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CRM & Sales prompt examples for you to try out with Active Intelligence!Check out the full Prompt Library Flag high-intent leads If a lead scores above 75, add a note to their CRM profile saying 'High Intent — Contact Today' and end their current nurture automation. Trigger automation on lead score change Start an automation when a contact's 'Lead Score' field changes to 'Hot'. Notify on high web score When my Web Score goes above 100, notify me. Add a deal when a form is submitted Create an automation that adds a new deal to my pipeline when someone fills out my form. Assign a task on website visit Create an automation that assigns me a task when someone visits my website. Score contacts on email engagement Add points to my lead score when someone engages with my emails. Assign deal tasks when stage changes Create an automation to trigger task creation for sales reps when deals move to the 'In Contact' stage. Outbound nurture sequence for leads Create me an

Forms prompt examples for you to try out with Active Intelligence!Check out the full Prompt Library Capture more leadsNewsletter signup form Create a simple email signup form for my newsletter. Inline form for a discount offer I need an inline form for my fashion brand discount offer. Webinar lead capture form Create a lead capture form for my webinar signup that includes name, email, and company size. Consulting business contact form Build a contact form to capture leads for my consulting business.  Fine-tune your formsUpdate headline and button text Can you change the form headline to [form name] and update the button text to 'Get My Free Guide Now'? Update brand colors Can you change the button color to match [brand name] brand red (#c44f4f) and make the form border purple instead of red? Add or adjust fields Can you add a phone number field to the form and make the first name field optional instead of required? Minimalist redesign Can you change the entire fo

Segments prompt examples for you to try out with Active Intelligence!Check out the full Prompt Library Find the right contactsWebsite visitors who haven't purchased Create a segment for all contacts who have visited my website at least 3 times but haven't made a purchase. Contacts with a tag who opened recent campaigns Find contacts with tag [X] who opened any of my last 3 campaigns. Page visitors or link clickers Segment people who visited a certain page or clicked a specific link. Contacts currently in an automation Create a segment for contacts in a specific automation. Highly engaged vs. inactive contacts Show me highly engaged vs. inactive contacts. Lapsed contacts (60+ days) Show me contacts who haven't engaged in 60 days. VIP customers by purchase behavior Who are my VIP customers based on purchase behavior?  Keep things organizedView existing segments Show me my existing segments. Combine multiple segments Help me combine multiple segments.  We’d love

Performance prompt examples for you to try out with Active Intelligence!Check out the full Prompt Library See what’s workingReview recent email performance Show me how my email performance has changed in the past 6 months. Find top-clicked campaigns Which campaigns got the most clicks in the last 30 days? Diagnose a drop in open rates Why did my open rate drop last week? Diagnose a spike in unsubscribes What caused the spike in unsubscribes in my last campaign? Compare newsletter vs. promotional performance Compare the performance of my newsletter campaigns vs. promotional campaigns. Benchmark against industry standards How do my open rates compare to industry standards for retail?  Do even better next timeIncrease open rates Give me specific recommendations to increase my open rates. Reduce unsubscribe rates How can I reduce unsubscribe rates? Learn from best-performing campaigns Analyze my best-performing campaigns and tell me what made them successful.  Ma

Automation prompt examples for you to try out with Active Intelligence!Check out the full Prompt Library Set it and forget itPost-purchase nurture flow Help me create a 3-step nurture flow automation series to keep my customers engaged after they open this email. Win-back inactive subscribers Create a customer journey that will help me win back my inactive subscribers. Black Friday abandoned cart sequence Create a Black Friday/Cyber Monday abandoned cart automation sequence. Welcome series for a course Create a 3-part welcome automation series for my gluten-free baking course. 7-day lead nurture drip Automate a 7-day drip campaign to nurture leads and increase engagement. Post-purchase thank you + review request Create an automation that sends an email after a contact orders from my online store. 3-day abandoned cart with email + SMS Create an automation for a 3-day abandoned cart journey with email and SMS reminder. RSS-triggered email for new blog posts Create

