Parte 2: ricetta di automazione “Engagement Tagging”
I tag ti aiutano a mantenere organizzati i tuoi contatti. Quando sei in possesso di informazioni specifiche su qualcuno, puoi inviare…
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Project ManagementAll Recipes
Showing 211–240 of 383 Automation Recipes
Partie 1 : recette d’automatisation des tags d’engagement
Votre entreprise possède de nombreux clients, ce qui implique qu’il est clairement impossible pour vous de suivre votre avancée avec chacun…
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Project ManagementPartie 2 : recette d’automatisation des tags d’engagement
Les tags vous permettent de rester organisé dans la gestion de vos contacts. Plus les informations que vous avez sur une personne sont…
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Project ManagementPayPal: Fulfill Order When Order Succeeds
Who fulfills your product orders?For some companies, they use an internal team. Others use a third party fulfillment service. Regardless of…
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Project ManagementPayPal: Post-Purchase Feedback Survey
Who’s the best audience to give you feedback on your product?It’s contacts who have recently purchased your product and are the most likely…
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Project ManagementPipedrive: Create a record when a contact subscribes to your list
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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Project ManagementPipedrive: Create a 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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Project ManagementPipedrive: Create a record when a lead score threshold is met
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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Project ManagementPipedrive: Create deal on visit to 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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Project ManagementPipedrive: Create/Update a 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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Project ManagementPipedrive: Update contact record when field changes
Contact information changes all the time. Are you keeping up with the changes?You’re always finding out new information about your contacts…
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Project ManagementPipedrive: Update record when contact becomes 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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Project ManagementPipedrive: Update record when contact becomes 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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Project ManagementPipedrive: Update record when contact unsubscribes
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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Project ManagementPost-Beta Program Workflow
Why’s it always so hard to say goodbye?Instead, say thank you for your time to your contacts who have participated in your beta program.…
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Marketing AutomationPost-Project Feedback Request for Company
Asking for feedback can be hard — especially when you’re asking a client to give feedback on a contractor or temp. Collect post-project…
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Project ManagementPost-Project Feedback Request for Contact
How do you politely ask for a review after a project wraps up?Collect post-assignment feedback from contractors and team members with this…
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Project ManagementPostmark + Docusign: Send Signature Reminder
Do you hate having to keep track of who’s signed the paperwork they need to and manually following up with those who haven’t? We all do. So…
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Project ManagementPostmark + Mollie: Payment Failed Notification
Payments failing are a real pain, for you and your customers. If your customers don’t know the payment failed quickly, then they’re left…
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Project ManagementPostmark + Mollie: Payment Received
Don’t you love when the platforms you use play nice with each other? ActiveCampaign makes it easy – and automated too! We combine our…
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Project ManagementPostmark + Mollie: Refund Processed Notification
Handling refunds correctly can go a long way in creating a great customer experience. If you frustrate a contact during this process,…
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Project ManagementPostmark + Mollie: Subscription Canceled
When running a subscription based company, it’s vital to track who’s canceled their subscription for your reporting and to communicate this…
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Project ManagementPostmark: Eventbrite Event Refund Notification
If you’re selling tickets to your event, then it’s smart to have a refund policy in place. Sometimes people sign up for an event and are…
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Project ManagementPostmark: Eventbrite Event RSVP
Once a contact signs up for your event or webinar, it’s common courtesy to send a small email confirming their attendance and including the…
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Marketing AutomationPostmark: Order Confirmation
You’ve got great marketing ads. Your check out process is clear and drives lots of conversions. You’ve got your bases covered, right? Not…
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Project ManagementPostmark: RSVP confirmation
Once a contact signs up for your event or webinar, it’s common courtesy to send a small email confirming their attendance and including the…
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Project ManagementPre-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 ManagementPre-Event email series and Post-Event Follow-Up Sequence
What are your strategies to increase event attendance? Are you looking for new ways to increase attendance at events? What about event…
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Project ManagementPre-Webinar Reminder Drip and Post-Webinar Follow Up
How do you remind registrants to attend your webinar? How do you follow up with them once it’s over? Automate the entire process from…
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Marketing AutomationProject Management for Freelancers
In your freelance business, how do you keep your projects organized? What organizational tools for project management are the best for your…
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Project Management
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