Gated Content Delivery and Deal Creation
Use this automation to deliver gated content to new contacts and create a deal in your CRM — all with one automation.What is gated…
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Marketing AutomationAll Recipes
Showing 361–390 of 984 Automation Recipes
Gather customer feedback and online reviews with SMS text message requests
Leverage this automated workflow from MessageMedia to gather essential feedback from your customers including:- Sales experience feedback-…
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Marketing AutomationGather Feedback After Purchase Automation
What are your methods of obtaining customer feedback? How do you gather customer feedback after they make a purchase? What are some…
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Customer SupportGeburtstags- und Jubiläums-Gutschein-E-Mail
Hätten Sie gerne, dass sich Ihre Kunden ganz besonders und gewürdigt fühlen? Dann fügen Sie Ihrer Coupon-Marketingstrategie diese…
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Marketing AutomationGenerate Contract with Formstack Documents
Formstack Documents allows you to automatically generate all types of documents from your ActiveCampaign account and deliver them via…
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Marketing AutomationGet Contract eSigned
Automate your entire legal document collection process using ApproveMe’s WP eSignature Plugin, Your WordPress Website and ActiveCampaign…
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Marketing AutomationGoogle Contacts: Add a contact when goal is achieved
What is a qualifying event?A qualifying event is an action taken by a contact you have defined as important. Using ActiveCampaign’s goal…
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Marketing AutomationGoogle Contacts: Add contact when lead score reaches threshold
Do you organize your contacts all the same?Your contacts are unique and they take unique actions all the time. Contact scoring helps users…
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Marketing AutomationGoogle Contacts: Add contact when they subscribe to list
Who hates not having all the data on a contact when you need it?I’m going to assume you all raised your hands because it’s important that…
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Marketing AutomationGoogle Contacts: Add/Update contact when a purchase is made
How do you turn a customer into a repeat customer?Realizes when a customer has made a purchase is a pivotal moment in communication. They…
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Marketing AutomationGoogle Contacts: Add/Update contact when they are tagged as highly engaged
Who are your best customers?It’s always good to know how engaged the contact you’re talking to is. Highly engaged users tend to be more…
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Marketing AutomationGoogle Contacts: Add/Update contacts when tagged as unengaged
Have you ever been talking to someone and you get the feeling that they’re losing interest?It’s always good to know how engaged the contact…
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Marketing AutomationGoogle Contacts: Update contact when deal stage changes
At what point do you start to seal the deal?When a deal reaches a certain stage in your pipeline, it’s a good idea to make sure you’re…
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Marketing AutomationGoogle Contacts: Update contact when form is submitted
When do you stop learning about contacts?I fully admit that was a trick question. You never stop learning about your contacts. Situations…
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Marketing AutomationGoogle Contacts: Update contact when they unsubscribe from list
Have you ever been talking and someone randomly changes the subject?It’s important to communicate to contacts with subject matter they have…
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Marketing AutomationGoogle Sheets: Add Deal Info to Google Sheets CRM
Keep track of your sales pipeline with ActiveCampaign’s free Google Sheets CRM template — and this automation. If you’re using…
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Sales AutomationGoogle Sheets: Add Deal to Google Sheets CRM from Qualifying Event
This automation helps you make sure every contact in your Google Sheets CRM spreadsheet is qualified. ActiveCampaign’s free Google Sheets…
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Sales AutomationGoogle Sheets: Create In-Person Event Attendance Sheet
How can you track attendees to an in-person event?One of the best ways is to go analogue by having an actual attendance sheet that you can…
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Project ManagementGoogle Sheets: Custom Contact Reporting for Google Sheets
This automation lets you create and run powerful reports in Google Sheets based on your contacts’ behavior. Combined with ActiveCampaign’s…
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Project ManagementGoogle Sheets: Track Contact Re-engagement
Reach out to contacts who haven’t engaged with your email marketing in awhile — then track whether they engage with your re-engagement…
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Project ManagementGoogle Sheets: Track Giveaway Entries
Running a giveaway is a great way to reward your contacts and capture more leads. This automation lets you automatically track giveaway…
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Project ManagementGoogle Sheets: Track Potential Advocates
What’s your marketing secret weapon?It’s your contact’s word of mouth. Knowing which contacts are already sharing your brand with their…
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Marketing AutomationGoogle Sheets: Track Webinar Registrations
Use ActiveCampaign and Google Sheets to track and confirm registrations for your webinar. This automation lets you:- Create an entry for…
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Marketing AutomationHackathon — Abandoned Cart
Recommended 3‑step abandoned cart automation (including site messages!). This email. This tried to engage the customer to purchase what is…
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Marketing AutomationHackathon — Welcome Series
Once a customer signs up through an AC form the welcome series will provide a sequence of emails to welcome the customer, get more detail…
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Marketing AutomationHealthcare: Appointment Reminder and Post-Appointment Feedback
“When’s my appointment again?“How many times have you had to answer this for contacts? Or even worse, followed up with a contact who didn’t…
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Project ManagementHealthcare: Clerical Complaint Notification
What happens if a contact has a negative experience during an appointment?If there is no way to communicate this with the appropriate team,…
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Customer SupportHealthcare: Create Task To Send Post-Appointment Information
When a contact comes in for an appointment, they are given a lot of information, but what happens when they leave?Prescription information,…
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Project ManagementHealthcare: Interest Based Marketing Segmentation
Contacts respond best to information they feel pertains to them, so why not segment them by this information?When a contact submits your…
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Marketing AutomationHealthcare: Invitation to Patient Portal
What happens after your first visit to a new doctor?Many healthcare facilities now have online portals where their patients can get vital…
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Project Management
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