
- Automation Recipes

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 AutomationAll Recipes
Showing 1–30 of 73 Automation Recipes
Author: Upcoming Writing Workshop Text Reminders
Have you ever signed up for an event, got excited, only to look at your calendar and realize you missed it?Maybe you got the date wrong…
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Project ManagementAutomatically send an SMS message using Twilio on a specific date
How can you follow up automatically on a contact’s birthday? Or a contact’s anniversary with your business? Or 2 weeks before your…
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Marketing AutomationAutomatically send an SMS message using Twilio when a contact subscribes to a list
What if you could send a text message after someone subscribes to a list?When someone gets added to a list in ActiveCampaign, you may want…
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Marketing AutomationAutomatically send an SMS message using Twilio when a deal stage changes
How can you follow up with prospects at the right moment?The ActiveCampaign CRM lets you keep track of contacts where they’re at in your…
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Sales AutomationAutomatically send an SMS message via Twilio when a contact unsubscribes
Using Twilio’s native integration with ActiveCampaign, you can automatically send a text message when a contact unsubscribes from a…
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Project ManagementBeta Program Kick-off Messaging
A journey of a thousand miles starts with a single step, so why not start your program with significant kick off messaging?Beta program…
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Project ManagementBlack Friday: SMS Drip
With so many different black friday emails going into everyone’s inbox every year, how can you cut through the noise?By going directly into…
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Marketing AutomationBlack Friday: Thank You On Purchase & Upsell
Did I get everything I needed?This question plagues anyones who makes a purchase during a sale. They want to make sure they took full…
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Sales AutomationCollect customer feedback and online reviews by sending SMS text message
Use ClickSend SMS requests to gather customer feedback and online reviews. It’s a convenient and direct method, leading to higher response…
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Sales AutomationCollect customer feedback and online reviews by sending Text SMS message
Automatically send SMS messages through Guni SMS to collect customer feedback and online reviews. This recipe helps you gather valuable…
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Sales AutomationEventbrite: 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 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 SupportGather 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 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 ManagementHoliday Promo: Send an SMS text message with a holiday promo when a contact subscribes to holiday newsletter
With the holidays right around the corner, we know you’ve been working hard on those holiday specials and newsletters! Whether your retail…
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Marketing AutomationLoan Renewal Reminder Automation
Summary/Results/BenefitsThe loan renewal reminder automation is designed to notify a customer of their loan expiry, one month prior. This…
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Marketing AutomationProvide SMS text message reminders for your webinars, virtual conferences, and other events
Leverage this automated workflow from MessageMedia to remind your customers about upcoming: — Webinars — Virtual and in-person conferences-…
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Marketing AutomationReal Estate: Home Showing Reminder
Have you ever had a real estate prospect miss a house showing? Are you interested in how to get more showings on your house? Send automatic…
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Project ManagementReduce cart abandonment rates with SMS text message reminders
Use this automated workflow from MessageMedia to reduce abandoned cart rates and encourage customers to complete their purchases to…
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Marketing AutomationRequest Feedback on Purchase
Allow customers to rate their customer experience 7 days after their purchase via SMS using the FoneDynamics messaging…
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Marketing AutomationSakari: Send SMS text message when contact submits a form
When a contact fills out a form on your website requesting more information about your service or product, how can you ensure that your…
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Marketing AutomationSend a ClickSend SMS confirmation when Typeform submitted
Whether your customer could be responding to an event, answering a survey, placing an order or opting into your marketing list, send them…
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Project ManagementSend a Guni SMS confirmation when any form submitted
Automatically send a confirmation SMS through Guni SMS when any form is submitted on your website or platform. This recipe ensures instant…
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Project ManagementSend a text message using ClickSend SMS after a contact reaches a certain score
Reach out a customer that is ready to buy using ClickSend SMS.With Contact Score trigger, you can automatically send SMS when a contact…
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Project ManagementSend a text message using ClickSend SMS on contact’s birthday
Stay in touch to your contacts by sending your birthday greetings on time through ClickSend SMS.
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Sales AutomationSend a text message using ClickSend SMS when a contact subscribes to a list
Manually following up with every subscriber is tiring. Now with this Automation, you can now automatically send an SMS to every contact…
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Marketing AutomationSend a text message using Guni SMS after a contact reaches a certain score
Automatically send a personalized text message through Guni SMS when a contact reaches a predefined score threshold. This recipe enables…
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Marketing AutomationSend a text message using Guni SMS on contact’s birthday
Automatically send a heartfelt birthday message through Guni SMS to contacts on their special day. This recipe helps you strengthen…
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Sales AutomationSend a text message using Guni SMS when a contact subscribes to a list
Automatically send a personalized text message through Guni SMS when a contact subscribes to a list. This recipe helps you welcome new…
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Marketing AutomationSend an automated SMS message on a specific date using ClickSend SMS
Sending text messages is a fast way to stay in touch with your customers and members. You can send them reminders, birthdays, work…
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