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Maximizing your online spaces

Automation: Do more with less

Automation allows you to continuously market your products or services without spending a lot of time on each message.


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The most common approach is email automation, but automated messages can be used with texting, chatbots and social media. Automated messages can include:

  • Welcomes: Greet new subscribers or followers with a message and something special such as a discount code or a giveaway.
  • Reminders: Is there an event or a sale your customers won’t want to miss? Or maybe they’ve scheduled a consultation, and you want to make sure they have the information they need.
  • Drip campaigns: Often your customer will take some warming up. The idea of a drip campaign is that you build interest progressively through a series of messages. For example, you might send a welcome message, followed by a helpful guide a week later, then a message in week three requesting an appointment.
  • Requests for feedback: Soon after a customer has worked with you or made a purchase, send a brief survey or include links to review sites asking for feedback.
  • Recommendations: If you have a CRM system that can track customer data closely, you might send a message with products or services you recommend based on previous purchases.
  • Celebratory occasions: If your CRM tracks personal information about your customers, use it to send personalized messages. Birthdays, anniversaries, graduation dates — automated messages can show your customers that you care.

Tip: A CRM system can help you automate custom messages to your customers.

Business Checking

Chase offers a wide variety of business checking accounts for small, mid-sized and large businesses. Compare our business checking solutions and find the right checking account for you.

Business Loans

Finance your small business with business loans from Chase. Find a variety of financing options including SBA loans, commercial financing and a business line of credit to invest in the future of your business.

Business Credit Cards

Find and apply for the Ink business credit card best suited for your business. Compare the benefits of the Ink business credit cards.

Payment Solutions

Accept debit and credit cards with safe, secure, and convenient Payment Solutions from Chase anywhere you do business – online, in-store, and on the go. Visit our Developer Center to find Payments APIs, developer tools, and documentation.

Business Savings

Chase offers a variety of business savings accounts including Total Savings, Premier Savings and a business CD. Compare savings accounts and find the right business savings account for you.

Business Debit Cards

More convenient than cash and checks - money is deducted right from your business checking account. Make deposits and withdrawals at the ATM with your business debit card. Save time every month with recurring payments.

Commercial Banking

Commercial Banking provides businesses with annual revenues ranging from $20 million to more than $2 billion with a range of domestic and international solutions including investment banking and asset management - designed to help you achieve your business goals.

Business Services

We're here to help with your business banking needs. From payment processing to foreign exchange, Chase Business Banking has solutions and services that work for you.

Retirement Plans

Help your employees plan, save, and invest for their future with 401(k) plan solutions. J.P. Morgan’s low cost retirement plans are built for you and your employees.

For informational/educational purposes only: The views expressed in this educational website and associated resources may differ from those of other employees and departments of JPMorgan Chase & Co. Views and strategies described may not be appropriate for everyone and are not intended as specific advice/recommendation for any individual. Information has been obtained from sources believed to be reliable, but JPMorgan Chase & Co. or its affiliates and/or subsidiaries do not warrant its completeness or accuracy. You should carefully consider your needs and objectives before making any decisions and consult the appropriate professional(s). Outlooks and past performance are not guarantees of future results. Participants compensated.

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