Automated Campaign

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How do I send an automated campaign from a Deal Owner?

Automated campaigns are a powerful feature of ActiveCampaign that allows businesses to send targeted messages based on specific triggers, behaviors, or actions. One of the unique functionalities of the automated campaign is the ability to personalize campaign emails so they appear to come directly from the owner of a deal. This personalization enhances the relationship between sales representatives and potential clients, making communications more personalized and effective.

This feature is particularly useful for sales teams that want to maintain a personal touch in their automated communications while still benefiting from the efficiency of automated campaigns. By ensuring that messages are sent from the relevant deal owner, businesses can foster trust and engagement with their leads.

How to Access This Feature

To send an automated campaign from a deal owner, you need access to the Automations section in ActiveCampaign. This feature is available in the following ActiveCampaign plans: - Plus - Professional - Enterprise

Ensure you have the **Pipelines** and **Sales Engagement** add-ons, as these are prerequisites for using this functionality. Once these requirements are met, you can proceed to modify your automation.

Step-by-Step Instructions

Follow these steps to send an automated campaign from a deal owner:

1. Navigate to the **Automations** overview page.
2. Locate the automation you wish to modify and click **Edit**.
3. Hover your mouse over the desired campaign and click the Edit email icon.
4. In the campaign builder, click the **gear icon** located in the upper right corner.
5. The **Campaign Settings** modal will appear. Click the **personalization icon** for either the **From Name** or **From email**.
6. A new modal window will open. Click the field under **Select Field**.
7. Scroll down to the list and select one of the Deal Owner fields by clicking it.
8. Click **Save** to apply the changes.
9. Once completed, click **Close** to exit the settings.

By following these steps, you can customize the sender information in your automated campaigns, enhancing the connection with your leads.

Configuration Options and Settings

When setting up an automated campaign from a deal owner, the key configuration options include:

- **From Name**: Change the sender's name to reflect the Deal Owner, making it more personal for the recipient. - **From email**: Update the sender's email address to that of the Deal Owner to ensure responses are directed to the right person. - **Select Field**: This is used in the personalization settings to select the appropriate Deal Owner field from your data.

These settings are crucial to customize the contact experience and to maintain the relationship between the lead and the Deal Owner.

Best Practices and Tips

To maximize the effectiveness of your automated campaigns, consider the following best practices:

- Make sure that the **From Name** and **From email** accurately represent the deal owner to foster trust. - Regularly update and check the deal owner's information to prevent sending from an outdated account. - Test your automated campaign before launching to ensure that personalized fields are correctly inserted and display as intended. - Monitor the performance of your automated emails, paying attention to response rates to assess the effectiveness of personalization.

By adhering to these best practices, you can increase engagement and improve the overall effectiveness of your campaigns.

Common Use Cases with Examples

- **Lead Nurturing**: If a sales representative is managing a deal, sending automated follow-up emails from the representative's email can help nurture the lead through interested stages. - **Event Reminders**: Personalize emails for events or webinars to remind leads about important dates, coming directly from their deal owner. - **Post-Sale Engagement**: After closing a deal, automated thank-you emails sent from the deal owner can strengthen customer relationships and promote satisfaction.

These examples showcase the versatility of sending automated campaigns from a deal owner, enhancing customer interactions and streamlining processes.

Troubleshooting

If you encounter issues while sending automated campaigns from a deal owner, consider the following:

- Ensure that you have at least one active deal associated with a deal owner in your account. - Verify that you are working within a Plan that supports the functionality (Plus, Professional, or Enterprise). - If there are issues with personalization not appearing correctly, double-check the selected fields in the Campaign Settings.

If issues persist, consult the ActiveCampaign support team for assistance.

Related Features

- Deals - Pipelines - Automations

These features may be useful in conjunction with the automated campaign functionality, providing a broader context for managing leads and sales processes.

FAQ

Q1: Can I send automated campaigns without a Deal Owner? A1: No, the personalization option for automated campaigns requires at least one active deal owner to function.

Q2: What happens if the Deal Owner's email changes? A2: You should update the deal owner's email address in ActiveCampaign to ensure that automated emails are sent from the correct account.

Q3: Is there a limit to how many automated campaigns I can send? A3: There is no set limit to the number of automated campaigns you can configure, but performance monitoring is recommended to maintain engagement rates.

Q4: Can I customize the email content in addition to the sender's name and email? A4: Yes, you can customize the email content as part of the overall campaign setup beyond just the sender's details.

Q5: How can I test my automated campaigns before sending them out? A5: Use the preview feature within the campaign builder to test and see how your emails will look to recipients.

Q6: What should I do if I notice low engagement rates in my automated campaigns? A6: Consider refining your messaging, personalizing content more effectively, or reviewing the timing of your campaign deliveries.

Q7: Can I use this feature in conjunction with other ActiveCampaign features? A7: Yes, this feature can be effectively used alongside other ActiveCampaign tools such as segmentation and tags to enhance targeting.

By utilizing the steps and guidance provided in this article, you can effectively send automated campaigns from a Deal Owner, enhancing client relations and driving better engagement with leads. ```