Automation Recipes: Prebuilt Workflows to Build On

We offer 16 triggers and 26 actions in our automation builder. That means there are 7,311,616 possible automations — and that’s just for a 5-step automation!

There are near limitless possibilities for what you can build by combining actions and triggers in innovative ways. When you factor in the flexibility of webhooks and Event Tracking, you’re limited by creativity and imagination more than anything else.

That open-ended flexibility has a downside for some people — it can create uncertainty:

  • Some people know that they can do a lot with it, but aren’t clear on exactly what.
  • Or, they have an idea of something they’d like to do, but don’t know how to create it with the automation builder.
  • Or, they have a nagging feeling there is a better way to accomplish something.

 

Introducing Automation Recipes:

Now, when you create a new automation, you’ll be presented with a menu of pre-assembled automation workflow recipes that you can use for inspiration, as a starting point, or put to use immediately in your business:

Automations are grouped together around business goals, so you can find automations to accomplish specific results you want to achieve:

  • Increase revenue
    • Prospect follow-up
    • Customer follow-up
  • Increate traffic
    • Increase referrals
    • Grow your community
  • Automate sales team
    • Automate sales funnel
    • Lead scoring
  • Boost contact satisfaction
    • Strengthen relationships
    • Customer support
  • Manage & track contacts
    • Contact scoring
    • Contact management
    • Track contacts
    • Apply interest tags

We have 24 automations available immediately and we’ll be adding more over time. If you have an idea for an automation that would be useful to you, let me know in the comments section.

This feature is part of the new Forms update so, if you have the new form builder, this feature will be showing up in your account soon. If you don’t have the Forms update and want this feature, logging into your account will give you the upgrade.

Using Recipes…

After you’ve selected an automation recipe by clicking on it, it is highlighted blue. When you click “Create,” that automation workflow is instantly added to your account.

The Import Wizard will take you through all the steps of customizing the automation to adapt it to your settings. For instance, it might ask you what email address you want emails to send from, or what tag it should look for at certain steps. After the import process is complete, you should go through and modify the content of any email templates.

And then you’re done. If you wanted to, you could make the automation active and you’ve got a newly automated component of your business in less than 10 minutes.

Note you can also mark favorites, so if you aren’t ready to implement something now, you can bookmark it and revisit it when it makes sense.

If you just want to create a blank automation, select “Start from Scratch.”

 

One More Big Announcement Coming Soon…

If pre-built automations interest you, you’ll want to pay attention here and on social. We’ve got an even bigger announcement coming soon… very similar to this one.

Follow us on Twitter and Facebook using the links below so you’ll know when it’s released…

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