Templates

Marketing Automation for Lead Management

Templates for lead management using marketing automation.

Send a gated piece of content

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

Track website and email engagement

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

Data enrichment emails for personalization

Use a data enrichment email to ask your contacts a question and create a personalized pathway based on their response.

Trial Signup

Ensure your new trial users are on the right track to success with your product.

Day & Time Personalisation

Add a personal touch to your communications, with time and day personalization.

Staggering Emails Based on Engagement & Time

Stagger your email sends based on a contacts engagement, or over a select period of time.

Lead Qualification

Assign your leads to the appropriate team for the best follow up.

Enquiry Form Routing

Route new enquiries based on their area of interest.

Auto-Responses After Business Hours

Automate an out of office response for customers that reach out when you're not available.

Business Day Sends

Ensure your communications are only sent out on business days.

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