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Hi everyone!For this week’s “How I use it” spotlight, I wanted to share a simple way Active Intelligence can help when you’re building an automation workflow.One practical use case is using Active Intelligence to help map out the first draft of a welcome, follow-up, or re-engagement flow before you start building every step manually.For example, you can start with a prompt like:Build a welcome automation for new subscribers Include a first email, a follow-up reminder, and a final check-in Keep the tone helpful and friendly Focus on getting the subscriber to take one clear next stepFrom there, you can use the draft as a starting point, adjust the messaging, and shape the workflow around your own goals, timing, and brand voice.It’s a helpful way to move past the blank page and get a basic structure in place faster.If you use Active Intelligence for automation planning, I’d love to hear:What kinds of workflows are you building most often? Does AI help more with structure, copy, or getting

Newer to the community here!Question regarding AC into Salesforce for updating fields. I think my automation isn’t triggering at the correct time. Here are my automation steps:Automation starts when someone submits a form Contact gets an email Internal team gets notified A new lead is created into Salesforce Tag is added  - added to salesforce Then Add lead to Salesforce campaignI have a separate automation that is doing the followingWhen added to salesforce tag is added Update lead source to ActiveCampaignFor someone reason the lead source isn’t updating. I have the fields mapped properly in the AC dashboard in Salesforce. I am thinking it may be the timing of it all? I tried added the “update lead source” after step 5 in the first automation but that didn’t work. The add to Salesforce campaign works although it takes 20 minutes!Any ideas on what could be the problem?

I received an email titled Action Required: Invalid Unsubscribe Link in Your Scheduled Campaign It looks fake. Far less fake than most scams. Can anyone confirm?

If your team is spending too much time moving from intake to execution, this is one of the easiest ACAI use cases to start with. A common agency bottleneck looks like this: the strategist finishes the brief, but the first draft takes too long, revisions pile up, and launch gets delayed. ACAI can help shorten that middle section. A simple workflow looks like this: start with a clear campaign brief use ACAI to generate a strong first draft faster review the structure, messaging, and segmentation before launch refine for brand voice, audience fit, and offer clarity The win is not letting AI do everything. The win is reducing production time while keeping strategic control in your hands. For agencies, that can mean faster turnaround, healthier margins, and more time for optimization instead of first-draft production. A good partner habit here is to treat ACAI as a first-draft engine, not the final approver. The stronger the brief, the stronger the output. For example, instead of asking ACA

Hello,We are trying to use the bulk import API to upload our data with a csv file. I am able to send the file get a 200 response. However, when going into the Active Campaign site to verify the changes, only the custom field values are getting updated. The “First Name” included in the csv file is not reflected in Active Campaign record.Is there something specific we must include? We are using email as the identifier. Additionally, I am able to get the batches I imported via the API. However, when on the Active Campaign site, it does not show on the recent imports list. Is that intentional?  Thanks!

'search contact' box has disappeared.  have tried all the usuals - different browser, different computer, zoom screen. When I laoad contacts page it appears for a few seconds then vanishes. Any suggestions anyone? - It looks like a bug

I have a simple review email in the automation that asks people to pick between 1 and 5 stars, and I set a tag for every rating link to be applied. However, it doesn’t work. It links to the native form, where it then offers option to add feedback. BUT my primary goal is to capture the link with the rating clicked. It’s like link.com/f/74?stars=5&email=bob@gmail.com (email is dynamic). And this is sent to existing contacts. So puzzled, I even disabled site tracking but still doesn’t seem to get it to work. Please advise. 

I'll admit something. I spent months writing increasingly elaborate prompts before a customer story stopped me cold. Adam Cain at ElectricityRates.com built a working customer-scoring system by opening with the flattest prompt you could imagine: "Just have at this and tell us what you think." He fed Gemini the raw data first, let it surface patterns his team hadn't thought to look for, and only then did he start layering in business rules (contract-end date under 60 days, available savings above 7%). His actual quote: "Don't go and ask AI for specific things. If you have a data set, just upload it." What's a piece of AI prompting or workflow advice you brushed off as too basic, that quietly turned out to be the thing that worked? Would love to hear the ones that embarrassed you a little. Read the full post: How ElectricityRates.com Built an Autonomous Email Engine 

I have written a few hundred newsletters for my list and want to export them all. How do I do that?

The side menu has changed and campaigns are no longer an option. I tried the chat, and the AI only gave me instructions for the old wait of doing it. How can I create a campaign today, with the new setup?

