ActiveCampaign Automations
ActiveCampaign combines email marketing with CRM-style automation, making it a strong fit for behavior-based nurture sequences, lead scoring, and lifecycle campaigns.
94 automations in our catalog use ActiveCampaign, most often in Fitness & Wellness, Home Services, Automotive, Real Estate, Legal, and General Business.
ActiveCampaign automations
Referral Partner Outreach & Relationship Nurture System
The behavioral health facility's referral relationships (hospital social workers, primary care physicians, employee assistance programs, criminal…
Seed & Input Reorder Campaign & Pre-Season Booking System
Each fall, this automation sends every grower in the rep's territory a personalized pre-season booking offer for seed, crop protection, and…
Fleet Renewal & Expansion Campaign System
Twelve months before the end of a fleet account's vehicle replacement cycle, the system automatically triggers an outreach sequence from the fleet…
Mileage-Based Service Reminder System
Using the mileage and date logged at each visit, this automation calculates when every customer is due for their next oil change, tire rotation, or…
Trade-In Value Follow-Up Campaign
Using current market data (auction results, regional listing prices, and the dealership's own acquisition needs), this automation runs a monthly…
Saved Search New Inventory Match Alert
Leads who saved a specific vehicle search are automatically emailed and texted the moment a matching unit arrives on the lot, often before it's even…
Warranty Expiration Extended Coverage Upsell
As a factory or extended warranty approaches its expiration date, the affected customer automatically receives a notice explaining exactly what…
Test Drive Follow-Up & Financing Options Sequence
Once a scheduled test drive is marked complete, the customer automatically receives a follow-up sequence over the next few days with details on the…
Post-Sale Accessories & Add-On Follow-Up
A few weeks after taking delivery of a new vehicle, the customer automatically receives a follow-up offer for accessories or add-ons that complement…
Repeat Buyer Loyalty Milestone Recognition
Customers approaching a repeat purchase milestone, buying their third vehicle from the dealership for example, are automatically identified from…
New Model Year Announcement & Trade-In Incentive
When the new model year of a vehicle a past customer already owns is unveiled, that customer automatically receives an announcement highlighting…
Saved Vehicle Price-Drop Alert
Customers who saved a specific vehicle listing on the dealership website automatically get notified the moment its price is reduced, prompting a…
Vehicle Ownership Anniversary Offer
Customers automatically receive a milestone thank-you or offer when they reach an ownership anniversary with their vehicle, one year, three years…
Declined Service Follow-Up Reminder
When a customer declines a recommended repair during an inspection, the automation automatically follows up after a set interval to remind them of…
Property Listing Syndication & Investor Update System
When a property is listed for sale or lease, this automation syncs the listing details, photos, floor plans, and offering memorandum to every…
Warranty Expiration Follow-Up System
Every completed project is logged with its warranty start date, and as each project approaches the end of its one-year (or manufacturer-specified)…
Vulnerability Assessment Follow-Up & Proposal System
When a prospect completes a free vulnerability assessment or security posture review, this automation assembles a personalized findings brief…
Recall & Reactivation Campaign System
Patients who are overdue for their 6-month cleaning receive an automated outreach sequence (a text at the first overdue month, an email at two…
Treatment Plan Follow-Up & Financing Offer System
When a patient receives a treatment plan but doesn't schedule before leaving the office, this automation sends a follow-up sequence over the next…
Treatment Plan Follow-Up Sequence
When a patient leaves the office with an unscheduled treatment plan, whether it's a filling, a crown, or an extraction, this automation…
Enrollment Inquiry & Waitlist Management System
Prospective families who submit an inquiry are automatically sent a program overview, added to the CRM with a lead score based on their child's…
Student Onboarding & Drip Content Delivery System
The moment a student purchases a course, they are automatically enrolled, sent a welcome email with getting-started instructions, and added to a…
Early Re-Enrollment & Retention Campaign
Ninety days before the current term ends, every enrolled family automatically receives a re-enrollment invitation with an early-bird tuition rate…
Birthday, Milestone & Life-Event Outreach System
Every client's birthday, portfolio anniversary, and logged life event (a retirement date, a child's college start date, a planned home purchase)…
New Client Welcome & Coverage Gap Analysis System
When a new client's first policy is bound, this automation launches a welcome sequence that introduces the agency, explains how to file a claim, and…
Member Check-In & Retention Alert System
Each day, this automation flags any active member who hasn't checked in for 14 days, adds them to a win-back sequence that starts with a "we miss…
Client Accountability & Content Drip System
New coaching clients are automatically onboarded into a structured program: a welcome sequence with program expectations and the intake…
Lapsed Member Win-Back Sequence
When an active member goes 2 full weeks without a check-in, this automation triggers a "come back" text with a genuinely useful incentive, a free…
New Member Onboarding Drip Sequence
The moment a new sign-up completes their first payment, this automation kicks off a structured onboarding sequence: a welcome email with facility…
New Lead Trial Offer Welcome Sequence
Anyone who signs up for a trial on the website automatically receives a welcome sequence with the class schedule, what to bring, and a reminder…
