Marketing Automation Templates

GET MORE CUSTOMERS OR GET THEM BACK – WITHOUT LIFTING A FINGER

We’ve done the heavy lifting for you. Get strategic workflow templates for every stage of
the customer journey. Tech-tested and marketing-approved. Use powerful automations
to welcome, win back, retarget, and engage your customers.

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  • Welcome
  • Lead qualifying
  • Engagement
    and retention
  • Post-purchase
  • Abandoned
    cart
  • Online courses
  • Webinars
    and events
  • Sales promotions

Did you know many welcome emails generate up to four times as many opens
and clicks as other marketing messages?

Welcome new contacts

Send multiple automated messages to onboard new contacts to your list.

Use this template to:

  • Confirm a contact is signed up
  • Let them know about your products and services
  • Track when they’re ready for more content
Get started now

Did you know many welcome emails generate up to four times as many opens
and clicks as other marketing messages?

Welcome new customers

Thank customers for their purchase, and retarget them with new offers.

Use this template to:

  • Thank new customers
  • Send information about their order
  • Apply tags based on their engagement
Get started now

Qualify your leads to focus only on your most promising prospects – and pinpoint
when to pass them on to your sales team.

Basic scoring plan

Score contacts based on their ongoing interactions.

Use this template to:

  • Automatically assign a score when subscribers engage with your content or buy
  • Set up an automatic segmentation and engagement tracking tool
Get started now

Qualify your leads to focus only on your most promising prospects – and pinpoint
when to pass them on to your sales team.

Basic tagging plan

Tag contacts based on the content they respond to.

Use this template to:

  • Apply tags based on the offers contacts interact with
  • Set up an automatic segmentation tool
Get started now

Qualify your leads to focus only on your most promising prospects – and pinpoint
when to pass them on to your sales team.

Add contacts to CRM pipeline

Instantly turn contacts into CRM deals and alert your sales team of new opportunities.

Use this template to:

  • Automatically move sales-ready contacts into your CRM pipeline
  • Bridge the gap between sales and marketing
Get started now

Why keep your existing customers happy? Because by increasing customer retention rates by just 5%,
profits are shown to increase by 25% to 95%.

Reward loyal contacts

Use scores to send custom offers to your most valued customers.

Use this template to:

  • Identify loyal contacts and send custom content based on their score
  • Automatically encourage and reward loyalty
Get started now

Why keep your existing customers happy? Because by increasing customer retention rates by just 5%,
profits are shown to increase by 25% to 95%.

Win back

Win back contacts who stop interacting or buying from you.

Use this template to:

  • Entice contacts with a custom 'final call'
  • Automatically remove unresponsive contacts
  • Set up a regular list-cleaning strategy
Get started now

Send customers the right content and they’ll be back to buy from you again.
It’s also easier and cheaper than selling to new leads.

First purchase thank you

Thank first-time buyers.

Use this template to:

  • Target first-time buyers
  • Send personalized follow-up content
Get started now

Send customers the right content and they’ll be back to buy from you again.
It’s also easier and cheaper than selling to new leads.

Post-purchase follow-up

Automatically thank customers for their purchase.

Use this template to:

  • Automatically confirm an order
  • Tag customers based on what they buy
Get started now

Around 80% of online shopping carts are abandoned, with customers leaving the site before buying.
Win them back with a cart abandonment series.

Abandoned cart reminder

Encourage customers to return to their cart and complete their purchase.

Use this template to:

  • Send perfectly timed automatic reminders to customers who abandon their shopping cart
Get started now

Around 80% of online shopping carts are abandoned, with customers leaving the site before buying.
Win them back with a cart abandonment series.

Abandoned cart series

Send a series of reminders to customers who leave items behind.

Use this template to:

  • Automatically encourage customers to complete their purchase
  • Apply tags based on the results for future segmentation
Get started now

Want to keep your audience hooked and craving more of your content?
Launch an online course and nurture your leads. One email at a time.

Course promotion

Promote your course to get more signups.

Use this template to:

  • Promote your course to contacts interested in the topic
  • Automatically funnel signups into a course delivery workflow
Get started now

Want to keep your audience hooked and craving more of your content?
Launch an online course and nurture your leads. One email at a time.

Basic email course

Automatically send course lessons to new signups.

Use this template to:

  • Send course lessons at the right time
  • Apply a tag when the course ends for future segmentation
Get started now

Did you know between 20% and 40% of webinar attendees become qualified leads?
It’s time to make events part of your winning strategy.

Webinar promotion

Invite contacts to your webinar and get more attendees.

Use this template to:

  • Track and tag contacts who respond to your invitation
  • Send automatic reminders to contacts who do and don’t register
Get started now

Did you know between 20% and 40% of webinar attendees become qualified leads?
It’s time to make events part of your winning strategy.

Post-webinar follow-up

Send targeted follow-up content after your webinar.

Use this template to:

  • Send an automatic follow-up message to registrants
  • Send related content at a later time
Get started now

Sell more products, more often, with less hassle. Automated email sequences are your best bet
to get people coming back to your store for more.

Early-bird sale

Entice contacts to be the first to buy.

Use this template to:

  • Create a sense of urgency
  • Automatically send promo offers to contacts who respond first
Get started now

Sell more products, more often, with less hassle. Automated email sequences are your best bet
to get people coming back to your store for more.

Upselling

Encourage new customers to buy more products or upgrades.

Use this template to:

  • Target customer groups ready to buy more
  • Tag customers who upgrade, for future targeting and segmentation
Get started now

Create and share templates

Have a great idea for a marketing automation
masterpiece? It’s easy to build your own workflows.
And with the workflow import and export feature,
you can seamlessly share your creation with another
GetResponse account.

Share your automation workflows with a friend or colleague with the workflow import and export tool.
Looking for more tools to grow your business?
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