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:
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The Intent Trigger: "This person just visited the [Product Name] pricing page 3 times."
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The Recent Win: "They just completed the [Course Name] onboarding."
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The Last Touch: "Their last opened email was [Subject Line] on [Date]."
Why this is a "Quick Win":
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Zero Research Time: You (or your team) don't have to spend 10 minutes digging through a contact record to understand why you're calling them. The context is delivered right to your inbox or Slack.
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Instant Personalization: You can walk into a "human moment" and say, "I saw you were looking at our new features. Do you have any specific questions about the integration?" instead of a generic "How can I help?"
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Reduced Friction: It turns a "task" into a "conversation."
Your Action Item: Go to your most important "Hand-Raise" automation. Update the internal notification to include 2-3 specific data points about that contact's recent behavior.
Learn more about all of the different options available for automations here:
https://help.activecampaign.com/hc/en-us/articles/218251828-Automation-actions-explained
If you’re already leveraging internal notification emails, share your favorite strategy in the comments below 👇