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Pre-Assignment Email Series

How do you make sure contractors and team members are on the same page before an assignment begins? Share information and set expectations…
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Project Management

Fitness: Weekly Workout Email Series

Lots of your fitness contacts are trying to build a regular weekly workout habit, and a lot of them likely run into the same big problem –…
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Project Management

Determine Best Sales Drip

How do you measure sales email performance? How can you figure out which sales emails work best or which sales emails are better?The…
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Sales Automation

All Recipes

Showing 31-60 of 984 Automation Recipes

AC MP After Purchase Follow-up

This Automation sends three different emails after a new purchase is completed. You can use this recipe as an automation or just to use the…
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Marketing Automation

AC MP Contacts Cleaner Part 1

This is the first part of the AC Cleaner automation. The automation checks when was the last time contacts were engaged.Use the second part…
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Project Management

AC MP Contacts Cleaner Part 2

This is the second part of the AC Cleaner automation. This automation moves contacts unengaged for 90 days or more to a list that can be…
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Project Management

AC MP Ecommerce Welcome Series

Use this recipe to send welcome emails to contacts who have just joined your e‑commerce. The automation sends three different emails:1.-…
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Marketing Automation

AC MP Engagement Tagging Part 1

This automation segments your contacts based on their engagement level determined by some editable conditions.The automation uses 2 phases:…
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Marketing Automation

AC MP Engagement Tagging Part 2

This is the second part of the AC MP Engagement Tagging”. This part sets the tagging to run once a month, meaning the engagement tagging…
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Marketing Automation

AC MP Last Engaged Date Part 1

This recipe is part 1 of AC MP Last Engaged Date. It uses a simple automation to update a custom Last Engaged field so you can know exactly…
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Marketing Automation

AC MP Last Engaged Date Part 2

This is the second part of the AC MP Last Engaged Date” recipe. It segments contacts to send different emails according to their last…
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Marketing Automation

AC MP Memberium Lost Password

This automation sends a notification after contacts reset their Memberium passwords.You need to enable the automation from your Memberium…
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Marketing Automation

AC MP Memberium Password Generator

This automation generates a password and sends it to contacts that have signed up to your Memberium website. After the password is…
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Sales Automation

AC MP Product Interest Tagging Part 1

This Automation tags your contact’s interest in your product according to recency; if they were interested within the last 7, 14, 21, 28…
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Marketing Automation

AC MP Product Interest Tagging Part 2

This is the second part of the AC MP Product Interest Tagging” recipe. It ends and enters part 1, so it maintains a loop. Use this second…
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Marketing Automation

AC MP Product Interested Targeted Follow-up

This recipe sends three different emails to contacts interested in your products within the last seven days. Its purpose is to encourage…
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Marketing Automation

AC MP Webinar Sequence

The webinar sequence automation sends a sequence of emails as webinar reminders. It sends four different emails:1- Ten days before the…
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Marketing Automation

AC MP Welcome Series

Use this recipe to welcome your new subscribers and import three welcome email templates to use in any of your campaigns. The welcome…
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Marketing Automation

Accessory Upsell After Purchase

A contact buys from you, maybe multiple times. But you know that there’s more to add to their purchases that they would love to…
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Sales Automation

Accounting: Expense Reimbursement

What’s the one thing everyone is precious about?Money! This can be especially true when someone is expecting to be reimbursed for money…
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Project Management

Accounting: Paperwork Submission Reminder

What’s the biggest holdup for getting work done?Waiting for all the proper paperwork so you can get started on assisting your clients. You…
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Project Management

Accounting: Qualified Lead Upsell

How can you increase upsell conversions?Make sure the contact is qualified for the upsell. Instead of just sending a blanket upsell email…
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Sales Automation

Accounting: Virtual Meeting Follow-up

You’re meeting with a contact, everything is going great, you discuss next steps. Then you don’t hear from them. What happened?You didn’t…
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Project Management

Add a Note When Deal Value Changes

Sales processes are streamlined and efficient, but one of the reasons we still need a personal touch is because they are subject to change.…
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Project Management

Add an Account Note When Contact Field Updated

Account management is tricky. You have multiple contacts all assigned to an account, all with their own information. See, tricky! But what…
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Project Management

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