Active Intelligence overview

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Active Intelligence Overview

ActiveCampaign's Active Intelligence is an innovative conversational tool designed to assist marketers in creating campaigns, building automations, and analyzing insights more effectively. Launched to enhance user experiences and drive informed decision-making, Active Intelligence operates within a unified interface that maintains context and understands user intent.

This feature is particularly crucial as it enables users to optimize their marketing strategies through real-time feedback and insights. By integrating AI-driven capabilities into marketing workflows, users can seamlessly transition from campaign creation to analysis and optimization. This article serves as a comprehensive guide to Active Intelligence, outlining its access methods, functionalities, and best practices.

How to Access Active Intelligence

To utilize Active Intelligence in ActiveCampaign, follow these steps:

1. Click the Active Intelligence icon located at the top of your screen, to the right of the ActiveCampaign logo.

There are two primary methods to leverage Active Intelligence within your workflow:

Active Intelligence Workspace

This environment opens as a full-screen window when you click the icon from the main dashboard, allowing you to:

• Ask questions about your account and receive immediate answers.
• Specify the campaign functionalities you desire, prompting Active Intelligence to create them for you.
• Gain tips to enhance the effectiveness of your current campaigns.

Active Intelligence Sidebar

The sidebar feature is accessible on every page of the platform (excluding the dashboard). It recognizes your work in real-time, allowing:

• Recommendations for contact groups pertinent to your current viewing in the contacts section.
• Suggestions for automation triggers and actions based on your workflows.
• Contextual tips without requiring navigation away from your current task.

Other options available include:

• Clicking the plus symbol (+) to initiate a new chat.
• Clicking the hamburger icon (☰) to review your chat history.
• Typing "What can Active Intelligence do?" to receive a comprehensive list of its capabilities.

Step-by-Step Instructions

This section details how to effectively use Active Intelligence for various marketing tasks, including creating campaigns and automations, analyzing performance, and exploring additional features.

Create Campaigns

Active Intelligence simplifies the campaign creation process. You need only provide specific details, and the tool generates personalized email campaigns automatically.

1. Click on Active Intelligence in the top menu. 2. You can either:

  * Type a prompt to create a campaign. Some examples include:
    * “Write a product launch email that builds excitement with compelling benefits, addresses how it solves customer problems, and drives action with a clear call-to-action.”
    * “Create a monthly newsletter email with diverse content including industry updates, company news, customer spotlight, and actionable tips that keep subscribers engaged and informed.”
  * If you are in the Active Intelligence workspace, click on one of the pre-built Campaigns cards under the prompt field.

3. Review the generated campaign. 4. Edit the campaign using the following options:

  * Type a follow-up prompt to make changes while maintaining contextual continuity.
  * Click into the campaign to adjust it directly in Active Intelligence.
  * Click Edit in campaign designer for extensive modifications, opening the designer in a new tab.

5. Click the Send test button to send a test campaign to your associated email for review. 6. After finalizing the campaign, click the Review and send button. 7. Complete the information on the Campaign Summary page to finish. 8. Once all details are finalized, send your email.

Build Automations

Active Intelligence enables easy automation creation through simplified prompts.

1. Click on Active Intelligence in the top menu. 2. From here, you can:

  * Enter a prompt to design automations. Examples include:
    * “Design a 4-email lead nurturing automation: Email 1 provides valuable industry insights, Email 2 shares customer success stories, Email 3 addresses common objections, Email 4 presents a clear offer with urgency.”
    * “Create a 3-email welcome automation: Email 1 welcomes new subscribers and sets expectations, Email 2 shares the brand story and builds connection, Email 3 introduces key products/services with soft call-to-action.”
  * Alternatively, click one of the pre-made Automations cards if you're in the Active Intelligence workspace.

3. Review the automation and any associated campaigns. 4. Edit the automation and campaigns with the following options:

  * Use follow-up prompts to adjust as necessary.
  * Make manual adjustments directly via Active Intelligence or select Edit in campaign designer for advanced editing.

5. Click the Send test button to review the test campaign. 6. When satisfied, click the Review and activate button. 7. Make any necessary final adjustments and click Activate to put the automation into effect.

Analyze Performance

Instantly analyze campaign performance through Active Intelligence rather than navigating multiple reports.

1. Click on Active Intelligence in the top menu. 2. Ask a relevant performance question, such as:

  * “How did my May newsletter perform?”
  * “Which campaigns received the most clicks?”
  * “Why did my open rate drop last week?”

3. Review the results, which could include performance summaries and graphs. 4. Further investigate by typing follow-up prompts; context will be retained. 5. Rate the response to contribute to the improvement of the service.

Draft SMS Replies and Summarize Conversations

Active Intelligence also assists with drafting replies to text messages and summarizing conversations. Requirements include having the SMS add-on and a dedicated registered phone number in specific countries.

Configuration Options and Settings

To ensure effective utilization of Active Intelligence, the following configuration options should be set:

• Brand Kit: Prior to using Active Intelligence, create a Brand Kit to align generated content with your brand's voice.

  1. Click on Active Intelligence in the left-hand menu.
  2. Select the Create a Brand Kit button (if not yet established).
  3. Complete your brand details.

Best Practices and Tips

1. Leverage the conversational interface for iterative creations; context retention allows you to refine your requests easily. 2. Utilize prompts effectively by being clear and specific in your requirements; the more details you provide, the better the output. 3. Test campaigns before finalizing to ensure messaging aligns with your goals. 4. Regularly review insights generated from past campaigns to inform future strategies.

Troubleshooting

If you encounter issues while using Active Intelligence:

• Check the stability of your internet connection.
• Ensure Active Intelligence features are properly enabled in your account settings.
• Assess if any changes to your brand information might be causing discrepancies in generated content.

FAQ

What is Active Intelligence?

Active Intelligence is a conversational tool within ActiveCampaign that helps create campaigns, build automations, and analyze insights.

How do I start using Active Intelligence?

You can start using Active Intelligence by clicking the Active Intelligence icon at the top of your screen.

Can I use Active Intelligence on all plans?

Yes, Active Intelligence is available for all ActiveCampaign plans, including Starter, Plus, Pro, and Enterprise.

What is the purpose of the Brand Kit in Active Intelligence?

The Brand Kit ensures that all content generated through Active Intelligence aligns with your company's branding and messaging.

How does Active Intelligence analyze campaign performance?

Active Intelligence allows you to ask specific performance-related questions and provides instant feedback with data, charts, and insights.

Is my data used for AI training?

As of now, the data you enter into ActiveCampaign regarding your contacts or marketing content is not utilized to train AI models.

Can I create SMS campaigns with Active Intelligence?

Yes, Active Intelligence allows you to create SMS campaigns, provided you have the SMS add-on and a registered phone number.

For any additional inquiries, refer to related sections or consult the relevant articles in the ActiveCampaign help documentation. ```