ADDITIONAL TRAINING

Idea Guides

 

WEBINAR INTEGRATION

Handle GoToWebinar and Zoom registrations, event reminders and targeted post-webinar follow-up from your marketing automation system account.


FEATURES USED:

GoToWebinar Connection
Zoom Webinar Connecion
 

SMS INTEGRATION

Follow-up with your consultation prospects the day before they’re registered to attend via SMS.


FEATURES USED:

Send SMS Message
SMS Sequences
 

FACEBOOK INTEGRATION

Run a Facebook Lead Ad and have your offer delivered immediately from your marketing automation system.


FEATURES USED:

Facebook Lead Triggers
Facebook Audience Triggers
 

TRIAL EXPIRATION DATE

Remind customers at various intervals about their trial expiration date using the date their free trial ends.


FEATURES USED:

Date Calculator
Humanize Date
 

LIMITED OFFERINGS

Create a limited time offer for a specified time frame or specified number of people.


FEATURES USED:

Timeframe Triggers
Scarcity Triggers
 

EVERGREEN EXPIRING OFFERS

When somebody opts-in, give them ‘X’ number of days to take advantage of your offer. When time is up, make sure they no longer have access to the offer.


FEATURES USED:

Smart Links
Countdown Timer
 

ENGAGEMENT FOLLOW-UP

Engage with your customers based on their varying levels of engagement.


FEATURES USED:

Video Triggers
Math
 

EASY CHECK-IN

Automate your sign up and check-in process for recurring location based/in-person events.


FEATURES USED:

Easy Check-In
 

CUSTOMER INTEREST CAMPAIGNS

Automate a sequence to send only the information in which your prospects have shown interest.


FEATURES USED:

Cycler
 

AUTOMATE BUSINESS PROCESSES

Utilize business process automation to trigger an event when you need to verify document legitimacy.


FEATURES USED:

Filebox Uploader
Google Drive Uploader