Hands-on
Five automations you can build this week
Each recipe lists the trigger, the steps and the goal. They're written for ActiveCampaign's builder but translate to most platforms.
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Demo 01
Welcome series that qualifies leads
Trigger: Contact submits your signup form
- 1.Send welcome email with one clear next step
- 2.Wait 2 days
- 3.If link clicked → add tag 'engaged' and +10 lead score
- 4.Else → send story-based follow-up
- 5.If lead score ≥ 20 → create deal in pipeline and notify owner
Outcome: New subscribers sorted into hot vs. nurture within a week.
Demo 02
Abandoned consultation booking
Trigger: Visits booking page but no appointment created within 1 hour
- 1.Send short 'still want to talk?' email with calendar link
- 2.Wait 1 day
- 3.If still not booked → send FAQ email addressing top objections
- 4.End automation when appointment is booked (goal)
Outcome: Recover visitors who hesitated.
Demo 03
Lead scoring for sales handoff
Trigger: Any tracked page visit or email click
- 1.+5 for pricing page visit
- 2.+3 per email click
- 3.−10 after 30 days of no activity
- 4.At 50 points → assign to rep and send internal alert
Outcome: Sales only calls people who are ready.
Demo 04
Win-back / re-engagement
Trigger: No opens or clicks in 90 days
- 1.Send 'Should we stay in touch?' email
- 2.Wait 5 days
- 3.If clicked → remove from re-engagement, tag 'reactivated'
- 4.Else → unsubscribe or archive to keep list costs down
Outcome: A healthier list and a lower bill.
Demo 05
Post-purchase review request
Trigger: Deal moved to 'Won' or order completed
- 1.Wait 7 days
- 2.Send thank-you + how-to-get-results email
- 3.Wait 7 more days
- 4.Ask for a review; if satisfaction link = low, alert owner instead
Outcome: More reviews, fewer public complaints.
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