Missed Call? Just Text Them
Your customers are calling you. Can you answer right now? If not, you’re missing your chance to:1. Sell that customer your products or…
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Sales AutomationAll Recipes
Showing 61–90 of 137 Automation Recipes
Multimedia Pack: Choose Your Own Multimedia Tagging for Web Personalization
This automation identifies the preferences of each contact submitting your multimedia preferences form and tags them based on their…
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Sales AutomationMultimedia Pack: Individual Sales Rep Talk to Someone Request — Bonjoro Integration & CRM Updates
This automation supports a single-person sales team and adds new contacts to Deals and updates existing Deal record owners with new tasks…
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Sales AutomationMultimedia Pack: Subject Landing Page For Tagging
This is meant to be a valuable resource for a company to place various forms of media about a single subject on a single landing page. The…
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Sales AutomationMultimedia Pack: Talk to Someone Sales Request — Bonjoro Integration & CRM Updates
This automation supports a multi-person sales team and adds new contacts to Deals and updates existing Deal record owners with new tasks to…
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Sales AutomationMultimedia Pack: Welcome Email Post Form Submission
The goal of this automation is to send a personalized welcome message to contacts who have identified a specific type of multimedia…
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Sales AutomationNachverfolgung nach dem Kauf
Video-Überblick und Vorstellung der VorlageNachdem ein Kontakt ein Produkt bei Ihnen gekauft hat, können Sie eine automatisierte…
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Customer SupportNew User Check-List
“What should I do to get started?“Chances are, you’ve heard a variation of this from new users who have started using your software. They…
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Marketing AutomationNew Volunteer Thank You And Notification
Raise your hand if there’s never enough hands for the work that needs to be done.With so many events and limited staff, this can be a…
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Project ManagementNew vs. Repeat Customer Post-Purchase Follow-Up Email
How do you follow up with customers after a purchase from your online store? Is your follow-up personalized based on their customer status?…
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Customer SupportNotify Support When Beta User Has Issues
While we would love for everything to go as planned, how often have you been in a situation where a small hiccup can cause a big…
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Customer SupportOffer Appointment On Frequent Visit To Help Docs
You could get ahead of their problem and start working on a solution quickly, before the contact becomes frustrated. It could alert you to…
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Project ManagementPayment Failed for Recurring Payments Customer
When a subscriber’s payment fails, an email notification is promptly sent to inform them of the issue. This email offers assistance in…
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Sales AutomationPayPal: New Customer Thank You On Purchase
How do you thank customers when they make their first purchase? What about their 50th?Being dynamic with your post-purchase thank you…
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Sales AutomationPayPal: Thank you on Purchase
What communication do you send out when an order is made?Lots of companies send out a receipt with technical information about the purchase…
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Sales AutomationPostmark: 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: 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 ManagementProactive 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 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 SupportProject Completion Check-in
As an agency, your goal is client satisfaction on every project — but it can be time-consuming to reach out to every client after every…
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Customer SupportPublishing: New Submitter Checklist
“What is everything I need to be able to submit my work?“The question publishers have heard over and over again. Despite usually posted…
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Project ManagementPublishing: Submission Confirmation and Notification
What’s even worse than the fear of your work being rejected?Not even hearing from the people you submitted to. This can lead to the contact…
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Project ManagementReal Estate: First Time Homeowner Drip
How do you qualify a first time home buyer in real estate? How can you create an automated real estate follow up system that segments your…
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Sales AutomationRecette d’automatisation des messages de suivi du service client
Fermer un ticket de service client est un véritable moment de plaisir, n’est-ce pas ? Le problème est résolu, le client est satisfait et…
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Customer SupportReminder To Update Open Support Tickets
What’s worse than a support ticket falling through the cracks?Not much, honestly. Your contact is already experiencing an issue and not…
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Project ManagementReward Contacts Upon Course Completion
What’s better than contacts signing up for your courses?Your contacts completing those courses! Incentivize or surprise your contacts by…
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Project ManagementRezept zur Automatisierung von Kundendienst-Follow-up-Nachrichten
Wenn Sie dazu beitragen, dass ein Kunden-Support-Ticket geschlossen werden kann, ist das ein großartiges Gefühl! Das Problem ist gelöst,…
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Customer SupportRicetta di automazione “Messaggio di follow-up del servizio clienti”
Chiudere una richiesta di assistenza clienti è una sensazione meravigliosa: il problema è stato risolto, il cliente è soddisfatto e lo sei…
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Customer SupportSalesforce 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 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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