1 Year Purchase Reminder For Unengaged Customers
Contact comes to your store, they make a purchase, and then – nothing. This is all too common for an ecommerce store. What’s better than a…
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Marketing AutomationAll Recipes
Showing 1–30 of 446 Automation Recipes
1:1 Email Engagement Tracking — Link Click
Cold leads, warm leads, hot leads. We’ve all heard the jargon, but how can you know how interested a lead truly is? By the actions they…
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Sales Automation1:1 Email: Important Page Visit Follow-up
When’s a good time for your sales team or you to reach out to your deals? That’s the oldest question in sales. The right time to strike…
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Sales Automation1:1 Email: Lead Outreach Pt. 1
How do you do lead outreach? That’s a question whose answer changes depending on who you ask. Different companies all view lead outreach…
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Project Management1:1 Email: Lead Outreach Pt. 2
So your contact has been moved down the pipeline, but besides a new stage they’re in, what happens next? Now you start to nurture the lead…
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Project Management1:1 Email: Multiple Page Visit Follow-up
When’s a good time for your sales team or you to reach out to your deals? That’s the oldest question in sales. A good indicator is when the…
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Sales Automation1:1 Email: New Deal Welcome Email and Call
Wouldn’t it be great to check-in personally with every new lead you get and set up your touchpoint instantly? You might immediately get a…
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Sales Automation1:1 Email: New Stage Message
Creating a cohesive sales flow is one of the best ways to optimize your team and create a great customer experience for your deals. Having…
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Sales Automation1:1 Email: Out of Office Reply
Let’s face it, your team’s not always in your office. But questions never stop coming in from contacts. Setting the right expectation can…
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Project Management1:1 Email: Out of Office Reply and Reply Task Creation
Let’s face it, your team’s not always in your office. But questions never stop coming in from contacts. Setting the right expectation can…
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Project Management1:1 Email: Personal Re-engagement
Contacts and deals can grow cold over time. Maybe they think they’ve learned all they can about your product. their purchasing position has…
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Sales Automation1:1 Email: Reach Out When Replied To
Our new 1:1 email automation feature is great. It allows you to automate personalized messages coming from a connected email address and…
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Project Management1:1 Email: Trial Sales Email Series
When people think of a trial email series, they tend to think of a more traditional marketing series of emails going to the user over the…
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Sales Automation1:1 Email: Welcome Email for New Deal
Wouldn’t it be great to check-in personally with every new lead you get? You might immediately get a headache thinking about trying to keep…
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Sales AutomationAbandoned Cart Reminder
A contact is shopping on your ecommerce site. They fill their cart, they go to look at their cart. And then, just like a bird who sees…
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Sales AutomationAC MP — Abandoned Cart
This automation triggers a sequence of emails after your contacts abandon their carts. It uses a conditional for segmenting contacts based…
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Marketing AutomationAC MP After Purchase Follow-up
This Automation sends three different emails after a new purchase is completed. You can use this recipe as an automation or just to use the…
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Marketing AutomationAC MP Ecommerce Welcome Series
Use this recipe to send welcome emails to contacts who have just joined your e‑commerce. The automation sends three different emails:1.-…
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Marketing AutomationAC MP Engagement Tagging Part 1
This automation segments your contacts based on their engagement level determined by some editable conditions.The automation uses 2 phases:…
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Marketing AutomationAC MP Engagement Tagging Part 2
This is the second part of the “AC MP Engagement Tagging”. This part sets the tagging to run once a month, meaning the engagement tagging…
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Marketing AutomationAC MP Last Engaged Date Part 1
This recipe is part 1 of AC MP Last Engaged Date. It uses a simple automation to update a custom Last Engaged field so you can know exactly…
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Marketing AutomationAC MP Last Engaged Date Part 2
This is the second part of the “AC MP Last Engaged Date” recipe. It segments contacts to send different emails according to their last…
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Marketing AutomationAC MP Memberium Password Generator
This automation generates a password and sends it to contacts that have signed up to your Memberium website. After the password is…
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Sales AutomationAC MP Product Interest Tagging Part 1
This Automation tags your contact’s interest in your product according to recency; if they were interested within the last 7, 14, 21, 28…
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Marketing AutomationAC MP Product Interest Tagging Part 2
This is the second part of the “AC MP Product Interest Tagging” recipe. It ends and enters part 1, so it maintains a loop. Use this second…
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Marketing AutomationAC MP Product Interested Targeted Follow-up
This recipe sends three different emails to contacts interested in your products within the last seven days. Its purpose is to encourage…
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Marketing AutomationAC MP Webinar Sequence
The webinar sequence automation sends a sequence of emails as webinar reminders. It sends four different emails:1- Ten days before the…
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Marketing AutomationAccessory Upsell After Purchase
A contact buys from you, maybe multiple times. But you know that there’s more to add to their purchases that they would love to…
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Sales AutomationAccounting: Qualified Lead Upsell
How can you increase upsell conversions?Make sure the contact is qualified for the upsell. Instead of just sending a blanket upsell email…
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Sales AutomationAccounting: Segmented Form Follow-up and Deal Creation
What’s the best way to market to contacts?Personalizing the message to them. When contacts reach out to an accounting office or an…
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