Class Capacity Overflow Notification
When a popular class nears full capacity, staff are automatically alerted to consider adding another session, and members on a related interest list…
New Program Launch Announcement
When a new class or program is added to the schedule, members whose profile matches the relevant interest tags automatically receive an email or…
Annual Health Intake Renewal Reminder
Clients with a health or medical intake form on file are automatically reminded on an annual basis to review and update it before their next…
Body Composition Progress Report Automation
After a scheduled body composition scan, the results are automatically compiled into a simple, easy-to-read progress report and emailed to the…
Facility Tour Follow-Up Sequence
After a prospect tours the facility but doesn't sign up on the spot, they automatically receive a follow-up sequence over the following week…
Program Completion Certificate Automation
When a member finishes a multi-week program, such as a couch-to-5K series, they automatically receive a completion certificate along with a…
App Login Inactivity Re-Engagement Nudge
Members who haven't logged into the booking app in a while automatically receive a re-engagement message highlighting new classes or features they…
Treatment-Specific Prep Instruction Delivery
Ahead of a specific spa treatment, clients automatically receive relevant prep instructions, arriving early, avoiding sun exposure, skipping certain…
Annual Health Screening Referral Reminder
Members due for a routine annual health screening automatically receive a referral reminder pointing them to a partnered health provider, instead of…
Holiday Hours Mass Notification
Ahead of a holiday closure or reduced-hours schedule, every member automatically receives a mass notification so no one shows up to a locked door…
Lapsed Customer Win-Back Campaign
When a customer hasn't made a purchase or booked a service in 90 days, a scheduled query in the CRM flags them as lapsed and Zapier automatically…
Trial-to-Paid Conversion Drip Campaign
From the day a prospect starts a free trial, ActiveCampaign enrolls them in a lifecycle sequence tuned to their behavior instead of a flat calendar…
Abandoned Form Recovery
When a prospect starts filling out a multi-step quote request or demo signup form but exits before submitting, a partial-completion event captured…
Membership Renewal and Retention Sequence
Sixty days before a membership or subscription is set to expire, the CRM automatically flags the account and Zapier kicks off a renewal sequence…
New Patient Welcome & Orientation Sequence
Booking a first appointment automatically enrolls the new patient in a multi-touch welcome series managed by the patient engagement specialist: an…
Seasonal Reactivation & Referral Campaign System
Three times a year (at the start of cooling season, heating season, and the spring tune-up window) this automation sends a targeted outreach…
Maintenance Plan Renewal & Upsell Campaign
Thirty days before a customer's annual maintenance plan expires, this automation triggers a renewal sequence: a personalized email with the…
Seasonal Tune-Up Reminder Campaign
Six weeks before the start of cooling season and again before heating season, this automation pulls every customer whose equipment is due for a…
Quote Follow-Up Sequence
The moment an estimate is marked sent but not accepted in the quoting tool, this automation starts a three-touch follow-up clock: a check-in text at…
Maintenance Plan Renewal Reminders
Thirty and again ten days before a customer's maintenance plan is set to renew, this automation sends a reminder email and text summarizing what the…
Seasonal Service Reminders
Based on each customer's equipment type and service history, this automation automatically segments the customer list and sends timed seasonal…
Financing Application Follow-Up
When a customer starts an online financing application for a larger job, such as a new HVAC system or roof replacement, but abandons it before…
Warranty Expiration Alerts
As each piece of installed equipment approaches the end of its manufacturer or labor warranty, this automation automatically notifies both the…
Unsigned Estimate Follow-Up Sequence
When an estimate is sent but sits unsigned for 48 hours, this automation kicks off a staged follow-up sequence: a check-in text asking if the…
Annual Safety System Inspection Reminder
Customers with safety-critical installations, standby generators, sump pumps, gas line systems, are automatically flagged in the CRM with their…
Multi-Bid Comparison Follow-Up
When a large job's estimate is flagged as one of several bids the customer is weighing, this automation starts a week-long follow-up sequence built…
New Service Area Expansion Announcement
When the company adds a new zip code or service area to its coverage map, this automation automatically pulls every past inquiry from that area that…
New Homeowner Welcome Offer Automation
Using public property records, the automation automatically identifies newly sold homes within the service area and sends the new owner a welcome…
Equipment Age Replacement Cross-Sell Outreach
Customers with equipment approaching its typical replacement age automatically receive a proactive outreach offering a replacement consultation…
Abandoned Booking Recovery Sequence
When a website visitor starts a reservation, selecting dates and a room type, but leaves the booking engine before completing payment, the system…
Policy Anniversary & Cross-Sell Opportunity System
Thirty days before each policy anniversary, the account manager receives a prompt to reach out to the client with a coverage review, and the client…
Portfolio Content Pipeline & Referral Outreach System
When a project is completed and the client has signed off, this automation sends a project photography consent form and (once approved) schedules a…
Referral Partner Tracking & Nurture System
Every time a new client lists a referral source during intake, the system logs the referring attorney, accountant, or business contact, updates…
