Automation Recipes Part 2: Your Guide to Automating Your Sales Team

Automation Recipes Part 2: Your Guide to Automating Your Sales Team

Table of Contents

    This guide is part of a series of guides we’ve created to walk you through our automation recipe “menu” and highlight some of the recipes within to help you generate ideas and get more comfortable with building out automations for your business.

    Recall from Part 1 of this series that automation recipes are basic templates we’ve created to give you a starting point when you go to create an automation. They’re designed to be easy to import into your ActiveCampaign account so you can easily tweak and adopt them for your business’ specific needs. (For more on what recipes are and how our recipe “menu” works, see Part 1.)

    In Part 2, we’re going to continue in our guide to automation recipes by showcasing some recipes for automating your sales team and boosting contact satisfaction.

    Automate Sales Team

    This automation category enables businesses to scale their sales efforts through a blend of personal touch and automation.

    You can find a recipe here that will help you automate your sales pipeline (the Deals CRM in ActiveCampaign) or support your sales teams’ use of the Lead Scoring feature.

    Automate Sales Pipeline

    mdk7ude7q image2017 08 23at4.09.04pm

    On Reply, Create a Task to Respond

    This automation will help you stay organized and on top of the follow-up for your open deals. When setting it up in the “Automation Setup Wizard,” the task you select should be Email. The automation is triggered when a contact replies to any personal email you send and that contact’s deal status is open; it will then create a task reminding you to reply to the contact’s email.

    Note: Make sure your email account is connected to ActiveCampaign if you use this automation—otherwise it won’t work properly. (To do this, go to Settings, select “Deals” and “Add Account:”

    dk3omsu8u screenrecording2017 08 23at04.20pm

    Lead Scoring

    Add Points for Campaign Link Clicks

    This automation is one example of how you might distribute points for a certain action using our Lead Scoring feature. Ideally, it would be one of a series of automations helping you distribute points according to your own lead scoring system.

    This automation will add points to a lead’s score each time any link in any email is clicked. The point value is just a suggestion; you can edit it to whatever value makes sense for your scoring system as you defined it.

    nksa9vjq3 image2017 08 23at4.40.23pm

    Boost Contact Satisfaction

    Automations in this category are designed to help you boost contact satisfaction. Some are recipes to help you build a stronger relationship with your audience, and others are focused on helping you provide excellent customer support.

    Strengthen Relationship

    0f87h85aw image2017 08 25at11.35.50am

    Ecourse Delivery

    When your objective is to strengthen your relationship with your audience, you might consider providing a free, helpful resource, such as an ecourse, to show value to your contacts, position yourself as an expert, and create an opportunity to introduce your products or services. Ecourse delivery via email can also encourage more opt-in subscribers.

    This automation is triggered when a contact subscribes to a list. It begins a sequence of emails that deliver daily ecourse “lessons,” beginning with a welcome/orientation email on Day 1, and ending with a summary email on Day 6.

    Note: If you don’t use a list for your ecourse, you could instead configure this automation to be triggered when a contact fills out a form, or when an “Enrolled in ecourse” tag is applied to a contact.

    Customer Support

    e8dultb3r image2017 08 25at11.38.53am

    Customer Service Follow-up

    This automation is one example of how you might set up your customer service and support process to ensure all issues are resolved to customers’ satisfaction.

    It is triggered when a tag is applied to indicate that a support ticket has been closed. (You might use a service like Zapier to apply support tags.) It then sends a campaign email to find out whether the contact’s support issue has been resolved. The email should contain two links for the contact to select: One they click to indicate that their issue has been resolved, and one they click to indicate that it has not been resolved.

    If a contact selects the “has not been resolved” link, the automation will add a “customer service issue” tag and send a notification to your support team member to reach out to that contact. At this point in the automation, you could also include a step that directs the customer to a form to collect more information about the issue.

    If a contact selects the “has been resolved” link, the automation will remove the “Customer service issue” tag (if one was previously applied), remove the “Customer service ticket closed” tag, and end the automation.


    Now that you’ve glimpsed a few of the automation recipes available within our platform to help you automate your sales team and boost contact satisfaction, take some time to explore the others!

    You can also find more in Part 3 of this guide series, which highlights recipes to help you manage and track your contacts, and Part 1, which includes an introduction to the recipe “menu” and a few recipes for increasing revenue and website traffic.

    Remember, many of the recipes in this guide series can be tweaked for any business, organization or brand, whether you’re selling products, offering a service, or simply promoting engagement with your brand. So if it’s close but not quite right, think about what adjustments would be needed to make it the right automation for your needs.

    We’d love to hear which recipes you’re importing and using to experiment. Let us know in the comments below!

    Ready to get started?

    Try it free. No credit card required. Instant set-up.