Automation Recipes

Multimedia Pack: Individual Sales Rep Talk to Someone Request — Bonjoro Integration & CRM Updates

This automation supports a single-person sales team and adds new contacts to Deals and updates existing Deal record owners with new tasks…

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Multimedia Pack: Subject Landing Page For Tagging

This is meant to be a valuable resource for a company to place various forms of media about a single subject on a single landing page. The…

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Multimedia Pack: Talk to Someone Sales Request — Bonjoro Integration & CRM Updates

This automation supports a multi-person sales team and adds new contacts to Deals and updates existing Deal record owners with new tasks to…

Built by ActiveCampaign

Multimedia Pack: Welcome Email Post Form Submission

The goal of this automation is to send a personalized welcome message to contacts who have identified a specific type of multimedia…

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Nachverfolgung nach dem Kauf

Video-Überblick und Vorstellung der VorlageNachdem ein Kontakt ein Produkt bei Ihnen gekauft hat, können Sie eine automatisierte…

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Customer Support

New Member Welcome & Onboarding Sequence Automation

This new member welcome and onboarding automation consists of 7 pre-written emails that you can swipe to use for your own online course or…

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New Salesforce Contact Slack Notification

Automating your sales process is a wonderful thing. It keeps things moving and allows for automatic updates and a seamless process. But…

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New User Check-List

“What should I do to get started?“Chances are, you’ve heard a variation of this from new users who have started using your software. They…

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New Volunteer Thank You And Notification

Raise your hand if there’s never enough hands for the work that needs to be done.With so many events and limited staff, this can be a…

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New vs. Repeat Customer Post-Purchase Follow-Up Email

How do you follow up with customers after a purchase from your online store? Is your follow-up personalized based on their customer status?…

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Customer Support

New Year Re-engagement Campaign

When is the ideal time to reconnect with unengaged contacts?One great option is at the start of a new year. You have recapped information…

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New Years Resolution Targeted Marketing

What can your contact’s New Year resolutions tell you as a business?They tell you what is top of mind for your contact. It’s a way of…

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Nimble: Create record upon subscription

When should you start tracking deals?From the start of your contact’s journey with you. Your contacts are new to you and eager to learn all…

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Nimble: Create record when a goal is achieved

What qualifies a lead?In every industry, there are actions contacts take that let you know they are considering making a purchase. This is…

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Nimble: Create record when a lead score threshold is reached

How do you know when a contact is ready to be a lead?Sending offers to your contact base at all times would negatively impact your list…

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Nimble: Create/update a record on visit to a specific page

What can a page visit tell you about a contact?Knowing which pages your contacts are going to on your site is vital information to have.…

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Nimble: Create/Update record when a form is submitted

When do you stop learning about a contact?The answer is never. Your contacts’ needs and wants change over time. Having forms that capture…

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Nimble: Opt-in Incentive Delivery and Deal Creation

When’s the best time to start tracking potential deals?The answer is from the very beginning. Keeping track of what qualifying actions…

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Nimble: Update record upon unsubscribe

What’s an embarrassing moment you’ve had?It could be the wrong thing said over dinner or perhaps a disagreement with family around the…

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Nimble: Update record when tagged as highly engaged

What’s one of the most valuable metrics to your sales team?Engagement. How often a contact is interacting with your communication efforts…

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Nimble: Update record when tagged as unengaged

What’s one of the most valuable metrics to your sales team?Engagement. How often a contact is interacting with your communication efforts…

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Notificación cuando una oportunidad de venta no se cerró — Receta de automatización

Tienes un plan de cuidado de prospectos y todo conduce a una fecha de cierre prevista de tu oportunidad de venta, pero a veces las cosas no…

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Notificación de revisión de estadísticas de oportunidad de venta ganada — Receta de automatización

Llegó el momento que estabas esperando: un contacto llegó al final de tu embudo de ventas y se le puede declarar oficialmente una…

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Notificación de revisión de estadísticas de oportunidad de venta perdida — Receta de automatización

“No se puede ganar siempre” es una expresión muy común y muy cierta. A veces, no es posible ganar una oportunidad de venta por mucho que lo…

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Notificar quando um negócio de vendas não for encerrado — Receita de automação

Você tem seu plano de nutrição de leads e tudo leva a uma data antecipada de encerramento do acordo de vendas. Mas, às vezes, as coisas não…

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Notificar revisão de métricas de negócio ganho — Receita de automação

É o momento que você tanto esperava. Um contato cruzou a linha de chegada de seu funil de vendas e pode oficialmente ser declarado como um…

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Notificar revisão de métricas de negócio perdido — Receita de automação

“Não se pode ganhar tudo”. É uma expressão comum e verdadeira. Às vezes, por mais que você tente, ganhar um negócio é simplesmente…

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Notification en cas de non-conclusion d’une vente

Vous avez un plan de fidélisation des leads et tout cela conduit à une date de conclusion de l’offre de vente prévue. Mais tout ne se passe…

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Notify On Long Term Contact Anniversary

How do you greet an old friend? Why not celebrate your time with contacts or customers the same way?Contacts who have spent a significant…

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