Campaign prompt examples for you to try out with Active Intelligence!Check out the full Prompt Library Start from scratchWelcome new subscribers Create a welcome email for new subscribers. Flash sale promotion Write a promotional campaign for a flash sale. Offer 20% off with signup. Segment-targeted campaign Create a targeted email campaign for these 3 segments — loyal customers, new customers, and lapsed customers. Campaign from a URL Create a campaign for our webinar based on [this URL — add link into the link box]. Feature page announcement Write a campaign for this new feature page. Use the primary brand color for all CTA buttons. [insert URL] Product announcement newsletter Draft a product announcement in the newsletter with image callout based on this link. [Select 'Editorial' style in layout and add a link] Webinar follow-up email Generate a follow-up email for attendees of this webinar. Use the exact approved messaging from our webpage. [add URL]  Polish wh

You Asked. We Delivered. Here's What's Faster, Smoother, and Built Around You. 🚀We've been heads down improving your experience inside the platform, and a lot of it started with your feedback. Here's what's changed. ⚡ Your Campaign Reports Now Load in SecondsFor some of our most active customers, the Campaigns performance report used to take up to 45 seconds to load. We rebuilt it from the ground up. It now loads in under 3 seconds. That's more than 100x faster. Fast data means faster decisions, and you shouldn't have to wait for either. ✏️ Your Email Editor Keeps Up With Your IdeasWe cut average Email Designer load times in half, with more improvements on the way. Across a full workday, that adds up fast. Less waiting means you stay in the creative zone instead of getting pulled out of it every time you open a new email. Fewer interruptions between idea and execution. 🙌 🏎️ A Faster Experience Everywhere You WorkSpeed compounds. That's why we focused on three of the most-used areas

Happy Thursday, Community! On Tactical Tuesday, we talked about the strategy of the post-conversion journey. Today, I want to share a feature that prevents the #1 mistake in automation: sending irrelevant emails to people who have already taken action.Have you ever received a "Reminder: Don't forget to grab the matching [Accessory/Service]!" email... after you already bought it ten minutes ago? It makes the brand look like it isn't paying attention. Using "Jump-To" blocks (formerly known as “Goals”) as a Jump-LinkInstead of making a customer sit through every single email in your "Welcome" series, use a Jump-To block to "teleport" them to the next stage of their journey the moment they complete a milestone.The Strategy: Set a Jump-To block at the end of your onboarding sequence (e.g., "Booked Kickoff Call" or "Made a purchase"). If a customer completes that action on Day 1, the Jump-To block will automatically "teleport" them past all the reminder emails they no longer need and drop th

Obviously I struggle with Views since this is my 2nd question. I would love to sort the reports view (and possible other views) by email. But in a useful manner so they are sorted by domain first and than by the account name. Is this possible ?

Hello, Is there a way to add captcha v3 to a form instead of the captcha challenge? Thank you!

Hey Community!Most marketing energy is spent on the “Lead-to-Client” journey. We spend weeks or months nurturing a prospect, and then...success! They sign the contract or hit the “buy” button.But what happens next?Whether you are shipping a physical product or kicking off a professional service, that “Day 1” experience is where the real relationship begins. Today, we’re talking about the Post-Conversion Strategy and how to turn a new customer into a long-term advocate.The Strategy Question:Once someone officially says “Yes,” how does your communication strategy pivot?For Products: Do you have a sequence that helps them get the most out of their purchase or offers a “Pro-Tip” for using it? For Services: How do you handle the Onboarding phase? Do you have an automated “Welcome” that sets expectations and collects necessary info? For Everyone: How do you ensure they feel supported before you eventually ask for a referral or a second project?The Strategic Win:A strong post-conversion journ

