We have a great collection of example templates that can get you started using automation within the platform. Here you will find a list of example templates along with a description of what they do, how to use them, and some possible next steps.
You can use this article like a manual to help provide some extra context as you create your own automation in the platform.
- Blank template
- Set up new accounts
- Filter accounts based on account data
- Send a campaign to an account
- Send a product education campaign
- Segment active leads into a list
- Offer solutions to new accounts without websites
- Segment active leads into a list
- Notify your team when a Business App user is active
- Notify your team about opportunity changes
- Notify your team about failed payments
- Create a new fulfillment project
- Systematize your sales process
- Nurture cold leads
The blank template is the canvas from which you can create your own automations from scratch. When you set up a new blank template, you will be prompted to choose Account, Order, or User; this will be the base of what your automation looks at and affects. Your automation will first require a trigger (the condition that kicks off the rest of the workflow) and steps (the actions that your trigger is taking.
To learn more about how to use automation, check out this great article: Getting started with automations. You can also find all of our available triggers and available steps to learn what they do and how they work.
Set up new accounts
When an account is created, this automation will assign a salesperson, allow you to activate products, and start a campaign for the account.
To use this automation, you’ll need to have at least one salesperson user on your team and a published email campaign. Note that if you select multiple salespeople, it will select one at random. For the email campaign, check out our recommended campaigns to find the one that will work best for you or build your own.
Note: Email campaigns can't be sent if there are no users on the account. That's why the automation has a built-in delay to give you or your team time to add a user.
When using this automation, be cautious about which products you activate, because it triggers based on every account created. You can set up conditions in the trigger so that the automaton will only run for certain accounts or you can make sure to select products with no wholesale cost like Listing Builder or Advertising Intelligence.
Filter accounts based on account data
When an account is created, segment it into one of three lists based on whether the business is located in one of your target markets or not.
To use this automation, you will need to create lists that your accounts will be sorted into.
Try using other account data to filter your accounts. For example, you could use custom fields or tags to have the automation segment your accounts. Once sorted, you could create separate automations that activate once an account has been added to a list and create unique workflows based on market segments and more.
Send a campaign to an account
When an account is added to a list, this automation will send a campaign to the account.
This workflow can help to segment your prospects and customers. For example, you can create a “Reputation Management — Prospects” list, and whenever an account is added to the list, a campaign will be sent to educate them about the benefits of Reputation Management.
To use this automation, you will need to create the list and publish the email campaign that you want to use.
Check out our recommended campaigns to find the one that will work best for you or build your own.
Send a product education campaign
When a specific product is activated for an account, this automation will send an email campaign to the account to explain how to use the product or to offer additional services. You'll be notified if they click a call-to-action in the email thanks to the built-in automations for hot leads.
To use this automation, you’ll need to have a published email campaign that educates the user about the product that has been activated. Check out our recommended campaigns to find the one that will work best for you or build your own.
Segment active leads into a list
When an account opens an email within a campaign, this automation will add the account to a list. This workflow can help to identify engaged prospects or customers. For example, you can send out an email campaign about ecommerce solutions, and if an account opens an email within the campaign, the account can be added to a “Prospects: ecommerce list.”
To use this automation, you will need to select a published email campaign that you want to monitor and create a list that the automation will put your accounts into.
This automation can pair well with other automations that take effect when an account is added to a list. Take a look at a template like “Systematize your sales process” as an example of what the next steps could look like.
Offer solutions to new accounts without websites
When an account is created and the website field is empty, this automation will assign a salesperson and create a task for the salesperson to offer website solutions to the account.
To use this automation, you need to have at least one salesperson user on your team.
Offer a self-service free trial for leads
Add accounts to a list and then this automation will give leads who interact with your emails a free trial of Business App and the products you choose!
To use this automation, you will need to create a list for the trigger and use two to three different email campaigns. For the first one, choose an engaging email to get your lead's attention and then provide a ton of value in your follow-up campaign to show them how to get the most out of their free trial. Explore our recommended campaigns to find the ones that you like most, or build your own!
After the trial has been activated, the automation will wait until there's a new product activation or upgrade. If there is, send out a thank-you email campaign. If not, then the automation can cancel the products.
Notify your team when a Business App user is active
When a user is active in Business App, this automation can send a push notification to the assigned Salesperson and log an activity and hotness rating on the account. It is rate-limited to run once per day but can be updated to any frequency.
When using this automation, consider adding conditions to the trigger so that you are limiting the number of notifications your salespeople receive. For example, you could set a condition based on certain account tags or even based on a custom field!
Note that while this automation shows that the notification sends on a "No" branch, this is to match up with the built-in rate limiting. Your notifications will go out when someone is active, as expected!
Notify your team about opportunity changes
When an opportunity status is created or changed in your sales pipeline, this automation will notify the selected Partner Center admins. Tip: You can add another step to notify your sales team too.
Notify your team about failed payments
When an account’s payment fails, this automation will notify the selected Partner Center admins and the assigned salesperson. A task will also be created for the assigned salesperson to follow up with the account.
This automation demonstrates the importance of assigning a salesperson to every account. You can use the “Set up new accounts” template to ensure that every new account is assigned.
To build upon this automation, you could add steps that cancel products on the account or add tags to the account to flag that they could be at risk of churn.
Create a new fulfillment project
When a Task Manager task status changes, this automation will create a new fulfillment project from a template. You can specify the status in the trigger options.
To use this automation, you will need to create a project template in Task Manager.
You could build upon this automation by adding notifications for your salespeople so that they know what stage your fulfillment team is at or sending out an email campaign to your clients so that they know what to expect next in the project.
Systematize your sales process
When an account is added to a list, this automation will help make sure a uniform sales process is followed for that account. With an opportunity and sales task automatically created for the accounts, less time can be spent on administration while still ensuring the data needed is available!
To use this automation, you want to set up a list for the accounts you want your salespeople to reach out to and an email campaign that gets sent out after your salesperson has contacted that account.
Nurture cold leads
Put a cold lead into a list and see if they engage with a starter email campaign before sending a Snapshot Report campaign.
Before you set this up, you need to create lists for your Cold Leads, Warm Leads, and those that Disengage with the campaigns. You also need to set up two email campaigns: a simple starter that drives the prospect to your website, then a second campaign that delivers a Snapshot Report.
(Note that by sending Snapshot campaigns, standard rates apply beyond your allocation.)