Beta 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…
Built by ActiveCampaign
Project ManagementAll Recipes
Showing 1–27 of 27 Automation Recipes
Beta Program Messaging Workflow
How often should you check with your contacts testing out your exciting, new feature?When a contact enters the beta period, there is no…
Built by ActiveCampaign
Project ManagementBeta Program Opt-in Flow
Beta programs are hard work with a lot of processes to keep track of, so why not automate the processes?Allowing an audience to try out a…
Built by ActiveCampaign
Project ManagementBeta Program Participant Qualification: Part 1
Who’s the best fit for your beta program?There is a reason people run a beta period for an upcoming feature. A new experimental feature…
Built by ActiveCampaign
Project ManagementBeta Program Participant Qualification: Part 2
Who’s the best fit for your beta program?There is a reason people run a beta period for an upcoming feature. A new experimental feature…
Built by ActiveCampaign
Project ManagementBeta Program: Add Trackable Dates
Isn’t it great when everything runs like clockwork?Tracking the dates of your beta program in ActiveCampaign provides a number of benefits.…
Built by ActiveCampaign
Project ManagementBlack Friday: Trial Upgrade Flow
Someone signs up for your trial, uses it, but life gets busy and they don’t convert. It could be for a million reasons. What do you do?Let…
Built by ActiveCampaign
Marketing AutomationBonjoro video: Activate new customers by sending a personal welcome video
Struggling to get new customers truly active with your product or course?This recipe lets you send personalised welcome videos to new…
Built by ActiveCampaign
Sales AutomationBonjoro video: Get more cancelled customer surveys by sending a personal video
Knowing why customers cancelled is so important to improving your offering. But what if no-one actually takes the time to give you useful…
Built by ActiveCampaign
Marketing AutomationBonjoro video: Reduce demo “no-shows” by sending a personal video before the event
You know that thing where a prospect books a demo with you, then they go AWOL on the day? This recipe puts an end to demo no-shows, by…
Built by ActiveCampaign
Marketing AutomationCustomer Survey for Inactive Users
You might think that an inactive user has nothing to say about your product. After all, they’re inactive. If they wanted to talk about it,…
Built by ActiveCampaign
Customer SupportExpired Trial Email
“Your free trial has expired.“Contacts get this free trial expiration email and do 1 of 2 things:1. Become a paid customer2. Say goodbyeBut…
Built by ActiveCampaign
Sales AutomationFeedback 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?…
Built by ActiveCampaign
Customer SupportFree Trial Email Series
It’s like the old saying, “you never know until you try.“A lot of contacts might need exactly what you have to offer, but without…
Built by ActiveCampaign
Sales AutomationIncentive Delivery When Beta Finished
Why just say thank you when you can give a gift?Providing an incentive for contacts to sign up for your beta program can help make sure you…
Built by ActiveCampaign
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…
Built by ActiveCampaign
Project ManagementMultimedia Pack: Choose Your Own Multimedia Tagging for Web Personalization
This automation identifies the preferences of each contact submitting your multimedia preferences form and tags them based on their…
Built by ActiveCampaign
Sales AutomationMultimedia 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…
Built by ActiveCampaign
Sales AutomationMultimedia 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
Sales AutomationMultimedia 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…
Built by ActiveCampaign
Sales AutomationNew 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…
Built by ActiveCampaign
Marketing AutomationNotify Support When Beta User Has Issues
While we would love for everything to go as planned, how often have you been in a situation where a small hiccup can cause a big…
Built by ActiveCampaign
Customer SupportPost-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.…
Built by ActiveCampaign
Marketing AutomationProduct Fit Onboarding Survey
Forbes says it only takes 7 seconds for someone to decide how they feel about you. First impressions matter.The product fit onboarding…
Built by ActiveCampaign
Customer SupportSend A How-To Video Upon Beta Acceptance
Have you ever misunderstood instructions before?It happens all the time, so why wouldn’t it happen to some of your contacts in your beta…
Built by ActiveCampaign
Project ManagementSend Slack When Beta User Has Issues
While we would love for everything to go as planned, how often have you been in a situation where a small hiccup can cause a big…
Built by ActiveCampaign
Customer SupportTrial Expiration Survey and Reactivation
Does a contact letting a trial expire mean they’re not interested?Not necessarily. Limited-time trials are a great opportunity for contacts…
Built by ActiveCampaign
Project Management
We’re here to help
Ready to take ActiveCampaign for a spin?
Try it free for 14 days.
