- How to use templates to build workflows?
- Can I link templates together?
- Which workflow templates are available in my plan?
Welcome
- What are the Welcome templates used for?
- Welcome new contacts
- Simple welcome message
- Welcome new customers
- Consent-based welcome message
Lead qualifying
- What are the Lead qualifying templates used for?
- Basic scoring plan
- Basic tagging plan
- Add contacts to CRM pipeline
- Confirm CRM deal qualification
- Remove CRM deal from marketing list
- Tag contacts based on score
- Invite contacts to a demo
Engagement and retention
- What are the Engagement and retention templates used for?
- List cleaning through tags and scores
- Win back
- Contact retargeting
- Customer retargeting
- Rewarding loyal contacts
- Automate CRM pipeline management
Post purchase
- What are the Post-purchase templates used for?
- Post-purchase follow-up
- Targeted post-purchase follow-up
- Consent-based purchase confirmation
Abandoned cart
- What are the Abandoned cart templates used for?
- Abandoned cart reminder
- Abandoned cart series
- Time-sensitive reminder
Online courses
- What are the Online courses templates used for?
- Course promotion
- Basic email course
- Advanced on-demand course
- Post-course retargeting
Webinars and events
- What are the Webinars and events templates used for?
- Webinar promotion
- Post-webinar follow-up
- Birthday message
Sales promotions
- What are the Sales promotions templates used for?
- Upselling
- Converting contacts to customers
- Early-bird sale
- Recommend top products
- Thanksgiving
- Black Friday Flash Sale
- Black Friday Early Bird Sale
- Cyber Monday