Dynamics CXA Sales & Support Workflow
Why do contacts need to schedule appointments? They want to:- Get initial info about your business- Get help comparing product options…
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Sales AutomationAll Recipes
Showing 31–60 of 137 Automation Recipes
Education: Teacher/Administration PTO request
What’s an administrative task you wish you could automate?Chances are, you can. Take PTO requests, for instance. A staff member or…
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Project ManagementEmail Highly Engaged Customers For Feedback
Customer feedback is one of the best ways to identify the things you do well, and the areas that need improvement. Customer feedback points…
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Customer SupportEvent: Send Notification When Contact Has Question About Upcoming Event
Have you ever received a last minute question about an event? And didn’t see it until after the event?You can avoid these last minute…
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Customer SupportEvent: Send Slack When Contact Has Question About Upcoming Event
Have you ever received a last minute question about an event? And didn’t see it until after the event?You can avoid these last minute…
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Customer SupportEventbrite: Canceled Event Follow-up
When an event has to be canceled by the business hosting it, it’s considerate to offer a follow-up to contacts letting them know their…
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Project ManagementEventbrite: Event Cancelation Notice
When an event you’re hosting has to be canceled, it’s disappointing. But even more disappointing is if someone shows up to the event only…
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Project ManagementEventbrite: Event Refunded
Things come up and plans change. Someone excited for your event may no longer need to attend and request a refund. By automating a…
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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: 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: 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 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 SupportFitness: 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: 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 ManagementFitness: SMS Client Reminders
In day-to-day life, people are on the go. Sometimes we forget to check emails, or we silence calendar notifications. This means that a lot…
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Customer SupportFollow-up dopo l’acquisto
Panoramica video e dimostrazione della ricettaDopo l’acquisto di un prodotto da parte di un contatto, puoi avviare una sequenza di…
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Customer SupportForm Integration: Feedback Form Submission Follow-up
Show your contacts that you’re listening to their feedback with this automation. When a contact submits feedback, follow up with a thank…
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Customer SupportGather 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 SupportHealthcare: 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: 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 ManagementHealthcare: Pre-appointment Intake Form Flow
Who enjoys filling out your paperwork right when you get to your appointment?No one. And it’s not just a hassle for the contact coming in…
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Project ManagementHealthcare: Prescription Fulfillment Reminder
Appointment reminders are a great way to prepare clients for their healthcare journey, but are you also making sure to automate their…
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Project ManagementHealthcare: Survey Follow-up
How well does the average person know their health?You might be surprised by how many people don’t know the full extent of their unhealthy…
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Marketing AutomationHelp Document Visit Follow-Up Message
If a contact visits one of your help documents, they’re looking for answers. — How much does your service cost?- How does it work?- What…
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Customer SupportInvite To Join Community On Visit To Help Pages
Who makes the best community members?The answer is different depending on your business and needs, but two conditions that typically denote…
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Project ManagementInvite To Join Social Communities Based On New Year Resolutions
Who can help your contacts stick to their resolutions best?Other contacts with the same goal! Whether it’s working out more or learning…
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Marketing AutomationInvite Trial User to Appointment When Needing Assistance
Wouldn’t it be great to proactively offer assistance to contacts struggling with your product?With automation, you can. This provides a…
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Project ManagementMensaje de seguimiento de servicio al cliente — Receta de automatización
La sensación que produce ayudar a cerrar un ticket de atención al cliente es estupenda. El problema está resuelto y tanto el cliente como…
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