6 useful automations you can import right now

After reviewing our blog comments, I saw many of you want us to share pre-built automation workflows.

Here are six of my personal favorites…


Product interest tagging

This automation uses Site Tracking to tag contacts who have visited a product page on your website repeatedly. These tags can be used to segment and send targeted offers. If they visit the product page two to five times they are tagged as “Interested in Product X” and if they visit six or more times they are tagged as “Extremely interested in Product X.”


  • This automation assumes that you have two versions of your website: a “www” version and “no subdomain” version. If you only have a single version of your website, just delete these extra conditions.
  • If you have multiple products, you’ll use this template to create multiple automations. I’d suggest grouping them by tagging them as “Interest tagging.”


Targeted content follow-up

This automation delivers content that is aligned with products a contact is interested in. It begins when a product interest tag is applied. It could deliver content and offers that are related to the product they are interested in. You can “stack” this one on top of the previous one (“Product interest tagging”). There are two automations — one for “extremely interested” and one for “interested.” The “extremely interested” follow up is a bit more aggressive with the timing of messages and might include more calls to action.


  • There is no email content included with these automations. You will need to create the content for these emails. This is only a suggested follow-up sequence.
  • If you are going to “stack” this automation with the previous one, you will need to make sure that the interest tags you apply in the previous automation match with the tags you are using to trigger this automation or this automation won’t begin when the interest tag is applied.
  • You would want to end this automation when a contact purchases the product it targets so that they won’t receive an email that there is a sale on the product after they’ve purchased it (which would be upsetting).
  • You’d probably want to start a general follow-up sequence when this one ends that delivers good content and a variety of offers, or make this one longer if you have enough targeted content to do so (because this one is very short)

“Interested” follow-up:

“Extremely interested” follow-up: 


“Need help?”

Send out a “how can I help you?” email after a contact visits help documentation. If they are a customer, they get an email from customer support. If they aren’t yet a customer, they get an email with replies going to someone in sales.


  • You probably would want to set this automation to “run once” so they don’t get this email every time they visit your help docs.
  • When prompted by the import wizard, edit the URL to reflect the URL of your help documentation.


Customer service follow-up

If a contact is given the tag “Customer service follow-up” it will trigger this automation that waits a day and then checks in. If the customer clicks the “not resolved” link, it will notify your support person they need to reach out to them, and redirect them to a form to collect more information. If they click the “resolved” link, it will remove the tag.


  • The links in the email should redirect to actual pages on your website. The happy face should go to something along the lines of “Noted! Glad we were able to help!” and the sad face should redirect to a form that could request more information about the unresolved issue so that when the customer support person goes to follow-up, they have more information to go on.
  • When the import wizard prompts you at Step 2, select campaign “Issued resolved?” and edit the link to be your resolved link. Edit the “or” condition to be your “not resolved” link. At Step 3, input your “not resolved” link. At Step 5, input your “resolved” link.


Help them leave

If someone is ignoring your emails, they are harming your deliverability. These uninterested contacts are making it so your interested and engaged contacts, the ones who really want to hear from you, never even see your messages because they are filtered away from their inbox. You want to make it really, really easy for these uninterested contacts to leave. This automation politely invites a contact to unsubscribe if they haven’t shown any signs of engagement in two weeks.

Part 1: Are the engaged? If not, send an email… 
This automation looks for engagement. If there are no email opens or clicks after two weeks, it sends them a “Do you want to leave?” email. If they click the unsubscribe link, it removes them from the list.

Part 2: Tag as “more follow-up”… 
If someone clicks to hear from you more, this automation will tag them as such so that you can create a segment of these “very interested” subscribers and send to them more often (as requested).


Accessory upsell after purchase

This automation sends out an email when someone buys a certain product but does not buy an accessory product. It checks for certain product tags. If they have the product tag but do not have the accessory product tag, it sends them an email to ask if they want to add that item to their order before it ships.


  • This basic idea could be used to upsell or cross-sell with related products — but works best with accessory products they’ll end up needing anyway. For instance, if they bought a SLR camera but no film.
  • It doesn’t have to be a “before it ships” offer. You could delay sending by one week and then ask them if they’d like to purchase the accessory item at a discount.

