Templates

Templates for marketing automation.

Capture new leads with SMS

Capture new leads using SMS and follow up on another channel such as email.

Capture leads from a form and send a follow up email

Follow up news leads after they submit a form on your website.

Track website and email engagement

Timestamp key website and email activities to understand how engaged your contacts are.

Send a gated piece of content

Capture a gated content form, send new leads the content to download and assign the leads.

Follow up new leads from a Typeform

Follow up new leads from a Typeform and find more similar leads using Facebook Ads.

Simple 30 day trial nurture

Activate and convert leads into customers during a 30 day SaaS trial.

Reach out to hot leads who visit your pricing page

When a prospect visits your pricing page more than once, automatically send them a sales outreach.

Assign LiveChat leads to sales

Make your live chat team more productive by using tags to start journeys.

Send an email newsletter

Send an email newsletter to a list and follow up people who don't open after the first send.

Capture and follow up leads from Facebook Lead Ads

Increase your conversion rate of leads from Facebook Lead Ads by automatically following them up.

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