Assign Task When Deal Owner Changes
Deals change over time. And changing information necessitates changing needs. Sometimes a deal needs to be handed to a new owner because…
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Project ManagementAll Recipes
Showing 31–60 of 383 Automation Recipes
Author: Gauge Brand Familiarity
Do you want to know who your biggest fans are? How can you see how familiar your contacts are with your brand?Segment your email contacts…
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Project ManagementAuthor: Upcoming Writing Workshop Text Reminders
Have you ever signed up for an event, got excited, only to look at your calendar and realize you missed it?Maybe you got the date wrong…
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Project ManagementAuthor: Welcome Series and Book Recommendation
What’s a good way to greet a reader to your list?With a book recommendation, of course! But you can’t just recommend the same book to every…
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Marketing AutomationAutomate Contact Availability
How can you keep track of which contacts are available vs. on an assignment?If you manage several contractors or temps, it can be hard to…
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Project ManagementAutomate Ecourse Assignments
Automate delivery of your ecourse content, notify your team when an assignment is submitted, and share grades with ecourse participants…
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Project ManagementAutomated Segmentation for Salesforce Contacts
How can you send relevant messaging to email contacts based on their current status in the customer journey? Your messaging to customers…
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Project ManagementAutomatically send an SMS message via Twilio when a contact unsubscribes
Using Twilio’s native integration with ActiveCampaign, you can automatically send a text message when a contact unsubscribes from a…
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Project ManagementAutomationsvorlage: Deal in die nächste Phase verschieben, wenn Aufgabe abgeschlossen ist
Automatisieren Sie mit dieser Automation die Bewegung von Deals durch Ihre Vertriebspipeline. Wenn eine Aufgabe in Ihrem CRM als…
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Project ManagementAutomatisierungsvorlage für das Datum der letzten Interaktion des Kontakts
Wie überwachen Sie die Interaktionen Ihrer E‑Mail-Kontakte? Sind Sie auf der Suche nach einer einfacheren Möglichkeit zum Auffinden Ihrer…
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Project ManagementAutomatisierungsvorlage für die Erinnerungen vor einem Webinar und zum Nachfassen nach dem Webinar
Wie erinnern Sie registrierte Teilnehmende an Ihr Webinar? Wie fassen Sie anschließend nach? Automatisieren Sie mit dieser…
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Marketing AutomationAutomatisierungsvorlage für E‑Mail-Kampagne mit Anreiz zum Teilen in sozialen Medien
Belohnen Sie Ihre Kontakte für das Teilen Ihrer E‑Mail-Kampagne in sozialen Medien mit dieser Automatisierung. Wenn ein Kontakt Ihre…
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Project ManagementAutomatisierungsvorlage zur Benachrichtigung, wenn ein Kauf nicht abgeschlossen wurde
Sie haben einen Lead-Nurturing-Plan und es gibt ein voraussichtliches Abschlussdatum für den Kauf. Aber es verläuft nicht alles nach Plan.…
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Project ManagementB2B Post-Purchase Check-In
Selling to a business can be very different than selling to a contact. Depending on your business, it’s not uncommon to fulfill an order…
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Project ManagementBeta Program Kick-off Messaging
A journey of a thousand miles starts with a single step, so why not start your program with significant kick off messaging?Beta program…
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Customer SupportBeta Program Messaging Workflow
How often should you check with your contacts testing out your exciting, new feature?When a contact enters the beta period, there is no…
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Project ManagementBeta Program Opt-in Flow
Beta programs are hard work with a lot of processes to keep track of, so why not automate the processes?Allowing an audience to try out a…
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Project ManagementBeta Program Participant Qualification: Part 1
Who’s the best fit for your beta program?There is a reason people run a beta period for an upcoming feature. A new experimental feature…
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Project ManagementBeta Program Participant Qualification: Part 2
Who’s the best fit for your beta program?There is a reason people run a beta period for an upcoming feature. A new experimental feature…
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Project ManagementBeta Program: Add Trackable Dates
Isn’t it great when everything runs like clockwork?Tracking the dates of your beta program in ActiveCampaign provides a number of benefits.…
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Project ManagementBlank Field Follow-Up: Appointment Information
When a contact books an appointment with you, make sure you have all of the information you need before the appointment. If the contact…
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Project ManagementBlogger: Tag Blog Advocates
It pays to know who your biggest supporters are, so why not make sure you can easily find them with a short search?By running an automation…
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Marketing AutomationCalendly: Notify When Contact Makes Appointment
Notify your sales team when a contact makes an appointment through Calendly. This automation keeps your team up-to-date on meetings booked…
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Project ManagementCalendly: Segment Contacts Based on Source
Learn more about where your contacts come from with this automation. When a contact books an appointment through Calendly, add them to a…
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Project ManagementCallRail: Add deal and follow-up after call
There’s so many steps to following up after a sales call and they all take your time. You have to enter the contact’s details in a deal…
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Project ManagementCallRail: Deal Creation on Inbound Call
You get a sales call, you take notes during the call, then you spend precious time after the call updating this contact’s information into…
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Project ManagementCallRail: Follow-up Email
Your contact and you discuss so much during a sales call whether it’s a discovery call or you’re closing on a deal. Things can slip through…
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Project ManagementCallRail: Missed Call Follow-up
Contacts miss your sales calls. It happens. But you want to ensure you have a follow-up in place to process this correctly. You’ll want to…
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Project ManagementCampanha de incentivo de compartilhamento em redes sociais — Receita de automação
Esta receita de automação permite enviar automaticamente um email com cupons ou outras ofertas para premiar contatos que compartilham suas…
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Project ManagementCollect New Year Resolutions For Marketing Campaign
What can your contact’s New Year resolutions tell you as a business?They tell you what is top of mind for your contact. It’s a way of…
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