- Automation Recipes
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Showing 271–300 of 383 Automation Recipes
Use this automated workflow from MessageMedia to reduce abandoned cart rates and encourage customers to complete their purchases to…
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Marketing AutomationReminder To Update Open Support Tickets
What’s worse than a support ticket falling through the cracks?Not much, honestly. Your contact is already experiencing an issue and not…
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Project ManagementResponse 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 ManagementReview Deal Record When Task is Completed
Here at ActiveCampaign, we’re experts on automation and we know you can’t have good automation without the human touch side of the…
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Project ManagementReward Contact on Feedback Submission
Asking contacts for feedback is a great way to build your business. But are you offering your contacts something in return?By offering a…
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Marketing AutomationReward Contacts Upon Course Completion
What’s better than contacts signing up for your courses?Your contacts completing those courses! Incentivize or surprise your contacts by…
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Project ManagementRicetta di automazione “Aggiungi punti per l’apertura delle email”
Misurare il grado di coinvolgimento delle email è importante. Ti fa capire chi tra gli iscritti alla tua mailing list vuole continuare a…
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Project ManagementRicetta di automazione “Avviso mancata chiusura dell’offerta di vendita”
Hai il tuo piano di lead nurturing e, di conseguenza, una data di chiusura prevista per l’offerta di vendita, ma spesso le cose non vanno…
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Project ManagementRicetta di automazione “Data di ultima interazione del contatto”
Sei alla ricerca di un metodo semplice per monitorare il livello di interazione dei tuoi contatti email? Vuoi scoprire chi ha interagito di…
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Project ManagementRicetta di automazione “Flusso promemoria per Webinar o Eventi”
Vuoi inviare un’email di promemoria qualche giorno prima di un webinar e ricontattare i partecipanti al termine della sessione? Grazie a…
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Marketing AutomationRicetta di automazione “Incentivi alla condivisione sui social delle campagne email”
Questa ricetta di automazione ti permette di inviare automaticamente un’email con coupon o altre offerte per premiare i contatti che…
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Project ManagementRicetta di automazione “Notifica di controllo metriche dell’offerta persa”
Triste ma vero, non si ha sempre successo. A volte, indipendentemente dai tuoi sforzi, non riesci a vincere un’offerta. E sì, le…
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Project ManagementRicetta di automazione “Notifica di controllo metriche dell’offerta vinta”
È il momento che stavi aspettando: un contatto ha tagliato il traguardo della tua pipeline di vendita e può essere ufficialmente dichiarato…
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Project ManagementRicetta di automazione “Sincronizza campi dell’offerta dai campi personalizzati del contatto”
Se dovessi scegliere, preferiresti:- Scrivere la tua lista giornaliera delle cose da fare…- Passare la metà del tuo tempo ad aggiornare…
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Project ManagementRicetta di automazione “Sincronizza offerte dall’invio di un modulo”
Quando qualcuno invia un modulo al tuo sito, puoi usare le informazioni che ricevi in molti modi. Ma non c’è motivo di sottrarre tempo agli…
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Project ManagementRicetta di automazione “Sposta offerta allo stadio successivo a compito completato”
Automatizza lo spostamento delle offerte nella pipeline di vendita grazie a questa automazione. Non appena un compito viene segnalato come…
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Project ManagementSales Engagement Threading: Deal Outreach
When a prospect has become a deal, you know they’re ready to start chatting with your team about what your business can provide. With our…
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Project ManagementSales Engagement Threading: Free Trial Offer
You have a new lead who’s expressed interest in your business, now’s a great time to offer them a free trial and set them up for success.…
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Project ManagementSales Engagement Threading: Post-Event Deal Outreach
You just had an event and now you want to ensure you follow up with your new leads to keep the excitement and interest going. With our new…
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Project ManagementSales Engagement Threading: Pre-Event Email Series
You’re having an event soon and want to provide valuable information to leads who will be attending. With our new sales engagement…
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Project ManagementSales Engagement Threading: Prospect Outreach
Every good salesperson will tell you that you need a good outreach series to new prospects to inform them about your business and build…
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Project ManagementSales Engagement Threading: Site Tracking Follow-up
A prospect or deal visiting your site is one of the biggest indicators of interest and one of the best times to reach out while your…
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Project ManagementSales Engagement: Post-Conversion Check-in
Your deal was won! Throw the confetti and celebrate, right? Well, yes, but also ensure you have a good follow-up email to check in and make…
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Project ManagementSales Engagement: Post-Meeting Outreach
A lot of people think of sales as just getting you to pick up the phone and listen to the pitch or watch the demo, but that’s usually just…
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Project ManagementSales Engagement: Pricing Inquiry Outreach
When a contact submits a form for a quote or to know about your service and pricing, this is a great indicator that they are a hot lead.…
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Project ManagementSalesforce Contact Creation On Visit To Important Page
Site tracking is a powerful sales tool. It lets you know when a contact has been visiting pages and deliberating a purchasing decision.…
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Project ManagementSalesforce Contact Creation Upon Link Click
There are a number of actions your contacts can take to indicate a purchase interest. And you most likely link to these qualifying events…
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Project ManagementSalesforce Engagement Sync
Are you looking for a way to track a contact’s engagement level in Salesforce? Do you want to segment your contacts based on their level of…
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Project ManagementSalesforce Lead Scoring
What do you do if you have an engaged contact that hasn’t yet taken a qualifying action to become a lead in Salesforce?We said this…
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Project ManagementSalesforce New Contact Outreach and Notification
Getting a new deal in your pipeline is a reason to celebrate! A new contact who is interested in working with you or making a purchase…
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