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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 Automation

All Recipes

Showing 811-840 of 963 Automation Recipes

Simple Tag on Site Visit

This simple automation only does one thing, but it does it well: It tags contacts who visit your website. Now you can clearly view a single…
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Marketing Automation

Site Tracking Donation Ask

Wouldn’t it be great to know when someone has engaged with your latest campaign, so you could ask for action right then?Well, you can.…
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Project Management

Site Tracking Volunteer Ask

When’s the best time to ask someone about volunteering for an event? Why not when it’s fresh on their minds?When people first find out…
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Project Management

SMS Reminder to Repurchase

Have you ever run out of something when you needed it most?Don’t let that happen to your contacts! Sending out automated reminders when…
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Project Management

Stop Asking After They Say YES

When someone purchases a product (or downloads a free product) you offer, the considerate thing to do is to stop offering it to them. This…
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Marketing Automation

Store Customer First Purchase Date

How do you keep track of customer data? Do you know your customers purchase history? When did they first become a customer? When a customer…
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Project Management

Store Customer Last Purchase Date

How do you keep track of your ecommerce customers? Do you know who your repeat customers are? Do you want to know the last time a customer…
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Project Management

Stripe: Invoice Payment Failed Follow-up

Have you ever gone to pay for something but it didn’t go through?If this was in person, the fix can be easy. Maybe you need to swipe your…
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Project Management

Stripe: New Subscription Welcome

Do you run a subscription service? How do you welcome your new members?When a contact subscribes to your paid program, it’s a good idea to…
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Project Management

Stripe: Refund Follow-up

How do you process a refund? Do you follow up with the contact or do you just provide the refund?Knowing why a contact is getting a refund…
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Project Management

Stripe: Subscription Winback

What are some of the reasons that your contacts have to cancel their subscription? Are you tracking them?Knowing the most common reasons…
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Project Management

Stripe: Trial Ending Drip Series

How do you let your contacts know when they have a trial coming to an end? What methods do you use to convert them to customers now that…
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Sales Automation

Stripe: Trial Ending Notification

How do you reach out to trials that are ending? Are you making sure to include the human touch?A quick call or personal email can show your…
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Sales Automation

Suivi après la vente

Aperçu vidéo et présentation de la recetteDès qu’un contact achète l’un de vos produits, vous pouvez commencer une séquence de suivi…
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Customer Support

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