Webinar Signup to Nurture Sequence Automation
Anyone who registers for a free legal webinar or seminar through the firm's registration page in Jotform is automatically added to a topic-specific…
Non-Converted Consultation Nurture Sequence
When a prospect completes a paid or free consultation in Clio Grow but doesn't sign an engagement letter within a set window, the automation…
Past Client Relationship Check-In Automation
Former clients whose matters closed more than six months earlier are automatically enrolled in a periodic check-in sequence in Mailchimp, receiving…
Regulatory Change Client Alert System
The automation monitors legal and regulatory updates relevant to the firm's practice areas through a legal research alert service, and when a…
New Practice Area Cross-Marketing Automation
Existing clients automatically receive information about a newly added practice area that's genuinely relevant to their profile, estate planning…
Subscription Renewal & Churn Prevention Campaign
Thirty days before a subscriber's renewal date, this automation sends a personalized renewal confirmation with a summary of what the subscription…
Donor Acknowledgment & Stewardship Drip System
Every donation (regardless of size or channel) triggers an immediate, personalized thank-you email within minutes, followed by a tax receipt within…
Fundraising Event Registration & Communication System
Event registration is handled through a branded page that captures guest information, meal preference, table assignments, and donation amount, and…
Recurring Donor Engagement & Retention Sequence
Recurring donors are automatically enrolled in a dedicated communication track separate from one-time givers, receiving a thank-you message after…
Lapsed Donor Win-Back Campaign
Every donor record is monitored continuously for giving activity, and any donor who hasn't made a gift in 12 months or more is automatically flagged…
Lead Inquiry Response & Consultation Booking System
Photography inquiries submitted through the website, Instagram DM, or Facebook are automatically captured in the CRM, acknowledged within five…
Buyer Pipeline Nurture & Showing Follow-Up System
When a buyer attends a showing, the agent receives an automatic post-showing survey to capture the buyer's reaction, and the buyer gets a follow-up…
Client Anniversary & Referral Ask System
On the anniversary of every past client's closing date, the system automatically sends a personalized email with a current market snapshot for their…
Price-Drop & Listing Anniversary Re-Engagement Alerts
Every buyer who previously inquired about a specific property stays quietly tracked against that listing long after the initial conversation ends.
Mortgage Calculator Scenario Capture & Nurture System
When a visitor runs numbers through the website's mortgage calculator, entering a home price, down payment, and interest rate, the automation…
Abandoned Property Search Recovery Emails
When a visitor searches active listings on the website, browsing by price, area, or property type, but leaves without saving the search or…
Past Client Home-Anniversary Check-In System
On the exact anniversary of a client's home purchase, the automation automatically sends a personalized check-in email that includes a current…
Buyer Pre-Approval Follow-Up & Lender Referral System
Buyer leads who show ongoing activity, saved searches, showing requests, repeated site visits, but don't have a pre-approval letter on file are…
FSBO Lead Capture & Objection-Handling Nurture System
Leads captured from for-sale-by-owner ad campaigns, whether from a landing page, a Facebook ad, or a direct mail response, are automatically tagged…
Property Tax Assessment Change Alert
When public records show an updated tax assessment on a home, the automation automatically notifies the owner, often a past client, with the new…
New Construction Progress Update Sequence
Buyers under contract on a new-build home automatically receive stage-based updates, framing complete, drywall, final walkthrough scheduled, pulled…
Neighborhood Sold Comp Alert to Homeowners
Homeowners in a farmed neighborhood automatically receive a notification when a comparable home nearby sells, including the sale price and a short…
Family Communication & Care Update System
Family members of residents receive an automated weekly update summarizing notable activities, wellness check-ins, and any care plan changes…
Inquiry-to-Tour Booking & Enrollment Nurture System
Families who reach out via the website, Google, or social media are immediately enrolled in a nurture sequence, a warm welcome email with a center…
Candidate Re-Engagement & Availability Check System
Every candidate in the ATS who was placed more than six months ago, or who applied and wasn't placed more than 90 days ago, receives an automated…
Trial-to-Paid Conversion Nurture Sequence
The moment a new trial account is created, the user is enrolled in a behavior-driven nurture sequence: welcome email on day one, a setup checklist…
Churn Prediction & Proactive Save Campaign System
Each week, this automation scores every active subscriber account on a churn risk index built from usage trends, billing history, support ticket…
Contract Renewal Pipeline & Upgrade Campaign System
Six months before a business customer's contract expires, the account manager receives a renewal preparation alert with the account's current…
Contract Renewal & At-Risk Retention Offer System
Sixty days before a customer's contract term ends, this automation automatically flags the account and pulls the last six months of usage and…
Pet Birthday Campaign & Loyalty Referral System
Every pet's birthday on file triggers a personalized birthday email from the practice, with the pet's name, a cute graphic, and a special birthday…
New Pet Owner Welcome & Onboarding Series
The moment a new patient's first appointment is booked, the owner automatically enters a welcome series that sends a pre-visit email covering what…
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