Automation Recipes

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Showing 61–90 of 366 Automation Recipes

Bonjoro video: Get more cancelled customer surveys by sending a personal video

Knowing why customers cancelled is so important to improving your offering. But what if no-one actually takes the time to give you useful…

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Marketing Automation

Bonjoro video: Get more eCommerce Reviews

Imagine the next time you bought a high end pair of jeans, the actual designer behind the brand thanked you and asked for your feedback via…

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Marketing Automation

Bonjoro video: Get More Engagement Around Virtual Events/Summits/Galas

As the world continues to change and physical events/summits/galas are getting cancelled, does your organization have a plan to keep donors…

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Marketing Automation

Bonjoro video: Personal upsell after purchase

Someone just bought your product. They are emotionally connected with the purchase and right after their buy you offer them an accessory…

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Marketing Automation

Bonjoro video: Reduce demo “no-shows” by sending a personal video before the event

You know that thing where a prospect books a demo with you, then they go AWOL on the day? This recipe puts an end to demo no-shows, by…

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Marketing Automation

Bonjoro video: Rekindle gone-cold sales leads with a personal video

Think cold leads are no good after a few months of chasing? Think again!This recipe lets you send personalised follow-up videos to…

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Marketing Automation

Bonjoro video: Thank your VIP Customers

What is the CLTV (Customer Lifetime Value) of your best customers? According to data from Shopify, the top 1% of eCommerce customers are…

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Marketing Automation

Brand Loyalists — Dynamic eCommerce Segment

Brand loyalists are your regular customers. They have made many purchases, have a medium lifetime value (LTV) and have purchased recently…

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Marketing Automation

Breve sequenza di vendita infoprodotto (Italian)

Una breve sequenza di vendita fatta per convertire un nuovo contatto che ha appena fatto optin, in un cliente pagante.Questa automazione…

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Marketing Automation

Calendly: Book First Meeting Email Series

Encourage new contacts to schedule a meeting with you with this email series automation. When a new contact subscribes to your email list,…

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Marketing Automation

Calendly: Cancellation Win-Back Series

When a contact books an appointment through Calendly to cancel their subscription or service, follow up with a win-back email series to…

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Marketing Automation

Collect 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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Marketing Automation

Contact Neverbounce Sync Integration — Part 1

This is part 1 of a 2 part automation that is designed to help keep your contact records clean.It is a very simple, yet powerful “2^nd line…

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Marketing Automation

Contact Neverbounce Sync Integration — Part 2

Greetings Earthling!This is part 2 of the most amazing 2 part automation that is designed to help keep your contact records clean.It is a…

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Marketing Automation

Content Digest Email for Recurring Payments Customer

Send regular automated emails to recurring payments customers featuring curated content, such as blog posts, articles, or product…

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Marketing Automation

Conversations: Follow-Up Message to Auto-Reply Form

When you start an online chat with an unknown contact, it’s normal to ask for a little starting identification like their name and email…

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Marketing Automation

Conversations: Send a Site Message Follow-Up after Online Chat

To create a personalized experience for your contacts, you can’t start from square 1 with every interaction. Each interaction after a…

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Marketing Automation

Correo electrónico de cupón de cumpleaños o aniversario — Receta de automatización

¿Quieres que los clientes más fieles se sientan especiales y reconocidos? Agrega esta automatización de cupón para días especiales a tu…

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Marketing Automation

Create an Email Preference Center

As email marketers, we’re always looking for that elusive sweet spot: sending the right message at the right time to the right person. Get…

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Marketing Automation

Create Leads in SalesforcePt 1

Are you looking for a way to use marketing automation to turn contacts into leads for your sales team? The ActiveCampaign integration for…

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Marketing Automation

Dead Weight — Dynamic eCommerce Segment

These are users who made it into the account but have never purchased or engaged ever.In general, these people should be removed from the…

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Marketing Automation

Deal Creation and Email Upon Tag Being 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 Automation

Donate2 Credit Card Tagging

The purpose of this automation is to tag contacts based on their use of a payment card to pay for a donation. For example, visa,…

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Marketing Automation

Donate2 Digital Wallet Tagging

The purpose of this automation is to tag contacts based on their use of a digital wallet technology to pay for a donation. For example,…

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Marketing Automation

Donate2 Donation Level Acknowledgement

The purpose of this automation is for you to send a follow up communications when a donor makes a donation using Donate2. Donate2 returns 4…

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Marketing Automation

Donate2 New VS Existing Donors

The purpose of this automation is for you to tag any new donor as “Donor” and send an email to any new donors that make a donation. Also,…

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Marketing Automation

Donate2 Postal Code Is Local

The purpose of this automation is to tag a donor as “Local” or “Not Local” based on the postal code provided during the donation.

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Marketing Automation

Donate2 Receipt Donation Acknowledgment

The purpose of this automation is for you to send a donation receipt/acknowledgment when a donor makes a donation.

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Marketing Automation

Donation and Volunteer Email Series

Better manage your donor lists with automated emails and JotForm. Once a donor subscribes to your list and makes a donation, you can use…

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Marketing Automation

Drip Campaign, Schedule 16 emails in 24 hours to not to go to spam

An automated drip campaign is a way for your business to send out emails based on the time of day or seasonality. This method helps you…

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Marketing Automation

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Automation Recipes

Automate right away with 950+ pre-built recipes

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