Working with templates
Ready made workflows that you can use anytime you want. A real time-saver!
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- How to link templates together? Video
- How to use templates to build workflows?
- Which workflow templates are available in my plan?
Abandoned cart
Check how to build workflows based on templates for abandoned cart scenarios.
- What are the Abandoned cart templates used for?
- Abandoned cart series
- Time-sensitive reminder
- Abandoned cart reminder
Affiliate marketing
Check how to build workflows based on templates for affiliate marketing scenarios.
- Affiliate welcome message
- Tagging affiliate contacts
- Affiliate online course
- Affiliate course promotion
- Affiliate webinar promotion
- Scoring affiliate contacts
- Affiliate cross-selling
Engagement and retention
Check how to build workflows based on templates for engagement and retention scenarios.
- What are the Engagement and retention templates used for?
- Christmas engagement
- Customer retargeting
- Rewarding loyal contacts
- Contact retargeting
- List cleaning through tags and scores
- Win back
Lead qualifying
Check how to build workflows based on templates for lead qualifying scenarios.
- What are the Lead qualifying templates used for?
- Basic tagging plan
- Basic scoring plan
- Tag contacts based on score
Online courses
Check how to build workflows based on templates for online courses scenarios.
- What are the Online courses templates used for?
- Upsell and cross-sell
- Milestone celebration
- Course progress reminder
- Reengagement campaign
Post purchase
Check how to build workflows based on templates for post purchase scenarios.
- What are the Post-purchase templates used for?
- Post-purchase follow-up
- Consent-based purchase confirmation
- Targeted post-purchase follow-up Video
Sales promotions
Check how to build workflows based on templates for sales promotions scenarios.
- What are the Sales promotions templates used for?
- Converting contacts to customers
- Early-bird sale
- Upselling
- Recommend top products
- Black Friday Early Bird Sale
- Black Friday Flash Sale
- Thanksgiving
Webinars and events
Check how to build workflows based on templates for webinars and events scenarios.
- What are the Webinars and events templates used for?
- Webinar promotion
- Post-webinar follow-up
- Birthday message
Welcome
Check how to build workflows based on templates for welcome scenarios.