Engagement Tagging

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Use Engagement Tagging automation recipes

Introduction

The Engagement Tagging automation recipes in ActiveCampaign are designed to track contact engagement with your emails, providing critical insights into the effectiveness of your email marketing strategies. By utilizing this feature, marketers can maintain healthy contact lists, enhance deliverability, and identify which contacts exhibit low engagement. Additionally, this functionality allows for tailored outreach to unengaged contacts through different channels.

Engagement tracking is essential for any marketing strategy, as it enables businesses to make data-driven decisions to optimize their communications. Implementing the Engagement Tagging automation recipes is straightforward and can significantly enhance your email marketing effectiveness.

How to Access This Feature

To access the Engagement Tagging automation recipes, follow these steps:

1. Click on Automations in the left menu to access the Automations Overview page. 2. Click the Create an automation button. 3. In the modal that appears, you will find the options for both parts of the Engaging Tagging automation. You can also find these recipes directly in the Marketplace for direct access.

Step-by-Step Instructions

Here is a detailed guide on setting up the Engagement Tagging automation:

Part 1 - Engagement Tagging Automation

1. From the Create an automation modal, select Part 1 - Engagement Tagging and click the Continue button. 2. The Automation Builder will load. Here, you will set up the automation to add/remove engagement tags based on contact behavior. 3. Configure the following tag actions based on contact engagement:

  - Engaged
  - Recent activity
  - Disengaged
  - Inactive

4. Customize the timing intervals for these tags according to your business needs, if the default intervals do not suffice. 5. Enable website visit tracking by ensuring site tracking is activated in your ActiveCampaign account. This is essential for correctly tagging contacts based on their engagement.

Part 2 - Engagement Tagging Automation

1. Return to the Automations Overview page and click on the Create an automation button again. 2. Select Part 2 - Engagement Tagging from the modal and click the Continue button. 3. The Automation Builder will load this second part. You will configure this automation to pull contacts into the first automation based on specific triggers:

  - Reads any email
  - Clicks a link in any email
  - Visits a webpage

4. Each trigger is set to allow multiple entries, accommodating contacts that repeat engagement actions. 5. Once configured, set this automation to Active.

By completing these steps, your setup for the Engagement Tagging automation will be fully functional, allowing for efficient tracking of contact interactions.

Configuration Options

In the Engagement Tagging automations, several bold configuration options are necessary for successful implementation:

- Engaged - Tag added when a contact interacts with emails or website content. - Recent activity - Indicates recent engagement with your communications. - Disengaged - Applied when a contact has not engaged for a specified interval. - Inactive - Indicates prolonged inactivity, helping to identify contacts for potential re-engagement efforts.

Make adjustments to these tags as needed to align with your specific marketing goals and audience behavior.

Best Practices and Tips

1. **Track Performance:** Regularly monitor your campaign and automation email reports for key metrics, such as open rates, click rates, and engagement trends. 2. **Set Clear Goals:** Determine what levels of engagement you consider to be satisfactory to help define your tagging strategy. 3. **Automate Wisely:** Use the automation triggers strategically; ensure they align with your overall marketing objectives to avoid overwhelming contacts with too many tags. 4. **Engage Non-Responders:** Utilize the information gained from your engagement tags to develop strategies for re-engaging 'disengaged' and 'inactive' contacts through alternative channels. 5. **Document Activation Date:** Keep track of when the Engagement Tagging automations are activated to measure changes in engagement more accurately.

Troubleshooting

If you encounter issues with the Engagement Tagging features, consider the following troubleshooting tips:

- Ensure that site tracking is correctly set up in your account to capture the engagement data. - Verify that both parts of the Engagement Tagging automation are activated; if only one is active, the automation will not function as intended. - Regularly check the detailed engagement report on the Reports page for specifics on contact interactions.

FAQ

1. What are the benefits of using Engagement Tagging?

Engagement Tagging helps to identify customer engagement levels, maintain clean lists, and strategize re-engagement efforts for inactive contacts.

2. Can Engagement Tagging automations track retroactive engagement?

No, these automations only capture engagement data from the moment they are implemented going forward.

3. Are Engagement Tagging automations available on all ActiveCampaign plans?

Yes, the Engagement Tagging automation recipes are available across all ActiveCampaign plans.

4. How often can contacts re-enter the Engagement Tagging automations?

Contacts can enter the automations multiple times based on the triggers set for actions like reading emails or visiting web pages.

5. What is needed to track website visits effectively?

To effectively track website visits, ensure that site tracking is enabled in your ActiveCampaign account.

6. Where can I find detailed reports on engagement?

Engagement can be assessed through the Reports section in the left menu, where you can view open and click rates as well as lists of engaged and unengaged contacts.

7. How do I customize the engagement tagging intervals?

The intervals for engagement tagging are included in the automation but can be modified within the Automation Builder to meet your specific requirements.

For more information on the Engagement Tagging feature and other helpful topics, consider exploring ActiveCampaign's live workshops and additional resources available through their documentation. ```