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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!

💡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!

💡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!

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?

Thank you for being a part of our Recurring Payment Automation Webinar! We hope Supal and Jake helped you gain valuable insights in: Detailed guidance on creating and perfecting Recurring Payment automations. Expert viewpoints to enrich your automation implementation. Strategies and methodologies to boost revenue streams in your subscription-based model. Your participation means a lot to us, and we’re excited to continue supporting you on your journey building upon your business strategies This space is dedicated to addressing any follow-up questions you may have, offering support as you refine your strategy, and sharing advice with your peers. Supal and Jake will be available throughout the week, so don’t hesitate to drop a question or share your thoughts!

Effortlessly export or share your email campaigns with our new print button on the desktop preview. Download, archive, and showcase your portfolio of past campaigns. Currently only available on the desktop preview of a campaign, we’re working on bringing this to the campaign dashboard soon. Getting Started: Select a campaign Navigate to the Test and Preview button in the upper right corner Select desktop preview in the pop-up Hit the print button on the gray toolbar, you’ll be able to download and save the email campaign as a PDF. Try it out: https://www.activecampaign.com/login

Hi, I have no problem adding custom Fields to deals and creating groups and arrange the custom fields. But what I would need right now is to re-arrange them in between the standard fields in a) the add new deal form b) the deal itself. E.G. our deal value has more than just the normal value, so I would like to add my custom field right next to the deal vcalue field so that they are alwaysw shown together and also can be filled out when adding a deal. I did not find anything about how to do that. Any hints?

Contacts complete an integrated website form and are added to a list. The contacts on the list are sent an automation email. The email content is updated frequently and the contacts are to be sent the newly updated email. New contacts are also being added to the list. My dilemma is finding a solution to recycle the old contacts in the automation. Is the best option for me to edit the automation email and then re-enter the pre-existing contacts (those created before the update) through the same automation? How do I re-enter a list of contacts after the email update has been made in the automation? Hoping for a quick method here. Thanks in advance. UPDATE: I see that I can bulk edit a list and add a tag or enter into automation. Are one of these the better option for my scenario?

Hi there Stickman is an education marketing agency based in the Manchester, UK. We’re looking for an Active Campaign specialist to support our team in terms of management of the CRM side plus email automation. Ideally, UK based. If you’d be interested in having a chat, please email me: charlotte@thestickmanconsultancy.co.uk

Has anyone had this happen? Before showing that a contact bounced, the activity shows that the same email was opened and that a link was clicked.

Hello, we have a newsletter subscription form and from time to time people already subscribed tries to subscribe again (for example because they forgot to be already subscribed) and the automation we have for new subscribers is not triggered (the automation contains info we would like to be sent anytime one tries to (re)subscribe). Is there a way to trigger an automation dedicated to people already subscribed? I have not found any so far. Any help is very appreciated, Cesare

Hello, so this is what i did earlier, I’ve integrated my calendly with AC and built a follow up message when someone booked a call on my calendly. what i did was just a follow up message. how can i make this more powerful? Like make the automation more solid. This is the automation that i did.

Hi, how can i track new costumers leads that are on the “cold” list “new prospects” and how do i know how we got a customer? i.e. from cold outreach vs marketing vs lead generation on website etc?