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💡 CX Tips is part of our community tips series, where we post some of the most commonly asked questions we hear from ActiveCampaign customers. Have a new question? Start a new topic by clicking +New Topic in the upper right hand corner!
💡CX Tips is part of our community tips series, where we post some of the most commonly asked questions we hear from ActiveCampaign customers. Have a new question? Start a new topic by clicking +New Topic in the upper right hand corner!
With ActiveCampaign, you can use the Healthcare: Appointment Reminder and Post-Appointment Feedback automation recipe available in our Marketplace to send automated appointment reminders to patients and gather valuable post-appointment feedback. Take note You need to have a date-based custom field that captures your contacts’ upcoming appointments for the automation to reference This automation uses a “Send SMS” action. To use SMS: ActiveCampaign accounts purchased or upgraded on or after January 3, 2023 must purchase the SMS Add-on to use SMS ActiveCampaign accounts purchased or upgraded before January 3, 2023: Plus and Professional plans receive 25 free SMS credits per month Enterprise plans receive 1,000 free SMS credits per month There are several different automated reminder workflows you can set up in your ActiveCampaign account. This article only covers one example. To view more reminder automation recipes, visit the ActiveCampaign Marketplace How the Appointment Reminde
In automations where a contact converts once they make a purchase, you may want to use a goal to move that contact to a different part of the automation. To create a goal that activates when a contact makes a purchase, use the condition “Last Order Date is Current date.” Our first instinct might be to use the condition “Has made a purchase.” However, this condition applies to any contact who has ever made a purchase — including contacts who have yet to enter the automation — and will result in contacts entering and immediately jumping to the goal. Consider that “Last Order Date is Current date” will also apply to any contact who made a purchase that day before triggering the automation. If this is a problem, consider adding more conditions to narrow the possibilities (like Product ID or Has made a purchase in a particular store) or creating a separate automation that adds a tag when a contact makes a purchase and uses that tag in place of Ecommerce conditions.
If you delete a “Wait” action while contacts are queued, those contacts will proceed to the next action in the automation. If it looks like the queued contacts have disappeared once the action is deleted, don’t panic! It can take a few minutes to process.
You can use the free “Webinar Reminder Series” automation recipe to create a webinar reminder automation. This recipe is in the “Create an Automation” modal on the Automations Overview page. Once you add the recipe to your account, you can customize it to best fit your needs. Take note This automation uses a “Subscribes to List” trigger and will send a reminder email 30 days, 2 weeks, 1 week, 1 day before, and day of the webinar date You can modify the trigger and timing of the reminder emails to whatever works best for you This automation will require you to have a custom date field that is populated with the webinar date You will need to create automated campaigns for each “Send Email” action in this workflow Add the “Webinar Reminder Series” automation to your account Click Automations on the left menu. Click the “Create an automation” button. Type “webinar” into the search field. Click “Webinar Reminder Series,” then click the “Continue” button. The automation builder will load.
Hi everyone, I’m looking for ways to use A.I. to optimize creating automations. I tried the A.I. builder, with disappointing outcomes, it hallucinates. I looked for an A.C. guide or whitepaper on A.I. use, I couldn’t find it. Yet I saw on A.C. homepage that it is is possible to use A.I. for content creation, ActiveCampaign | Artificial Intelligence Does any of you use A.I.? How? Thanks for sharing your tips and experience. Letizia
Is there a way to change a list of contacts and move their Master list status to “Bounced”? I see that I can use bulk edit or automations to move contacts to “Unsubscribed” status, but I do not see any way of moving them to Bounced status. Any help appreciated! Thanks!
We created a re-engagement automation recipe to attempt to re-gain business from customers that fell out of the pipeline. Through this campaign, we were able to track user engagement through tags, while also being able to re-engage past customers. We decided to structure the recipe with multiple “if/else” conditions to restructure the cadence of email sends based off of user engagement. The if/else conditions used where “if the user clicked within 30 days”. We leveraged this condition to ensure we weren’t being overbearing with our content sends. This method significantly reduced the amount of unsubscribes we received. Creating an automation to re-engage customer is a low lift, but effective way to streamline workflows to regain business.
