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:

Get automation link

Part 2:

 Get automation link

 

Recency of opens:

Part 1:

Get automation link

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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  • With that first one. Say the lead doesn’t open for the first 60 days, they flow through the yes side of the logic and get a “Disengaged” tag. Then say they open something on Day 70.
    The Automation loops back through and does another check, this time the the Lead matches the No condition. The still have the “Disengaged” tag (which could be removed elsewhere).

    But isn’t the “has not opened any campaign” condition a one time thing, meaning that once they have opened, thats it ,the answer is always Yes they have opened one? The clock doesn’t reset, does it? I mean if they opened on day 70 and never again another one the “has not opened any campaign” condition is ‘yes they have’, so check back in 10 days or 10 years it is always going to be ‘yes they have’. Is that right?

    • Brian Gladu

      I think that the automation only begins on “added to list” so if they opened an email on day 70 it shouldn’t trigger the automation again.

      My interpretation of the intent of that automation was just to tag someone who hasn’t engaged for 60 days… probably to begin another automation that unsubscribes them or attempts to re-engage them.

      • Yeah, I am just wondering why it loops back to the wait 60 day step again.

        • Hi Barry, as Brian said, this is an automation in a set of two: this first automation
          add the tag, the second one try to rengage the
          contact.

          With the second automation you make your emails
          specifically for disengaged contacts. If they don’t open any email, you
          will unsubscribe them; if they open something, you will restart a
          “disengagement tag automation”.

          But yes, you’re right, my mistake, the clock doesn’t reset itself…Brian, is there any way to do that?

  • Part 1 of regency of clicks is missing the link?

    • Brian Gladu

      Hi Lanauze —

      We are working on a flow with a similar result but with slightly different steps… we are creating a “library” of automations. You can “like” the automations that you want to save and use later. Then, you can import them when you are ready. Do you think that will work our similarly?

      • Sound great, I was more thinking of the fact that I could build up a library of automation’s that are right for my business and then my customers, as a reseller customer as well, I would then have to option to export specific automation and import them into my customers accounts. It sounds like you are creating a community archive (library) of automation that we can bookmark (like) and find for importation later. I like the community aspect of AC, and the willingness to share complex automation’s, but I also see the need for an additional personal archive of automations like I explain above, more so because I resell AC to customers, and need a way of sorting tested funnels, to import specifically to customers, and having these in a public space may not be a great thing when I’m selling that directly to the customer. Thanks for responding, Chris Lanauze

    • Lanauze, I just have a second empty AC account that I use to organise and test my Automation library. Keeps them nice and separate from my live marketing stuff. If I need to share one with a client, I just share fro mthe demo account.

      • That’s a good Idea Barry, but I could for-see issues for AC with this method, being that if everyone did this the AC would have a heck of a lot of sub-domains for activehosted, but it does highlight the need for a staging area maybe. At any rate its easy enough to have a second account. Thanks.

        • We’re working on a solution for this sort of thing long term. It’s a little while out but we hear you loud and clear. Stay tuned.

  • Whoop whoop – thanks guys!

  • Will Russell

    Thanks for this. So with Matt’s engaged user automations, what’s the trigger for Email Open Recency Tagging and Email Click Recency Tagging?

    If it’s a click, open or subscribe, will the ‘Start Automation’ automation not exit the user from the other automation before it’s even begun?

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  • I still find it VERY difficult to understand why I am unable to create a filter for subscribers who haven’t, say, opened an email in 6 months, or since a designated date. Aweber offers this, as do other email services.

    When one has a list with subscribers going back a couple of years, I’d really like to be able to quickly and easily segment those super unengaged folks into a separate list and attempt re-engagement, or send them different offers.

    I contact support and was told this can’t even be done at the support staff level, which sounds like you are just resistant to doing it for whatever reason. Or am I being told that even AC staff don’t have the functionality to filter this way? If not, that sounds like a flaw in the system.

    Anyone else have any ideas. I know I can create automations for this for new subscribers, but I want to look at the old ones.

    • Brian Gladu

      Hi Stephen! For the time being, you’re only able to do this with automations. We’re not opposed to adding this functionality, we just have to prioritize it against all the other features our users have requested.

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