Strategy

Happy Thursday, Community!On Tuesday, we talked about the power of the Human-in-the-Loop system; using automations to tell you exactly when a customer needs a person, not a prompt. Today, we’re looking at the tactical "secret sauce" to make those human moments seamless. The Tip: Move beyond "You have a new lead" alerts and build a Context Brief into your Internal Notifications.When you trigger an internal notification to yourself or your sales team, don't just send a name and an email. Use Personalization Tags to pull in the data your "Strategic Scout" (Active Intelligence) has been tracking. What to include in your "Smart Alert":Instead of a blank email, set your notification to include: The Intent Trigger: "This person just visited the [Product Name] pricing page 3 times." The Recent Win: "They j

You just built your first Business Goal and journey strategy in Active Intelligence - nice work! Here's what do next and resources to keep the momentum going before Session 2. 📌 Your One Action This WeekGo deeper on one part of your journey: a specific segment, a channel strategy, or a touchpoint you want to explore. 💬 Share what you built. What Business Goal did you create? What did Active Intelligence come back with? Drop your prompt below and tag someone whose prompt you'd steal. See you in Session 2!  🎨 Set Up Your Brand Kit Before Session 2If you didn't get your Brand Kit configured during the session, this is your #1 priority before next week. Next week we're building segments, campaigns, form  and Brand Kit makes sure they all sound like your brand.👉

Happy Tuesday, Community! As we dive deeper into our Active Intelligence Challenge, there is a strategic paradox we need to address: The more we automate, the more valuable a personal connection becomes.In a world where every inbox is filled with AI-generated drafts and perfectly timed sequences, "Human-in-the-Loop" excellence is becoming your new competitive advantage. The Strategy: Automation as a "Human Alert System"The goal of high-level strategy isn't to remove the human from the business; it’s to use technology to identify exactly when a human is needed. Instead of automating 100% of the journey, use your data to trigger High-Value Human Moments. Strategic leaders are shifting their focus to: Identifying the "Hand-Raise": When a contact visits your pricing page three times in one hour, don't just send another a

Happy Monday, Community! A new week is here, and the best way to ensure you’re making progress on your business goals is to be intentional with your time. Instead of just reacting to your inbox, today is about planning for growth. To help you stay ahead, we have a full lineup of workshops designed to help you master your strategy and move faster.⭐️  Special Event: 4-Part Series KickoffThis week is particularly exciting because we are launching Part 1 of a brand-new series designed to take you from a blank page to a finished strategy.Virtual Study Hall: The Idea to Impact Series Turn one rough marketing idea into a complete, AI- powered marketing system in 4 week

Happy Thursday, Community!On Tuesday, we talked about closing the "Silent Gaps" in your business. Today, we’re looking at a tactical way to make sure the bridges you’re building actually get crossed by the right people at the right time. The Tip: Switch from "Wait for X Days" to "Wait Until Conditions are Met."Most automations are built with a simple time delay: Wait 2 days, then send. The problem? If someone signs up at 2:00 AM on a Saturday, your most important sales email hits their inbox at 2:00 AM on a Monday, likely buried under a mountain of "start of the week" noise. This creates a Silent Gap where your message is sent, but never seen. How to Level Up Your Timing:Instead of a fixed timer, use the "Wait Until" feature to create a more responsive journey: The Timing Window: Set a condition to wait unt

Happy Tuesday, Community!  When we build automations, we usually focus on the "Happy Path" - the perfect sequence of events where a lead clicks every link and buys every product/service. But the real strategy for growth isn't just in the clicks; it’s in the Silent Gaps.A "Silent Gap" is any point in your customer journey where a lead finishes a sequence and...nothing happens. They’ve raised their hand, engaged with your content, and then the automation ends, leaving them in a "dead zone." The Strategy: The "Always-On" LoopHigh-growth businesses don't let their leads go cold. The goal is to move from Linear Automations (Start ➔ End) to an Always-On Ecosystem. Instead of letting a sequence simply "finish," every automation should have a strategic exit-ramp: The Educational Pivot: Moving them from a sales sequence into a long-term value-add n

Happy Thursday, Community!We’ve had a great session together on Tuesday focusing on the ABCs of Prompting and building out "Quick Win" habits with Active Intelligence. To keep that momentum going, today’s tip is all about where to find the deep-dive strategy you need to move the needle in your business. The Tip: Tap into the Events CalendarThe Events section is more than just a calendar; it’s a dedicated library designed to help you master the platform at your own pace. If you are looking to bridge the gap between "having the tool" and "owning the strategy," this is your go-to resource for: Virtual Study Halls: Like our session this week on the ABCs of Prompting. Company Keynotes: High-level insights on the future of marketing automation and all things ActiveCampaign. Tactical Workshops: Step-by-step

