Automations to Track and Engage Your Contacts

Here’s another list of automation workflows you can import. For more information about our automation sharing feature and how it works, see this post.

A few of these were originally shared in our new ActiveCampaign community. We’ve got some great conversations going there so feel free to sign up and join in.

Recency of engagement tagging

This series of automations applies tags based on the time passed since email link clicks and opens. This is useful for segmenting your list. You could create a segment of “less engaged” contacts and “more engaged” contacts. You could send fewer emails to less engaged contacts and send more frequently to engaged contacts.

There are separate automations for clicks and opens and each automation has a “helper” automation that keeps the tags up-to-date.

Notes:

Recency of clicks:

Part 1:

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Part 2:

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Recency of opens:

Part 1:

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Part 2:

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Invite to follow when referred by a social media link

This automation requires that you have Site Tracking installed and set up. It looks at the referring domain and, if it is Twitter or Facebook, it will send the contact an email inviting them to follow you on social media. You could easily add additional social networks (just be careful to use their referring domain… it’s often not their main domain).

Notes:

  • This automation should be set to only run once so that you don’t send someone the same email over and over each time they visit your site from social media.
  • In the email that is sent, I suggest inviting them to follow you on all your social media accounts.

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Lead scoring a contact’s engagement

These automations will dynamically adjust lead scores based on your contacts behavior.

Notes:

  • You should assign your own point value for these based on a well-thought out lead scoring program. The values included here are a placeholder. Unless these points are distributed in a way that is driven by your unique business, it’s likely to turn into a meaningless number that doesn’t reflect the quality, fit, or sales-readiness of your leads.
  • These automations allow you to adjust lead scores. The lead scoring rules you create are either “on” or “off” while adjusting lead scores in automations can raise or lower values each time a behavior occurs (as long as the automation is set to runs multiple times).
  • To keep your account organized, I’d recommend grouping these automations together using a “Contact lead scoring” label of some kind.
  • All of these rules adjust Contact Scores (not Deal Scores).
  • All of the points that are added by these rules are set to expire after 30 days. You can adjust this setting within the automations.

Unsubscribe from a list = -75:
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Submits a form = + 20:
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Link click in email = + 15:
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Campaign open = + 10:
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Website visit = + 10:
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Specific page visit = + 25:
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New deal created on contact score threshold

When a contact’s lead score reaches a threshold score, this automation will create a new deal, distribute the lead to a salesperson, apply a “qualified lead” tag, and send a “text-only” email to see if they have time for a phone call.

Notes:

  • It’s a good idea to use a scheduling app so that this automated email doesn’t end up producing long chains of back-and-forth trying to find a time that works. Here are some services that integrate with us:
  • In order for this automation, or any automation that is triggered by lead scores, to be useful, you’ve got to have a solid, well-considered lead score program in place. Lead scoring is one of those things, like tagging, that can become a useless mess if you aren’t following an intentional process that takes the big picture into account. This blog post might help you create a solid lead scoring program.

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If you missed the last automation sharing post, you can find it here and we have another one here. Also, if you have any suggestions for automations you’d like us to create and share in the future, please let me know in the comments. We’ll be posting new automation workflows for you regularly. 

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