Marketing automation templates

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74
FinTech (Accounting & Financial)
17
Blogger & Influencer & Autor
2
E-commerce & Retail
28
Education & Online training
7
Agency & Consulting
14
Small Business
27
Entertainment & Events
6
Travel & Hospitality
3
Gaming & Betting
6
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General
33
This workflow waits for a user event, then sends a web push after a 30-minute delay.

Send a Web Push when a specific event occurs
Pro Plan
E-commerce & Retail
Gaming & Betting
General
A credit approval email is an official letter from the bank to notify the client or customer that their application for certain credit term has been approved.

Credit limits approvement
Free
FinTech (Accounting & Financial)
Send a multichannel automation campaign to encourage frequent travelers to use your Company’s credit card for travel expenses and more.

CHASE BANK ENCOURAGES FREQUENTLY TRAVELING CUSTOMERS TO USE CHASE VISA CREDIT CARD FOR TRAVEL EXPENSES
Pro Plan
FinTech (Accounting & Financial)
Send your pre-approved offers for many types of loans, such as mortgages, home equity, auto, credit card, and consumer loans at the time they are most ready to buy.

CONVERT PRE-APPROVED LEADS TO FUNDED LOANS USING A MULTICHANNEL CAMPAIGN WITH PRE-APPROVED OFFERS FOR QUALIFIED APPLICANTS
Pro Plan
FinTech (Accounting & Financial)
Send Emails and Push Notifications to encourage your new customers to use the Company’s Credit Account and Cash Card. Use customer behavioral data for better targeting.

See How PayPal Uses Behavior-Based Multichannel Communication to Engage the Inactive New Customer
Pro Plan
FinTech (Accounting & Financial)
Welcome new subscribers and convert them to paying customers, offering them a bonus.

Welcome Chain For Betting/Gaming Company
Free
Gaming & Betting
As an email marketer, it's important to re-engage with inactive contacts through email campaigns. This is a cost-effective way to bring customers back compared to acquiring new ones.

Re-engagement email campaign
Free
E-commerce & Retail
Small Business
Enterprise
General
Select this workflow to send a free diagnostic special offer to your customers.

Special offer for EV owners
Pro Plan
Small Business
Select this workflow to send offers for business loans without collateral to your clients.

Offer your contacts a business loan without collateral
Pro Plan
FinTech (Accounting & Financial)
Choose this workflow to offer your customers a car loan.

Make your clients an offer for a car loan.
Free
FinTech (Accounting & Financial)
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