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

This journey automation is designed to enhance responsiveness and feedback collection. It is triggered the moment a new conversation is opened. Once the conversation is assigned, the automation sends a Slack notification to the appropriate team based on the assignment, ensuring swift awareness and action. The journey then enters a timed evaluation phase, checking after 3 days whether the conversation has been marked as closed. If it has, the automation automatically enables a CSAT (Customer Satisfaction) widget to appear for the person who initiated the conversation, allowing them to share valuable feedback on their support experience.

Conversation Assigned Notification & CSAT Follow-up

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

The Webinar Reminder &amp; Lead Nurture Journey keeps registrants engaged with reminder emails one day and one hour before the event. Post-webinar, attendees receive the recording, blog content, and a case study. Non-attendees get the recording + demo invite and a case study. This streamlined journey nurtures leads with valuable content, guiding them toward conversion.

Facebook Ads: Webinar Event

This journey template automates the process of collecting and responding to Net Promoter Score (NPS) feedback from users who have visited the knowledge base. It triggers an NPS popup widget to capture their ratings and then tailors follow-up emails based on their responses. Promoters receive a thank-you message and a prompt to submit a review, while passives and detractors are sent emails requesting additional feedback to better understand their experience. This ensures timely and personalized interactions to improve customer satisfaction and optimize the knowledge base.

Knowledge Base NPS 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 ledger-type report provides a detailed record of recent Submitted Net Promoter Score (NPS) activity, capturing key data points for analysis and tracking. Each entry includes the time of submission, the respondent’s name, their associated organization, the NPS score given (typically 0–10), the resulting category (Promoter, Passive, or Detractor), and any open-ended answer or feedback provided. This format supports efficient review and insight gathering to better understand customer sentiment and engagement trends.

NPS - Recent Submissions

This report provides a visual snapshot of Net Promoter Score (NPS) results using a pie chart to clearly illustrate the distribution of Promoters, Passives, and Detractors. It offers a quick, at-a-glance view of overall customer sentiment, making it easy to identify loyalty trends and areas for improvement. Ideal for presentations or stakeholder updates, this template helps translate feedback into actionable insights.

NPS Results overview

This report template presents the Net Promoter Score (NPS) in a clear, metric-focused format, highlighting the overall score as a key performance indicator of customer loyalty. Designed for quick interpretation, it emphasizes the numeric NPS value along with contextual indicators such as goal benchmarks or trend comparisons from previous periods.

NPS Score

The NPS Metrics dashboard provides key insights into real-time customer sentiment by displaying the overall Net Promoter Score (NPS). It includes reports on the total number of NPS surveys submitted, overall results, a breakdown of promoters, passives, and detractors, and a trend report to track changes over time. Additionally, a live feed of recent survey responses, along with details of the respondents, offers deeper insights into customer feedback, helping businesses take informed action to improve customer loyalty.

NPS metrics

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