Campaign Templates

Explore dozens of campaign workflows built with best practices to maximize engagement, all available in regie.ai.

Outbound Trigger-Based Sales Sequence Touch Patterns
Start sequences based on prospect activity with trigger-based templates like job postings, statuses, VC funding, and more.
Customer Success Email Campaign Touch Patterns
Address your customers directly with sequences designed to put their questions, concerns, and success first.
Event-Based Sales Sequence Touch Patterns
A collection of sales email sequences to drive event engagement, from the initial invitation to the post-event follow-up.
Follow-up Sales Sequence Touch Patterns
A collection of sales follow-up email templates for nudging key prospects and leads after a demo or event.
Outbound Sales Sequence Touch Patterns
Attract perfect leads with our outbound sales sequences that guarantee remarkable first impressions and new business conversions.
Inbound Sales Sequence Touch Patterns
Leads coming in from your marketing efforts? Explore our collection of inbound sales sequences to follow up and get a meeting on the calendar.

Outbound Prospecting

Trigger Based: Seasonal Sales Sequence / Cadence
Comment on the time of year and the traditions, holidays or events it brings for cold outreach that’s current and relatable.
Trigger Based: RFP Sales Sequence / Cadence
When a company of interest posts a Request For Proposal (RFP) on a 3rd party site, respond with this campaign to get a discovery meeting scheduled.
Trigger Based: Newsworthy Event Sales Sequence / Cadence
A well-rounded campaign with three different channels for engaging with prospects over recent events at their company.

Inbound Lead Response

A Sales Sequence For Responding To LinkedIn Requests
A short all-email campaign that makes the most of the LinkedIn connection requests sent your way.
A Sales Sequence For Inbound Leads Enrolled in a Pilot
A short sequence for reaching out to leads who have completed a training course offered by your company.
Post Training Follow-up (Automated): Sales Sequence / Cadence
Follow up on completed training courses with a campaign that prioritizes further engagement and additional resources.

Mid-Cycle Follow Up

“Please Follow-up Later” Sales Sequence Touch Pattern
Reintroduce your company back into a lead's radar after a request to follow-up later.
Use A Referral: Sales Sequence / Cadence Touch Pattern
Get meetings with prospects hovering around your network. If you have a friend or colleague in common, this is the strategy to use.
Reconnect With Past Interest Sales Sequence Touch Pattern
Sometimes the timing isn’t right. Use this campaign to reconnect with past leads who showed interest in your solutions but never made it to a meeting.

Event-Based Campaigns

Pre-Event Reminder Sequence / Cadence Touch Pattern
Keep event attendees in the loop throughout the week leading up to the big day so your company and event stay top of mind.
Post-Event Non-Attendees (Automated): Sequence Touch Pattern
Keep your company top of mind with those who registered but didn’t attend your event with a campaign that drives re-engagement.
Post-Event Attendees Sequence / Cadence Touch Pattern
Follow up with those who attended your most recent event to continue nurturing the relationship.

Customer Success Campaigns

Upsell Sales Sequence / Cadence Touch Pattern
Ensure that your current customers know your higher-tier offerings with an omnichannel campaign that runs for two weeks.
Upcoming Renewal Sales Sequence / Cadence Touch Pattern
This email sequence starts 129 days before the customer's renewal, preparing CS teams to address concerns before a contract ends.
Request A Customer Survey: Email Sequence Touch Pattern
Whether you need to gather feedback through a survey or a review, this campaign will help you find out what your customers are thinking.