If you like us sharing automations, please give us suggestions for what kind of automations you’d like us to create and we’ll continue posting them.

6 ways marketing automation can improve your website’s conversion rate


Are you frustrated by your website’s low conversion rate?

You’ve already optimized your sales copy, updated your design, and tested for usability.

No matter what you do, your conversion rate remains lower than your industry average, and you’ve got a sneaking suspicion your closest competitors are doing much better (judging by what they can afford to spend on Adwords).

What else can you do?


Targeting Your Marketing: Advanced Segmentation

Segment your list for better email marketing


The emails you do not send are more important than the ones you send.

If you email the wrong people, your deliverability will plummet. The people you want to reach, the contacts who want to hear from you and are ready to buy, will never even know you emailed them.

If your email isn’t engaging people, the algorithms assume it is unwanted so it’s filtered away from the inbox.


Create an effective lead scoring system in 7 steps

Lead scoring solves an important problem… it keeps your sales team focused on only your best opportunities, so they aren’t wasting time on dead end leads.

A good lead scoring model can help you prioritize leads by:

how likely they are to purchase,
purchase size, and
purchase timeframe

… so your sales team is always focused on the hottest, biggest prospects.


Setup a two-way sync between ActiveCampaign and Salesforce (and other apps) using PieSync

It’s a wonderful time to be a digital marketer. Open APIs and an unprecedented emphasis on integration have made it so we can combine our favorite apps to create a super platform.

We might use Gmail to communicate with our clients, SalesForce to manage our sales process, and ActiveCampaign for our email marketing and marketing automation. We can patch together “best of breed” tools to build our ideal workflow.


5 landing page services with unique benefits

I wanted to compare the great landing page builders that integrate with ActiveCampaign, but I quickly ran into a problem — it was difficult to identify what made each of them unique.

I imagine it’s also challenging from a consumer’s standpoint — how do you pick a landing page solution when they offer very similar features? What are each company’s strengths? What unique capabilities do they offer?


We just added 6 new email templates

Free email templates

We’ve added six beautiful new email templates to your library. Of course, they are 100% mobile responsive.


Content Marketing Toolbox: 35 of the best tools for creating stellar content

As if we didn’t already have enough to do, “content creator” has been added to the list of hats we must wear as online marketers.

It’s a really big hat, too. Content marketing encompasses so much more than just writing— SEO, graphic design, project management, lead capture, video editing, and social media— all come into play as we go about creating and distributing promotional content.

Thankfully, there are fantastic tools out there to help you create the best content possible, make your life easier throughout the process, and maximize the promotional value you get from your content.

These are some of the “best of breed” online tools you can use to improve your content marketing:

Targeting your marketing – Part 1: Advanced personalization

Strategies for targeting your marketing

In 2014, 86% of revenue came from email campaigns that used advanced tactics (not broadcast emails).

— DMA UK’s National Client Email Report – 2015

Our improved ability to target individual contacts might be the most important advancement in email marketing services since the autoresponder was introduced over a decade ago. The old marketing adage, “Get the right message to the right contact at the right time,” has never been easier to achieve.

Targeting is a proven path to better results. The closer your marketing message aligns with the needs and interests of your contacts, the more effective it becomes.


7 steps to create your best automated follow up sequence

Create your best automated marketing sequence

Download an infographic summary of this post


Are you using the best
automated follow up strategy?

Whether you are in the process of creating your first follow-up sequence, or you’ve been at this for years, your follow up sequence should be the result of a well-defined plan for achieving the results that matter to your business. tweet this

Instead, our follow up is often created on a whim or pieced together bit by bit over time to fill in gaps… this piecemeal evolution means our sequences probably aren’t the product of a well-considered, overarching strategy designed to produce the best results.

What’s more, a lot has changed since you created those sequences… powerful new marketing tools have been introduced, you’ve gained valuable insights about your customers, your product line has transformed, and you’ve learned more about effective online marketing.

This post on re-envisioning your follow up is a chance to implement everything you haven’t gotten to, but should.