How to Organise Active Campaign Automation for Maximum Impact

Picture this: you're scrolling through a long list of automations with generic names like "Workflow 1" or "Campaign A."

It's a recipe for confusion and time wastage.

What can you do instead ?

1. Naming conventions

   Use naming conventions to clearly label your automations with names that reflect their purpose, making it easy for you and your team to quickly identify and comprehend each one.

For instance:

• "Welcome Series - New Subscribers"

• "Product Launch - Spring 2024"

• "Abandoned Cart Follow-Up"

A well-thought-out naming convention not only saves time but also ensures everyone on your team is on the same page.

2. Apply Labels Strategically

Labels in ActiveCampaign act as virtual markers, allowing you to categorize and group automations based on specific criteria.

Leverage this feature to create a structured hierarchy.

For example, label campaigns by their overarching goals, target audience, or stages in the customer journey.

Consider labels like:

• "Lead Generation"

• "Customer Onboarding"

• "Seasonal Campaigns"

By doing so, you can effortlessly filter and locate automation, facilitating a more organized and streamlined management process!