Happy Tuesday, Community! The biggest gap between "just okay" marketing and high-growth strategy often comes down to how you use your tools. If you’ve been using Active Intelligence like a search bar, you’re only tapping into a fraction of its potential. Today marks the start of our new “Quick Wins” webinar series and the topic today is “The ABC’s of Prompting.” Most users get generic results because they provide generic inputs. To get an output that actually sounds like your brand and drives results, you need to provide these three pillars:Audience: Who are you writing to? Behavior: What should they do after reading? Content: What should it look like and sound like? The Tactical Win:When you use the ABCs, you stop wasting time editing "robotic" drafts. It’s a 30-second mental shift that buys yo

Happy Thursday, Community! On Tactical Tuesday, we discussed the strategy behind "Sender Reputation." Today’s tip is about the easiest way to monitor that health without getting lost in the numbers.Instead of manually auditing every report, you can use Active Intelligence to get an in-depth look at your account’s standing. It’s a great "health check" to run periodically to ensure your list hygiene and sending habits remain in top shape. The AI AuditYou don’t need to be a deliverability expert to spot a trend. By asking the right question, you can let the system scan your recent activity for any red flags that might be flying under the radar.How to do it: Open your Active Intelligence workspace and enter this prompt:"Show me my account's deliverability metrics for the past [time period], including bounce rates, spam complaints, open rates

Happy Tuesday, Community! You can have the best copy and the most beautiful automations in the world, but if they land in the Promotions tab (or worse, the Spam folder), they aren't doing any work for your business.Today’s tactic is about protecting your "Sender Reputation" so your messages actually reach the people who want them. The Strategy: Quality Over QuantityDeliverability isn't just about technical settings; it’s about engagement signals. Mail providers (like Gmail and Outlook) watch how people react to your emails. If thousands of people ignore you, those providers start hiding your mail. The 3-Step Health Check: Sunset the "Ghosts": Use an automation to identify contacts who haven't opened an email in 60-90 days. If they aren't biting, move them to a "re-engagement" drip or unsubscribe the

Happy Thursday, Community! On Tactical Tuesday, we talked about using Active Intelligence (AI) as a force multiplier to buy back your time. Today, I’m sharing the "hidden gem" that makes that possible: Custom Instructions.If you’ve ever felt like you’re repeating yourself to AI, re-explaining your brand voice, your target audience, or your formatting preferences every single time, this tip is for you. The Hidden Gem: Custom InstructionsThink of Custom Instructions as a permanent "brief" for your AI. Instead of starting every chat from zero, you can set account-level guidelines that Active Intelligence automatically applies to every campaign draft, automation suggestion, and report it creates.The Strategy: You set these instructions once, and the AI "remembers" them for every future interaction. It’s like training a new team member on your brand standards in one af

Hey Community! We’ve just added an Active Intelligence Prompt Library to our Community site, and it got me thinking about the bigger picture: Active Intelligence. We all know the "blank page" struggle. Whether you're building a new customer automation journey or drafting a weekly newsletter, the hardest part is often just getting started. This is where AI moves from being a "cool gadget" to a core business strategy. The Strategy Question:How are you currently leveraging Active Intelligence to buy back your time? Are you using it to summarize long data sets or customer feedback? Are you using it to generate 5 different subject line variations in seconds to see what sticks? Or are you planning on using our new Prompt Library to build out entire campaign frameworks that used to take you all aftern

Miscellaneous prompt examples for you to try out with Active Intelligence!Check out the full Prompt Library Personalize email with tags Personalize my email for me using up to 3 personalization tags. Personalize with name and company Personalize email with customer's name and company. SMS landing page follow-up Follow up with my landing page leads with an SMS message. Find a segment for a campaign Can you help me find a segment for this campaign? Win-back for missed holiday sales Generate a win-back automation for customers who missed our holiday sales.  We’d love to hear from you - reply be

Campaign prompt examples for you to try out with Active Intelligence!Check out the full Prompt Library Set a subscriber growth goal Create a business goal to get 500 new subscribers this quarter. Boost repeat purchases Help me build a goal to boost repeat purchases from existing customers. Reduce unsubscribe rate Create a goal for reducing my unsubscribe rate by 10%. Measure leads from SMS campaigns I'd like a business goal that measures new leads generated from my SMS campaigns. Hit enrollment target by a deadline I need 100 more enrollments before October. Double newsletter audience I'm trying to double my newsletter audience this s

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 visi

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.  

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.

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 v

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.

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 ann