Happy Thursday, Community!Following up on our Tactical Tuesday debate about when to let go of "cold" leads, today’s tip is about how to stop guessing and start automating your visibility into your audience's behavior.The secret to high engagement isn't just better subject lines, it’s ensuring your emails are actually being seen. When you consistently mail contacts who haven't interacted in months, email providers (like Gmail and Outlook) start to flag your content as "low-interest," which can land your most important messages outside of the primary inbox.The Tip: The "Last Engaged Date" Field & “Last Engaged Date” automationInstead of performing manual audits to see who is active, use a simple process to update a custom date field every time a contact interacts with your brand.How to set it up: The Trigger: Use a process triggered by an Email Open or a Link Click. The Action: Use the 'Update a Contact' action to set a custom date field (e.g., "Last Engagement Date") to the 'Curre

Following up on our conversation yesterday about list hygiene, I wanted to dive deeper into a "hidden" profit killer: Data Decay.We often spend hours building the perfect segments in ActiveCampaign, but if the data inside those segments is "dirty" (spam traps, typos, or expired bouncers), your deliverability (and your ROI) takes a hit.I’ve invited our partners at ZeroBounce to share a guest deep-dive on why "Smarter Segmentation Starts With Better Data." Smarter Segmentation Starts With Better DataGuest Post written by ZeroBounceThe difference between emails that convert and emails that get ignored often comes down to one thing: segmentation. With platforms like ActiveCampaign, marketers can build highly dynamic audiences based on behavior, engagement, purchase history, lifecycle stage, and more.But even the most advanced segmentation strategy depends on one critical factor: data accuracy.If the data behind your segments is incomplete, outdated, or invalid, your personalization efforts

Hey Community! For today’s strategy session, we’re talking about List Hygiene.We all know the feeling of watching a contact list grow, but bigger isn't always better. When a lead stops engaging (no opens, no clicks, no replies, etc) they stop being an asset and start becoming a risk to your deliverability.The Strategy Question: When a lead goes cold for 6+ months, what is your personal "Point of No Return"? How do you specifically define a "disengaged" contact? Do you try one last "Break-up" email, or do you move straight to unsubscribing/deleting them? If you don't have a process yet, what's stopping you from starting one? The Impact: Keeping your list clean isn't just about "housekeeping," it’s about ensuring your emails actually land in the inboxes of the people who do want to hear from you.Drop your process in the comments below! Let’s see who has the most ruthless (or most effective) cleanup strategy.

Who agrees we need options for shorter Wait-step times? 5 minutes is too high for some use cases. Go up above to ‘Ideas’ and upvote the idea on allowing Wait-times in seconds. This way you can wait maybe 5, 10 or 30 seconds...even 1 or 2 minutes. Whatever your use-case calls for.

Happy Thursday! We’re continuing our personalization theme today by talking about default field values.Ever sent a campaign with a personalization tag, only to realize some contacts didn't have that info on file? Without a default value, tags like %FIRSTNAME% just leave a blank space. By setting a default, you can choose exactly what appears instead (like "Hi there" or "Hi Rockstar").It’s a total game changer for keeping your brand voice consistent, even with a partial database.Have you taken advantage of default field values yet? If so, share your best use-case in the comments and help inspire others! Learn more about default field values and how to get them set up by visiting the Help Center article:https://help.activecampaign.com/hc/en-us/articles/115001060664-How-to-add-a-default-value-to-a-personalization-tag

Ready to level up your marketing stack?Mark your calendars for ActiveCampaign’s Spring 2026 Innovation Keynote!We're diving deep into the world of autonomous marketing and showing you how to put AI to work for your business.Catch the latest feature announcements and see how we’re making it easier than ever to scale your impact.Register for free here: https://www.activecampaign.com/lp/spring-2026-innovation-keynote

