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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 871-900 of 963 Automation Recipes

Text Messaging Autoresponder

This automation will automatically send a text message response to your contact based on a trigger word, and tag the contact.The automation…
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Marketing Automation

Text Reminders for Demos, Webinars & Events

Hosting live demos, webinars, or in-person events to sell your products or services?You know the more leads who show up, the more you’re…
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Marketing Automation

Text to Join using Sakari SMS

This automation is designed to enroll your contacts in SMS alerts. The automation is triggered when a contact subscribes to your SMS…
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Marketing Automation

The Perfect Welcome Email

A simple yet powerful automations to guide and take your newly subscribed contacts by the hand to:White label your emailsFollow you in…
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Marketing Automation

The Welcome Series

This is a general 3‑part welcome series that you can send to new email subscribers to induct’ them into your tribe. Welcome Emails will…
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Marketing Automation

Tiered Loyalty Program

This tiered loyalty program automation lets you segment members of your customer loyalty program into tiers based on a point-based score.…
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Project Management

Track Ad Clicks From Social

Prospective buyers clicking on your ads is a great place to be in. But did you know that you could be doing more to drive the sale than…
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Marketing Automation

Track Incoming Custom Orders

Fulfilling an order may be second nature to you, but are you properly communicating with both customers and internal teams the status of an…
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Project Management

Track Last Donation Date

Why would you need to track the last time a contact donated?Having this date allows you to do a number of helpful things, such as knowing…
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Project Management

Track Last Engagement Date

This is a simple but useful automation that updates a custom field with the current date any time a contact engages or interacts with your…
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Marketing Automation

Track Who Reads Your Blog

Do you know how to track your blog traffic? Who are your blog readers? Do you want to see the last time website visitors were on your…
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Project Management

Travel: Client Cancellation or Change Request

How does your travel agency handle client cancellation or change requests?People’s plans change; this automation for travel agency CRM…
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Customer Support

Travel: Contact Segmentation

This automation helps you organize the contacts who express interest in booking travel through your travel agency or travel website. Keep…
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Marketing Automation

Travel: Deal Creation in CRM

Do you use a CRM to manage your travel agency client pipeline and deals?This automation lets you create deals for and segment the contacts…
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Marketing Automation

Travel: Guest Re-engagement Email Series

How can you re-engage guests who haven’t booked a trip with you in a year?This automation lets you re-engage inactive customers through a…
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Marketing Automation

Travel: Hotel Checkout Reminder

If you host guests at a hotel or vacation rental, it can be difficult to keep track (and remind them) of their checkout dates and times.…
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Customer Support

Travel: Hotel Stay Follow-up Email

Follow up with hotel guests after their stay with this email automation. This automation lets you send follow-up emails to guests after…
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Marketing Automation

Travel: Last Booking Date

Keep track of the last time a contact booked a trip through your travel agency, hotel, or travel website. This automation stores the last…
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Project Management

Travel: Private Tour Booking

When a contact requests to book a private tour, let your team know to start planning the tour with the client — then share the tour…
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Project Management

Travel: Special Occasion Rebooking

Recognize your guests’ special occasions and invite them to celebrate with you again. This automation lets you reach out to a guest that…
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Sales Automation

Travel: Trip Start Welcome Series

How can you make sure your contacts start their trip off on the right foot?By not stopping the messaging once their trip starts! Most…
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Marketing Automation

Trial Expiration Survey and Reactivation

Does a contact letting a trial expire mean they’re not interested?Not necessarily. Limited-time trials are a great opportunity for contacts…
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Project Management

Ultimate Evergreen Funnel by Deadline Funnel

Using this automation you can quickly create unique, individual deadlines for each of your subscribers.So let’s say you have a 5‑day…
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Marketing Automation

Unbounce: Test Form Variants

A/B test variations of your Unbounce forms to see which converts more contacts. This automation makes it easy to determine which form…
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Project Management

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