Bumped into a customer story that's been rattling around in my head all week. Adam Cain at ElectricityRates.com runs an entire email operation by himself, and the whole thing hangs on one number per contact: a "Switch Readiness Score" between 0 and 100.Gemini generates the score from about ten customer signals (contract end dates, savings potential, engagement history). A custom object in ActiveCampaign holds it, and the AI decides whether someone gets 14 emails in a week or drips quietly along in the background. Monthly conversions went up 200%, unsubscribes sat at 0.2%.Has anyone else here built something like this for your list? Curious what variables you're feeding the model, and whether you're keeping the score calculation inside your ESP or scoring externally and syncing it in.Read the full post: How ElectricityRates.com Built an Autonomous Email Engine

Hi there,We have a Free Trial Onboarding email Automation, and an Active Customer Onboarding email Automation. Each of these is triggered when the freetrial or activecustomer field value changes to true, respectively. Right now, we also have to have a third automation to end the Free Trial Automation when the customer converts to a paid (Active Customer) during the trial period (this is triggered when the freetrial field changes to false and the activecustomer field changes to true). I would like to be able to build this “End Automation” step into the Free Trial Automation itself.I know that I could add if/else conditions before each email send, but that seems SO cludgy.I’m also trying to figure out if there’s a way to use the “Contacts Exit When” setting in the automation itself, using a Conversion, but I’m not understanding how to add the conversion itself into the automation. I created a Conversion for freetrial = false AND activecustomer = true, but those changes happen OUTSIDE of

Has anyone figured out a good way to exclude contacts who purchased a specific product via ecommerce from a segment?As far as I'm aware, the condition: "Product name in Any Order" IS NOT "Product A" doesn't work properly, because if a contact has ever purchased any other product, they will be included in the segment (because technically, the condition is true that at least one of their products was not the "Example Product").

My team exclusively uses our own HTML or custom templates. We only start from scratch. We’ve also found (and reported) many of the AI-driven insights to be unnecessarily inflammatory and alarmist. Alerts such as “critical changes needed” when the insight isn’t even truthful, are also slowing us down from completing our work.The AI tools are so prominent and dominant that it’s actually a hinderance to getting our work done now. Any way to opt out, rearrange, or disable the things we don’t use?  

Hi, is there a way to download all of the emails I have ever sent out? Or export them in a way where I can save what I have sent out?

Hello!I’m trying to create an automation that sends emails X, Y and Z HOURS before a webinar date and time stored in a Date Time Custom Field, and looks like ActiveCampaign only supports sending X DAYS before, but not hours.Is this correct or I’m I missing something? And is there a workaround if a want to send emails 1 hour, 8 hours and 16 hours before a date and time stored in a Date Time Custom Field?Thanks,Ángel.-

That’s a wrap on the series 🎉You built the strategy, created the assets, connected the workflow, and now learned how to read the signals.This final step is the real shift: not just checking numbers, but knowing what to do with what you built.📌 Your one action this weekPick one live workflow and run one full review loop: look at the goal check one insight run one analysis prompt choose one next action Keep it simple. The goal is not more reporting. The goal is better decisions.💬 Share what you learnedWhat did ACAI surface that actually changed your thinking?What metric, Insight Card, or prompt helped you see the next step more clearly?Drop your best analysis prompt below and tag someone whose workflow you want to borrow.🏆 Keep your goal as the lensBusiness Goals let you group campaigns, SMS broadcasts, automations, and forms around a conversion so you can track performance in one place. They also help ACAI suggest ways to improve when things are not on track.If you want a refr

Big thank you to everyone who participated in the Active Intelligence Challenge last week! We’ve loved seeing your results. Week 4 winners - congrats to: ​@erikcrighton  ​@advancedutility  ​@pameladenise  ​@koalabear_3  ​@kenderacademy   ​@sereedy  ​@J5wood  ​@theinstitutesiasa  ​@johnhughesgolfCheck your DMs! I’ll be reaching out shortly with your personal links to claim your ActiveCampaign swag. 🎁 The Grand Prize race is still on 🏆 Every week you participate earns points on the Overall Leaderboard, and our Top 5 finishers will take home the Full Swag Bundle (Notebook, Mug, Hat, Shirt, plus your choice of Backpack or Blanket) and a featured spot in front of 185k+ followers on LinkedIn.Our current leaderboard: ​@erikcrighton  ​@advancedutility  ​@pameladenise  ​@koalabear_3  ​@kenderacademy  ​@billyb  ​@dbrok23  ​@sereedy  ​@sangfroidweb  ​@theinstitutesiasa See you all tomorrow for Week 5! 

