This article is a step by step guide on how to develop an automation to notify the members of your team that a client has had a loan and did not settle. Then send the client an follow up email.

1.

Navigate to Automation in Active Campaign

2.

Click the orange 'New Automation' button in the top right-hand corner.

3.

Click 'Start from Scratch' and then continue.

4.

You will now see a screen asking you to select your 'trigger' for the automation. Whilst there are many to choose from, in this instance you need to select the 'Date based’ trigger.

The 'trigger' is the event that starts your automation

Now you need to define your trigger further.

5.

In this instance, we want to send an email to our clients 1 year after Loan Status is set as a Lead Opportunity.

Enter segmentation criteria as per below. (Remember, your loan status might be different so enter the appropriate field name as reflected in your Contact opportunity in Mercury.)

Press Save Start

6.

Next add a wait restriction

(Remember, your loan status might be different so enter the appropriate field name as reflected in your Contact opportunity in Mercury.)

7.

At this point, you should also add in a Notification to your team that the client has been notified that their loan has settled.

To do this, click on the + icon underneath your email in the automation map and select the 'Notify someone' under sending options.

Add in the details of who you want to notify and what you are notifying them about. Use the personalisation tags to pull in the variable data from each of your contacts, as per the below.

8.

If you pull through the broker email in the 'send to' box, it will pull through the relationship manager email address. Use the 'Personalize message' to pull through variable details of the client's loan e.g. Loan amount to avoid having to go into Mercury to check the details, the information will be in your inbox. Once you have added in all the details, click OK and the notification will be added into your automation map.

9.

Next you can add a wait restriction if you need to.

10.

Next we want to create our did not settle email - click 'Send email'

NOTE: SMS functionality is not yet available in Active Campaign.>

11.

Click 'Create New email' on the pop-up box. Then, name your email with a relevant name. Your contacts will not see the name of the email, it just needs to be something relevant to you e.g. Loan has not Settled.

12.

'Use this design'; you will get the opportunity to make amends to the email content, we recommend using a basic template and editing the copy to suit your needs.

13.

At this next step, you need to add in the person who the email will come from - the default name will appear here, or you can use the personalisation icon to choose who the email will come from. If you want to choose the Relationship Manager choose <BrokerName> or <BrokerPreferredFullName>. Then choose the email address the email is coming from. Choose the <BrokerEmail> to use the Relationship Manager email, otherwise the email will be sent from the default Relationship Manager.

Also, add in a subject line of your choice, ideally something which will grab the attention of your client. You can personalise the subject line using the personalisation icon highlighted, select the fields you wish to include and click save, they will then appear in the subject line.

Then click continue.

14.

Your template will appear in the browser. Edit the copy how you wish. To edit any of the content blocks, simply hover over the block and it will be framed with a black border, it will then give you an editing menu. Remember to use the 'Personalise' button on the text formatting menu to add in personalisation tags such as first name.

For help on editing any email template, refer to this article:

Once you are happy with the email content, click 'Next' in the top right hand corner. You will be taken to a campaign summary page. Check all of the details are correct.

15.

At this point you will have the opportunity to preview your email and send yourself a test email (highly recommended!). To do this either click on 'Desktop Preview' or enter your email address and click 'send test'. Check you are happy with your email on the test/preview and if not, click 'Previous' in the top left to go and edit the email. Once you are happy with the email click 'Finish' in the top right to add this email to your automation.

You should now be able to see your email in your automation map.

NOTE:

16.

Your automation workflow should now look like this:

After you have completed any last additions to your flow, ensure that you end the automation by clicking on the + icon and select the ‘end this automation’ action.

17.

You are given the opportunity to include as many elements to your flow as desired. You might want to utilise some of the additional actions such as ‘If/Else’ or ‘Split’.

18.

Once you have ended your automation you want to name it in the top left hand box.

19.

The final step is to set the automation to Active by clicking