Keep going with the system you started

You 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 week

Pick 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 built

What 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 context

If 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 recommendations.

👉 Active Intelligence Custom Instructions

⚙️ Keep building your automation backbone

The automation builder lets you start from an Active Intelligence prompt, start from scratch, or use a recipe, then combine triggers, actions, and logic into a workflow.

If you want a clearer view of what you can actually add into the workflow, this is the best reference. It covers actions like Send an email, Wait, If/Else, Send an internal notification, Send an SMS, and AI Actions Library.

👉 Automation actions explained

📱 SMS 

If you want to sharpen your SMS strategy, this is the best follow-up read from today’s session.

The core practices are:

• start with permission

• keep messages relevant and valuable

• use SMS as part of a multichannel strategy

👉 SMS marketing best practices
 

🤖 Add one smart layer with AI Actions

AI Actions Library lets you transform the value of a custom field and save the result into another contact field inside an automation.

Out of the box, you can use it to summarize, analyze, translate, classify intent, and determine sentiment.

That makes it a great fit for things like:

• summarizing form responses

• pulling signal from open-text fields

• creating a smarter handoff to your team

👉 AI Actions Library overview

See you next week in Session 4! 

April 🤠

P.S. If you did not leave feedback yet, I’d love to hear what landed, what felt confusing, and what you want more of next time. Leave feedback.