We use ActiveCampaign to engage new customers through an onboarding email sequence. Our users have to be manually entered into the system which makes our process a little different. First, we import new contacts. I created Custom Fields for customers and fill those in when importing. These include things like customer ID, customer sales contact, and which automation sequence to start them in. After they are imported, the automation checks for the Custom Fields that have been entered. If “yes” is by the name of the automation, it enters them into the automation. I then added a Wait Until Conditions Are Met to make sure the email does not go until the following business day and only between certain hours. We have a different email sequence for several different industries, so the automation checks for Tags on the email sequence. For example, the condition, “Does the contact match the following conditions - Site registration is advertising” will send the contact down an advertising email
When it comes to marketing our real estate portfolio at Perth New Homes, we had a unique challenge. We needed a personalized way to manage our customer relationships and effectively communicate the value proposition of our portfolio to potential homeowners. ActiveCampaign came as a perfect tool to help us streamline our operations and significantly boost our leads. We faced profound challenges contacting and tracking leads. Some of these issues were converting cold leads into warm leads, understanding clients’ needs, and sending personalized follow-up messages. There was an evident need for a system that would help us nurture our leads by knowing when and how to reach out, keeping track of each one’s conversation, interests, and needs. We turned to ActiveCampaign to combat this exact problem. ActiveCampaign’s CRM features turned out to be a game-changer for our business. Its automation feature allowed us to send out targeted and personalized follow-ups. We were able to track and stay o
We are a lean team without a designated marketing team. We were either not able to keep up with client reach out or were spending a lot of time designated towards. Therefore, it was never consistent and unfortunately could not always be a priority. We build customer lists based on what services they received at our wellness centers. Once they are the main list, we were able to maintain customer engagement through multiple reach outs without needing to come back into the system to change anything. Once we convert that customer to a member, they get placed into a new group to ensure they receive special, VIP emails to encourage them to come in and spread the word about our facilities. Select a automated campaign type. Then we decided to skip the trigger at the time. Select an email. Send a secondary email 1 week later, another 1 month later, then 3 months later. WIth all of this, we were able to get the clients important information and easy access to remind them to make an appointment w
Here’s a screenflow of an automation I created to manage weekly check-in’s with multiple clients. Before doing this, I had to manually remember to send out multiple emails, remembering who’d replied, and who hadn’t - a very time intensive task. Here’s a runthrough of the automation: Clients are automatically added when signing up for a specified product with weekly contact. An email is sent out on a specified day and time, reminders can be added if no response/email open is recorded within timeframes, and multiple branches can be created for other staff members. This automation has saved me hours of weekly repetitive tasks. Any questions, feel free to ask.
I have an online yoga membership and I also sell online courses. When a new user creates an account in my membership platform, either as a paying member with a 7-day free trial, a paying customer for a course, or a lead, I need to make sure I communicate the features and benefits of the relevant product to make sure that they get the most out of their experience for retention (paid members) or conversion (leads). The communications need to be tailored depending on the purchase type/lead which adds complexity. This is where Active Campaigns ability to filter through fields and tags in “if/when” clauses comes in really handy! When someone creates an account within my membership platform (hosted by Uscreen) either as a lead or a customer, I use Zapier to zap the contact over to Active Campaign. I assign a ‘paid’ tag through zapier if they are a paying customer which then triggers the paid welcome series within Active Campaign. I then need to tailor the comms further because of the differe
1. Creative Use Case: Our unique approach to utilizing ActiveCampaign pop-up forms has transformed our lead generation process. By implementing these forms on our product pages, we’ve streamlined the inquiry process and gained valuable insights into customer preferences. 2. Problem Description: Before integrating ActiveCampaign pop-up forms, we faced a challenge with potential customers being deterred from contacting us due to the heavy emphasis on phone calls for inquiries. This led to missed opportunities for engagement and conversions as customers preferred email or text communication. 3. Detailed Solution: To address this challenge, we turned to ActiveCampaign’s pop-up forms feature. We created customized forms tailored to each product page, prompting visitors to provide their contact information for more information or a quote. This shift in approach allowed us to capture leads who preferred email or text communication, thus expanding our reach and engagement opportunities. 4. Ste
Our previous event registration platform went kapoot, and we didn’t like the platforms that integrate with ActiveCampaign, so we decided to see if we could just use ActiveCampaign directly. Step 1: Create the Form We created the form directly in ActiveCampaign. It’s a rather long form, so we actually created a page 1 and a page 2. You can’t directly create a two-page form, but ActiveCampaign lets you direct people anywhere after they fill out a form. So after they fill out Form/Page 1, you redirect them to Form/Page 2. This allowed us to gather all the information we needed relatively easily! Step 2: Automate Tagging After someone fills out page 2, they’re automatically tagged as registered for that event and receive a registration confirmation email. This tag allows us to easily remove registrants from future emails asking people to sign up (because they already did!) and create a segment for emails specifically for registrants. So, for example, they no longer get sign-up emails, but
ActiveCampaign is great. It’s an open sandbox that has allowed us to stretch it’s use in pretty unique ways. Our sales agreements are made in Google Sheets. We then have a code written in the Sheets script editor that sends all sales agreements to a single Google Sheet called our “Quote Report”. Whenever a new row is updated or added to this Sheet, Zapier watches for this and sends the information to ActiveCampaign. This is one of the ways we get customer information into ActiveCampaign. Once there, the customer goes into a number of automations depending on the stage they are at. If they are quoted but not yet closed, they will go into a series of drip emails and SMS. If they are closed/sold, they will receive a series of emails and SMS preparing them for the delivery of their spa and educating them on spa ownership. Depending on the spa size and specification, we have automations that watch for these that then add the appropriate tags. These tags trigger automations that help us aut
We recently uncovered an issue in regards to some of our opt-ins: when clients have marked an email as spam, they are added to a Support Level exclusion list. If they opt back in at a later time, they are not automatically removed from said list, leading to them not receiving campaigns, nor order/event confirmations. Unless the client in question personally reaches out to us there’s no way of knowing they’re: having issues with receiving our campaigns and on the AC internal Exclusion List (you can only look up your own personal account Exclusion List). For them to be removed, we have to contact AC’s Customer Support team and offer proof of their desire to be resubscribed (which, again, is only possible if they take the effort to let us know about the issue). This flow should be corrected to following the same process as when someone unsubscribes: if the client resubscribes at a later time, that should automatically confirm their desire to receive our campaigns and remove them from th
Can tags created in AC be shared via integration with the Searchie platform? And until the Stripe payment form can be integrated in AC forms, can a tag created in Stripe be shared to the contact’s data in AC?
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