Hey ActiveCampaign Community!We’re kicking off a new weekly tradition to help everyone grow their business and sharpen their marketing. Starting today, I’ll be posting twice a week right here in our community space: Tactical Tuesdays: We’ll dive into high-level strategy, customer experience, and marketing best practices. The Thursday Trigger: I’ll share a "Tip of the Week" - a quick win or a clever shortcut to help you get more out of the platform.  To get us started, let’s jump into our very first Tactical Tuesday strategy question: The Personalization Power-UpWe’ve all seen the stats: Personalization isn't just a "nice-to-have" anymore; it’s the engine behind high engagement and conversions.But let’s get past the basics. We’re not just talking about using a %FIRSTNAME% tag. To truly stand out, you need data that actually tells a story.The Strategy Question: What is the most valuable "secret" piece of data you collect to personalize your campaigns? Is it a specific Interest based on

Has anyone found a creative way to embed the preference Center into a designed Page?

Hello Community,I’m excited to be joining you as the interim Community Manager. I’ve been a part of the ActiveCampaign family for five years and am looking forward to bringing my experience to you all. My journey here has taken me from CX (Support Team) to Engineering to the Education Team, where my focus is helping users get the absolute most out of the platform.Because I love finding new ways to streamline a workflow, I wanted to ask:What is one "hidden gem" feature or automation that has made your life easier lately?I’m eager to hear your thoughts and to dive into the conversations happening here.

Hi everyone!I'm Alanna Hurley, Community Manager here at ActiveCampaign, and I'm so excited to officially welcome you to our brand-new community platform!After months of planning and building, we've created a space designed to better support your success with ActiveCampaign, making it easier to connect, learn, and grow together. About MeI've been with ActiveCampaign for over 6.5 years and have worked across several teams:Implementations Team - Helping customers migrate from other platforms Content Marketing - Contributing to thought leadership and strategic content Education Team - Creating helpful, accessible content to support your success with the platformYou might've seen me in some of our YouTube tutorials, providing support in the Forum, or engaging in our Slack and Facebook communities. I love connecting with customers and hearing about your goals, wins, and challenges. Some Fun Facts About Me:I'm based in Chicago, IL  Dog mom to a 120 pound Bernese Mountain Dog named Chonk 🐾 I

Hey Team,We’re building an integration that syncs custom field options via the API. We use POST /fieldOption/bulk to create field options, which works well.However, we also need to update and delete individual field options (e.g., when a product name changes or is removed), and we can’t find documented endpoints for this.By inspecting browser requests in the ActiveCampaign UI, I found two endpoints that appear to do what we need: - DELETE /api/3/fieldOptions/{id} — to delete a single field option - PUT /api/3/fieldOption/bulk — to update existing field options (e.g., rename a label/value)Before relying on these in production, I have a few questions:1. Are these endpoints officially supported, even if undocumented?2. Is there any risk of them being removed or changed without notice?3. Is there a recommended alternative for updating or deleting field options via API?Any guidance would be appreciated.Thanks! 

Hi everyone,I’m working on a setup with multiple automations running at the same time (lead nurturing, onboarding, and re-engagement), and I’m finding it a bit tricky to keep things organized without contacts jumping between flows unexpectedly.I’ve been using naming conventions and folders, but as things scale it still gets messy. In some of my funnel work (including a small project I’m involved with called Funnelsflex), clarity and structure make a big difference, so I’m trying to apply the same thinking inside ActiveCampaign.How do you usually structure automations to keep them clean and easy to manage over time? Any best practices you’ve found helpful would be appreciated.

Hello,I am quite new to ActiveCampaign so bear with me.We send out a newsletter and I am viewing the report. Lots of entries registered with free email adresses like gmail, etc. However quite a lot from them belong to companies and I like to see that. Account fields are populated. The default view of the report shows quite some columns (some not so interesting to me) but I would love to see the account as well. How can I do that ?RegardsMatthias

My Active campaign crashed while i was editing a new campaign and shows the error - Something went wrongWe're having trouble loading this page right now On Chrome and safari. And there is no option to click to ask for help or log a ticket. I tried to contact a human but the bot will not open a support ticket or contact anyone. This is urgent!!!!! I have an email going out in 1 hour that I need to cancel.