Editing Active Intelligence: Insights

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'''Navigation:''' [[Main_Page]] > [[Reports]] > [[Active Intelligence]] > Active Intelligence: Insights

== Introducing Active Intelligence: Insights (Beta) ==

Active Intelligence: Insights is an innovative feature within ActiveCampaign that allows users to quickly and effectively analyze campaign performance metrics without the need for navigating complex dashboards. Available for users on the Pro and Enterprise tiers, this AI-powered conversational reporting tool provides instant summaries, visualizations, and tailored recommendations. Its purpose is to facilitate smarter, faster decision-making by streamlining the process of obtaining key marketing insights.

=== Why It Matters ===
Understanding the performance of your campaigns is crucial for successful marketing strategies. Traditional reporting methods can be time-consuming and require extensive digging to extract necessary insights. Active Intelligence: Insights revolutionizes this process by empowering users to ask direct questions about their campaign data and receive immediate feedback, enabling informed and timely decisions.

== How to Access Active Intelligence: Insights ==

To utilize Active Intelligence: Insights, you must be subscribed to either the Pro or Enterprise tiers. After confirming your subscription status, follow these steps to access the feature:

1. Log into your ActiveCampaign account.
2. Look for the '''Active Intelligence''' button located above the search bar and click on it.
3. You can either type in your specific questions regarding your campaigns' performance metrics or select from the example cards that appear to explore additional insights into your campaigns.

== Step-by-Step Instructions ==

1. **Log into Your Account:**
   Begin by logging into your ActiveCampaign account.

2. **Locate the Active Intelligence Button:**
   Find the '''Active Intelligence''' button that is positioned above the search bar in your dashboard.

3. **Formulate Your Question:**
   Enter your question in the provided text field. For instance, you might ask about the performance of your open rates or request tips for optimization.

4. **Utilize Example Cards:**
   If you're unsure of what to ask, utilize the example cards below the text field. These provide insights into improving campaign performance based on common inquiries.

5. **Receive Instant Feedback:**
   Upon submitting your question, wait a few moments for Active Intelligence: Insights to generate an instant summary or visualization that addresses your inquiry. This response may include actionable tips for optimization as well.

== Configuration Options and Settings ==

Active Intelligence: Insights comes with several key features that enhance user experience:

* '''Conversational workspace''': This allows users to input specific questions regarding campaign analysis through a straightforward interface.
* '''Instant visualization''': Quickly visualizes trends, helping to spot crucial performance indicators at a glance.
* '''Actionable optimization tips''': Alongside insights, users receive customized recommendations to enhance underperforming campaigns.
* '''History tracking''': Users can revisit past conversations, allowing them to continue discussions from where they left off without losing context.

== Best Practices and Tips ==

* **Ask Specific Questions**: For the best insights, formulate specific inquiries about campaign performance, such as, “What strategies can improve my open rates?” This focused approach helps yield more precise answers.
* **Utilize Trends**: Regularly check for visualizations that illustrate trends in your marketing data.
* **Implement Recommendations**: Don’t just gather insights—act on the optimization tips provided to enhance your campaigns continuously.
* **Review Past Queries**: Take advantage of the history feature to track progress and revisit previous analyses for ongoing campaigns.

== Common Use Cases ==

Active Intelligence: Insights can be utilized in various situations, including:

* Comparing your open rates to industry benchmarks: “How do my open rates compare to industry standards for [industry]?”
* Seeking improvement tips: “Give me specific recommendations to increase my open rates.”
* Understanding unsubscribe issues: “How can I reduce my unsubscribe rates?”
* Analyzing historical performance: “Why did my open rate drop in March?” This question allows for a root cause analysis and suggests follow-up actions.

== Troubleshooting ==

Should you experience any issues accessing or using Active Intelligence: Insights, consider these steps:

* **Confirm Tier Subscription**: Ensure that your account is on the Pro or Enterprise tier.
* **Refresh Your Session**: Log out and then back into your ActiveCampaign account to reset your session.
* **Check for Updates**: Verify that you are on the latest version of ActiveCampaign and that there are no known outages or maintenance notifications affecting your account.
* **Contact Support**: If problems persist, consider reaching out to ActiveCampaign support for assistance.

== FAQ ==

=== What is Active Intelligence: Insights? ===
Active Intelligence: Insights is a conversational reporting tool that provides instant campaign performance insights, visualizations, and tailored recommendations.

=== Who can use Active Intelligence: Insights? ===
This feature is available exclusively for users on the Pro and Enterprise plans of ActiveCampaign.

=== How do I access Active Intelligence: Insights? ===
You can access it by logging into ActiveCampaign, clicking on the '''Active Intelligence''' button, and entering your questions or selecting from example queries.

=== What types of questions can I ask? ===
You can inquire about various metrics, such as open rates, unsubscribe rates, and request optimization strategies for your campaigns.

=== Can I revisit previous analytics conversations? ===
Yes, Active Intelligence: Insights allows users to revisit past conversations to maintain context in ongoing analyses.

=== Are there tips for effective use of this feature? ===
Formulate specific questions, act on recommendations provided, and regularly review trends to optimize your campaigns effectively.

=== What if I encounter issues while using this feature? ===
Ensure your account is on the correct tier, refresh your session, check for updates, or reach out to ActiveCampaign support.

For more information, you can refer to the article on [[Getting started with Active Intelligence: Insights]].
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