Hey folks,Recently our company has automated bulk campaign scheduling with n8n and the deliverability has been impacted.Just a few days before we automated this process, campaigns averaged 22% Open Rate, and 0.85% Click rate.Now we are at 9% OR and 0.65% CR.What remains the same from the process: senders, email content, accounts used, volume/frequency of emails, list of contactsWhat changed: we are retrieving the templates preview content, and adding it to the message that we created with the campaign. Before, we duplicated a previous campaign, edited the content and scheduled it manually all inside ActiveCampaign.These are the endpoints we are using, in order:Create Message (API v3): /api/3/messages Create Campaign (API v1): /admin/api.php?api_action=campaign_create Retrieve Template (API v3): /api/3/template Update Message (API v3): /api/3/messages/ Send Test Email (API v3): /admin/api.php?api_action=campaign_sendWould appreciate your help, as with such a high spam rate, we can't kee

 Week 4 of the Active Intelligence Challenge is live — and this one's for the automations collecting dust on your to-do list. 🔧You know what I'm talking about. The automation you've been meaning to build for months. The one that's going to save you hours every week once it's done… but you never quite get around to starting it. This week, you're building it. And Active Intelligence is doing the heavy lifting.Your Week 4 task: Open Active Intelligence and describe the automation you want to build. That's it. You don't need to know how to set it up — you just need to know what you want it to do.Paste this prompt to get started:"Help me build an automation for [describe your use case]. Walk me through the trigger, the steps, and what the goal of the automation should be." ⭐ This week's featured build: The 7-Day Drip CampaignIf you're not sure where to start, here’s an idea. A drip campaign that nurtures new contacts automatically over 7 days — no manual sends, no forgetting to follow up.

Keep going with the system you startedYou just built the backbone of a smarter customer experience in ActiveCampaign. This week is about taking one piece of that workflow and making it more useful, more connected, and more real.📌 Your one action this weekPick one workflow you started in Session 3 and finish one refinement: make the trigger more evergreen add one SMS step add one AI Action tighten the prompt that built the automation Don’t try to perfect the whole thing. Just make one part stronger.💬 Share what you builtWhat automation are you working on?What audience, goal, or prompt are you testing?Drop your workflow or prompt below and steal an idea from someone else in the thread.🧠 Start with better contextIf you have not updated your Custom Instructions yet, do that first.Custom Instructions are account-wide guidelines that teach Active Intelligence about your business, audience, and communication style, and they apply across conversations, campaign creation, and recommend

Welcome to Week 3 of the Active Intelligence Challenge! 🚀Week 3 is here, and it’s time to stop sending to the same old segments just because they’re already there. Most marketers use the same lists because building new ones is time-consuming, but this week, you’re letting Active Intelligence do the heavy lifting. Your task this week: Use Active Intelligence to uncover a "hidden" audience in your list that you haven’t targeted yet. One prompt, one fresh audience, zero manual digging. Here is your prompt to run in Active Intelligence:Copy and paste this directly into the tool:"Look at my contact list and suggest a segment I haven't targeted yet that might respond well to a re-engagement or nurture campaign."To get even more specific, try adding:"Focus on contacts who haven't opened in 60 days" or "Look at contacts tagged as [your tag] but never purchased."Or, skip the typing and use this quick-start prompt instead:“Help me segment my audience for my next campaign based on engagement pat

Huge thanks to everyone who participated in the Active Intelligence Challenge this week! It’s been great seeing the community dive into these features and share their results. Congratulations to our Week 3 Winners:​@erikcrighton  ​@koalabear_3  ​@advancedutility  ​@billyb  ​@kenderacademy  ​@sereedy  ​@pameladenise  ​@J5wood  ​@CoachToby  ​@johnhughesgolf  What’s next? Keep a close eye on your DMs! I’ll be reaching out shortly with your personal links to claim your ActiveCampaign mug. 🎁 The Race to the Grand Prize 🏆Remember, every week you participate adds points to your name on the Overall Leaderboard. We are still looking for our Top 5 performers to take home the Full Swag Bundle (Notebook, Mug, Hat, Shirt, and the choice of a Backpack or Blanket!) plus a featured spot on our LinkedIn for 185k+ followers to see. Our current leaderboard with 2 weeks left to go!​@erikcrighton  ​@advancedutility  ​@pameladenise  ​@koalabear_3  ​@billyb  ​@dbrok23  ​@sangfroidweb  ​@kenderacademy  ​@ta