This follow-up email journey post-sales call, is designed to invite customers to explore the knowledge base, provide feedback, and consider upsell opportunities.

After Sales Follow-up

This journey template automates sending personalized birthday emails with exclusive offers.

Birthday Coupon Journey

This journey template sends personalized SMS messages offering exclusive discounts or promotions to customers on their birthday, with a follow-up SMS if no order is placed.

Birthday SMS

A playbook template for onboarding course buyers provides a streamlined process with welcome messages, course access instructions, and key resources. It includes engagement tips, sets expectations for progress, and ensures customers feel supported from the start.

Course Purchased and Course Onboarding Playbook

Automatically streamline form submissions: create a Pipedrive lead, assign it to the right team member, add a deal, schedule a follow-up call, and notify the sales team via Slack.

Deal Created from Form Submission

Expired trial email sequence

Expired trial journey

Journey template triggered by knowledge base visits, sending tailored emails based on chat interaction: additional resources for engagement or further assistance for no interaction.

Knowledge Base Page Visit Follow Up

Marketing Nurture

This journey targets trial customers who frequently visit the knowledge base, sending a series of emails inviting them to schedule an onboarding session. The emails offer personalized support, highlight key benefits, and encourage engagement to increase the likelihood of conversion to a paid plan.

Onboarding Assistance for Trial Users in Need

This automation journey notifies customers when their order has been cancelled, provides the reason for cancellation, and offers easy steps to reorder. It includes a friendly follow-up reminder if the customer has not yet placed a new order, ensuring a seamless reordering experience and continued engagement.

Order Cancellation Notification & Reorder Assistance

This journey automation sends targeted webinar emails based on a specific custom field. It personalizes invitations, reminders, and follow-ups to ensure relevant messaging for each recipient, increasing engagement and attendance.

Personalized Webinar Email Journey Based on Custom Field

This automated email journey builds anticipation with prelaunch reminders, announces the product on launch day, and follows up with thank-you emails for buyers or targeted nudges for non-buyers to drive conversions.

Product Prelaunch Countdown

Automated SMS reminder journey template for upcoming webinars, designed to ensure timely attendee notifications and improve engagement.

Webinar SMS Reminders

Non-profit organizations can use this journey template to welcome new subscribers and encourage  donations.

Crisini HongTemplates

Ortto Customer Support Representative

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