Automation Recipes

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Showing 91–120 of 383 Automation Recipes

Email Open and Click Tracking Automation — Tag Contacts Who Have or Haven’t Engaged With At Least One Email

This automation tags contacts if they’ve opened or clicked a single email from you anytime in the past. If they haven’t opened or clicked a…

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Marketing Automation

Entertainment: Notify Your Team Of Booking Opportunity

How do you handle booking requests?Whether someone is wanting to book your act or request your events company run their upcoming…

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Project Management

Etiqueta según el grado de interacción — Receta de automatización (parte 1)

Tu negocio tiene numerosos contactos, lo que significa que es imposible que realices el seguimiento del progreso de cada uno de forma…

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Project Management

Etiqueta según el grado de interacción — Receta de automatización (parte 2)

Las etiquetas ayudan a mantener la organización de los contactos. Cuando cuentas con información más concreta sobre alguien, puedes…

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Project Management

Evenly Assign Leads to Deal Owners

How do you manage sales lead distribution? Lead assignment can be difficult to keep track of with spreadsheets and round robins. This…

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Project Management

Event: Email Automation for Event Volunteers

How do you manage volunteers for your event? Do you have a volunteer management system or program to send your volunteers their…

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Project Management

Event: Response to Refund Request Email

Do you have a process for how to handle a customer requesting a refund? How do you respond to a refund request email?The “Event: Response…

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Project Management

Event: Segmentation by Contact Location

How do you add personalization to your event marketing if you’re going on tour? How can you personalize your event announcement to where…

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Project Management

Event: Subscription Series

How do you send early access to your event season ticket holders or loyalty and rewards program members? Do you have an email program for…

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Project Management

Eventbrite: Canceled Event Follow-up

When an event has to be canceled by the business hosting it, it’s considerate to offer a follow-up to contacts letting them know their…

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Project Management

Eventbrite: Event Cancelation Notice

When an event you’re hosting has to be canceled, it’s disappointing. But even more disappointing is if someone shows up to the event only…

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Project Management

Eventbrite: Event Refunded

Things come up and plans change. Someone excited for your event may no longer need to attend and request a refund. By automating a…

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Project Management

Eventbrite: Event Reminder

Any business running events can tell you signups are nice, but what matters is who shows up. Help reduce no-shows to your next event by…

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Marketing Automation

Facebook Ad Leads: Deal Creation On Form Submit

When is a contact a potential deal you should start tracking? Okay, this is a bit of a trick question because the answer is as soon as…

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Project Management

Facebook Ad Leads: Onboarding Upon Form Submit

Sometimes you have a clear series of messages you need to send to contacts when they submit your forms. It could be them becoming a member…

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Marketing Automation

Facebook Lead Ads: Event RSVP

When a contact RSVPs to your event, you should respond beyond just “Thanks”. If they’re able to attend, send them an email with details…

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Marketing Automation

Facebook Lead Ads: Gated Content Delivery

Gated content is a great incentive to use to build out your contact base and get more people interested in your business. Using our…

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Marketing Automation

Failed Billing Reminders

It’s no secret — businesses need money to work. And when payment methods need updating, sometimes your contacts need a little reminder to…

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Project Management

Finance: Credit Score Tagging

What’s one of the most important data points when it comes to finance?Your contact’s credit score. And it’s not just a static number, so…

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Project Management

Finance: Send Bonjoro Video On Exceptional Credit Score

A contact finally achieving exceptional credit is a huge event, so why celebrate it?Bonjoro allows you to record unique, personalized…

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Project Management

Finance: Send offers when good credit is reached

What does good credit mean to your contact?It means a cause for congratulations and celebration for them. It’s also a time when more offers…

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Project Management

Fitness Gym Location Segment

Every one of your fitness contacts is on a fitness journey — but maybe not all in the same place.If your fitness program reaches outside…

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Project Management

Fitness: Guest Pass From Email Forward

There are several channels where your contacts can come from, but one you may not have considered? Your contact’s friends.And something as…

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Project Management

Fitness: Limited Occupancy Class Sign-up

Who’s had to deal with a class filling up?Those who did get in need to know next steps and those who didn’t get in can be frustrated and…

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Project Management

Fitness: Progress-Based Weekly Workout Email Series

A fitness journey is hard to stick to. But if your business is fitness, getting people to stick to it is kind of important.To keep your…

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Project Management

Fitness: Reward on Target Weight Achieved

Who doesn’t love getting a gift for a big celebration?Award your hard working contacts who have achieved their target weight by sending…

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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

Fitness: Workout Boot Camp and Weigh-In

It’s hard to find the time to go to the gym, and even harder to find in-person time to check in on fitness progress. Let’s face it — you…

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Project Management

Form Integration: Process Order from Form

Do you collect customer orders through a Typeform, Jotform, or Unbounce form? This automation makes it easy to process the order and share…

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Project Management

Gather customer feedback and online reviews with SMS text message requests

Leverage this automated workflow from MessageMedia to gather essential feedback from your customers including:- Sales experience feedback-…

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Marketing Automation

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Automation Recipes

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