- Automation Recipes
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Showing 1–30 of 137 Automation Recipes
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 AutomationAC 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 AutomationAccounting: 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 ManagementAccounting: 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 ManagementAccounting: 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 ManagementAcompanhamento de atendimento ao cliente — Receita de automação
O momento em que você ajuda a fechar um ticket de suporte ao cliente desperta uma ótima sensação. O problema é resolvido, o cliente fica…
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Customer SupportAcompanhamento pós-compra — Receita de automação
Vídeo de visão geral e passo a passo da receitaDepois que um contato compra um de seus produtos, você pode começar uma sequência de…
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Customer SupportAfter Purchase Follow Up
Video overview and walkthrough of recipeAfter a contact purchases a product from you, you can begin an automated follow up sequence that…
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Customer SupportAuthor: 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 ManagementBasic Email Campaign Pack
This basic email pack includes designs created by the team at DigitalME.It includes the following templates:Abandoned cartBook a callForm…
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Marketing AutomationBeta 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 ManagementBeta 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…
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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…
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Project ManagementBlack Friday: Accessory Upsell
We’ve all been there. We buy an exciting new product or service during a big sale. Then you start to use it and realize to get the most out…
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Sales 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 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…
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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…
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Marketing AutomationBonjoro video: Thank your VIP Customers
What is the CLTV (Customer Lifetime Value) of your best customers? According to data from Shopify, the top 1% of eCommerce customers are…
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Marketing AutomationCalendly: Send Out Pre-Meeting Information
Make sure your contacts come prepared for their first meeting with this Calendly automation.When a contact books a meeting through…
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Customer SupportCalendly: Support Appointment Email Series
Create a better experience for your customers and your support team with this automation.When a contact books an appointment with your…
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Customer SupportChat Transcript Follow-Up
Imagine this: you have a live chat with a contact. They have a question, you talk, you send them some resources, and the chat ends. 2…
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Customer SupportCollect 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 AutomationConversations: Form Submission Support Ticket System
Did you know that you can use a form for more than just getting contacts subscribed to your list? You can also use it as a help ticket…
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Customer SupportCreate an Email Preference Center
As email marketers, we’re always looking for that elusive sweet spot: sending the right message at the right time to the right person. Get…
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Marketing AutomationCreate Google Contacts record when Calendly appointment made
Have you ever run late for a meeting?Running late, something coming up, and other issues can all occur and disrupt the best laid meeting…
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Project ManagementCustomer Service Follow-Up Message
The moment you help close a customer support ticket is a great feeling! The problem is solved, the customer is happy, and you’re happy.And…
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Customer SupportCustomer 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,…
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Customer SupportCustomer Win-Back A/B Split
When a customer cancels your service, it’s natural to want them back. A customer win-back email series is a good idea, but here’s a…
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Customer SupportCustomer Win-Back Email Series
Customers stop buying from businesses or cancel memberships for any number of reasons. And often, those reasons aren’t permanent…
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