Eventbrite: Post-Event Follow-Up
You just had a fantastic event and drummed up a lot of interest in your business. Great job! But this is no time to take it easy. Now is…
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Marketing AutomationAll Recipes
Showing 301–330 of 984 Automation Recipes
Expired Trial Email
“Your free trial has expired.“Contacts get this free trial expiration email and do 1 of 2 things:1. Become a paid customer2. Say goodbyeBut…
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Sales AutomationFacebook 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 ManagementFacebook 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 AutomationFacebook Custom Audience Retargeting
Keep your contacts up to date with your latest offers and promotions. When your contacts visit your blog, they will get added to your…
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Marketing AutomationFacebook Custom Audience Salesforce Alignment
Do you want to make sure your sales leads receive the right social messaging based on their place in your sales process? Do you want…
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Marketing AutomationFacebook Custom Audiences for Accessory Upsell
Automated emails for upselling and cross-selling other products and services are great. But your email contact list is not the only place…
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Sales AutomationFacebook Lead Ad Form: Personalization Follow-up
When a contact submits a form, it pays to be personal. Instead of just sending a typical “Thank you for your response” email, use…
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Marketing AutomationFacebook 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 AutomationFacebook 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 AutomationFailed 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 ManagementFeedback Survey from Power Users
The benefits of customer feedback are numerous. But what type of feedback is more useful to your business? — Feedback from a one-time user?…
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Customer SupportFinance: 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 ManagementFinance: Discuss Financial Wellness on Poor or Fair Credit
What’s the first step towards getting better credit?Giving your contact’s the knowledge to improve their credit financial wellness is key…
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Customer SupportFinance: Financial Wellness Webinar Invitation When Tagged With Poor Credit
What’s the first step towards getting better credit?Giving your contact’s the knowledge to improve their credit financial wellness is key…
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Sales AutomationFinance: 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 ManagementFinance: 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 ManagementFinance: Set Task To Reach Out On Exceptional Credit Score
Is there anything better than working towards and achieving great credit?Your contacts can now get better rates on any financial agreements…
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Sales AutomationFIRST OPEN for the LITE plan
When did a contact open an email (any email) from you for the first time ever? This automation will tell you!The automation saves the date…
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Marketing AutomationFirst Purchase Anniversary
Who doesn’t love celebrating an anniversary?For your ecommerce business, a great date to celebrate this is when your contact becomes a…
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Marketing AutomationFirst Time vs. Repeat Customer Thank You Email
As an ecommerce business, a “thank you for your purchase” email is a critical piece of your ecommerce email marketing strategy. But how can…
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Customer SupportFirst-Time Abandon Cart Hook
Abandoned carts — every online business deals with them. They are inevitable, but that doesn’t mean that you can’t save a few here and…
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Sales AutomationFitness Club Trial Onboarding Sequence
A free trial is a great way to get new contacts familiar with your fitness program and incentivize them to stay on as a permanent customer.…
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Sales AutomationFitness 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 ManagementFitness: 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 ManagementFitness: Info Request Form Submission
Sometimes a contact is interested, but needs a little information before making a commitment to your business.An info request form exists…
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Marketing AutomationFitness: 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 ManagementFitness: Offsite Form Submit
Let’s say you’re a fitness business, and you host an event in the park. It’s the perfect time to get to know future contacts in person and…
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Sales AutomationFitness: 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 ManagementFitness: 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
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