Stripe: Subscription Winback
What are some of the reasons that your contacts have to cancel their subscription? Are you tracking them?Knowing the most common reasons…
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Project ManagementAll Recipes
Showing 121–137 of 137 Automation Recipes
Suivi après la vente
Aperçu vidéo et présentation de la recetteDès qu’un contact achète l’un de vos produits, vous pouvez commencer une séquence de suivi…
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Customer SupportSurveyMonkey: Send a survey to highly engaged contacts
What do your top contacts think about you? Understanding the people who care most about your business is a great way to grow. Automation…
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Project ManagementSurveyMonkey: Send a survey to unengaged contacts
What stops people from engaging with your business?Every business has customers that love you and customers that pay less attention to you…
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Project ManagementTravel: 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 SupportTravel: 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 SupportTravel: 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 AutomationTrial 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 ManagementTwilio: Automatically send a re-engagement text to unengaged contacts
How do you reach out to unengaged contacts?Churn happens. It’s natural, but that doesn’t mean you shouldn’t work against it. Reaching out…
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Project ManagementTwilio: Automatically send a text to highly engaged contacts
How do you reach out to your most engaged contacts?Striking up a conversation with your power users is vital. It can help you know what…
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Project ManagementUpdate Account Owner — Contact Field Changes (ie: Territory/Region, Size, etc. changes)
Making sure that the right person is building and maintaining relationships with an account is vital to a great customer experience. It can…
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Sales AutomationVTEX: After Purchase Follow Up
After a contact purchases a product from your VTEX store, you can begin an automated follow up sequence that increases satisfaction by…
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Sales AutomationVTEX: coletar feedback após a compra
Quais são seus métodos para obter feedback de clientes? Como você coleta feedback de clientes após a compra? Quais são algumas maneiras…
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Customer SupportVTEX: follow-up pós-compra
Depois que os contatos compram um produto da sua loja da VTEX, você pode começar uma sequência de follow-up automatizada que aumenta a…
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Sales AutomationVTEX: recopilar comentarios tras la compra
¿Cuáles son tus métodos para obtener comentarios de los clientes? ¿Cómo recopilas los comentarios de los clientes tras la compra? ¿Cuáles…
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Customer SupportVTEX: seguimiento poscompra
Después de que un contacto compra uno de tus productos desde la tienda de VTEX, puedes iniciar una secuencia de seguimiento automatizada…
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Sales AutomationWebinar Follow Up Email
Do you host webinars? Do you have a system for sending webinar follow up emails? Are you developing your email marketing strategy to…
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Customer Support
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