for when contacts take certain actions, attend events,…
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Marketing AutomationSend a 1:1 Email When Form is Submitted
At what point in the marketing process does your sales process begin? Trick question! Your sales process should be kicking off once your…
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Marketing AutomationSend a 20% coupon 2 weeks before client’s birthday
The ultimate loyalty program! Send a 20% off coupon 2 weeks before your client’s birthday.Perfect for beauty spa, massages, nail salon,…
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Marketing AutomationSend a ClickSend SMS confirmation when Typeform submitted
Whether your customer could be responding to an event, answering a survey, placing an order or opting into your marketing list, send them…
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Project ManagementSend a Guni SMS confirmation when any form submitted
Automatically send a confirmation SMS through Guni SMS when any form is submitted on your website or platform. This recipe ensures instant…
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Project Management
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