ActiveCampaign integrations with Bonjoro

by | Nov 12, 2020

How to set up the ActiveCampaign integration with Bonjoro

The ActiveCampaign and Bonjoro integration is very easy to set up and use.

You can use tags, lists or (my favourite) an automation step to create a Bonjoro task based on ActiveCampaign activity.

In this video I show you how to integrate Bonjoro with ActiveCampaign, and show you why the automation step method is the one I use the most.

ActiveCampaign calls this the CX App integration, and it allows you to build Bonjoro creation steps in ActiveCampaign automations.

[00:00:03.550]
I’m going to take a look with you now at the integration between ActiveCampaign and Bonjoro. So when we talk about integration, what we’re what we’re meaning is have something happening in ActiveCampaign that then triggers something else to happen in another tool automatically or vice versa. So in this case, we’re going to go with something happening in ActiveCampaign and having it create a task in Bonjoro. And Bonjoro is a tool where you get a little notification on your mobile phone or your desktop or wherever you’ve asked for it.

[00:00:33.730]
And you can create a very quick personal one to one video with a call to action. This is an amazing conversion tool, absolutely love it. If you’ve never tried it before, just go go join the free plan and give it a go because you get up to 50 videos per month on the free plan.

[00:00:47.690]
So this is really, really great tool for small businesses to jump in and have a go with and increase their conversions by connecting in a very human way with their contacts at exactly the right moment. So I’m going to show you now three different methods that you can use to connect it with ActiveCampaign and share more detail with my favorite one.

[00:01:08.830]
OK, so let’s go to the next tab. There we go. No wrong way, back again. There we go. This is where I wanted to get to. So I have these test contacts. They’re all called Horatio and Horatio Bobbins here has got a bonjoro task set up in Bonjoro, obviously. And the sort of things we have to play with in here are custom attributes. You can see a history, you can send yourself a little message.

[00:01:37.900]
And when this drops into your bonjoro task list, what happens is you get a notification on your device to tell you, hey, go connect with Horatio. So in this particular example, I’m working towards a system where we’re looking for hot leads.

[00:01:52.290]
So I figured out in ActiveCampaign in these circumstances, I want to create a task that says this dude is a hot lead, reach out to them on Bonjoro. And I’ve given myself a prompt here, which is to say, tell me about your opens engagements or delivery issues and I will help you right now. So I’m going to connect with this person, send them a little video that invites them to tell me something that they’re struggling with around deliverability from ActiveCampaign.

[00:02:20.410]
And I’m going to start a conversation with them. And the reason I’m going to do this is because they’re pretty close to maybe buying something that they haven’t quite gotten over the threshold yet. So I’m going to prompt them.

[00:02:30.520]
Well, let’s look at the mechanics of how you can get this to appear in your bonjoro based on something that’s happened in ActiveCampaign. That’s the integration bit. Quite aside from the strategic, you know, what are we trying to do here? It’s what is the mechanic? How do I get this to happen? So there are a couple of options to connect Bonjoro to ActiveCampaign to integrate it.

[00:02:53.200]
So the original ones that were created start at the Bonjoro end and they’re in the area called funnels. Now, there are two methods that you can instruct Bonjoro to say, if this happens, pull through this information from ActiveCampaign.

[00:03:13.050]
One of them is that you can say if a contact is added to a list, please create a bonjoro task, OK? And you can go into the settings there and you can specify which of your ActiveCampaign lists you want that to happen for.

[00:03:25.650]
So this would be really good if you want to, for example, make a video for everyone who joined your ActiveCampaign account – really good in the very early stages where you haven’t got loads of contacts piling in there, but maybe not so great when you’ve got lots piling in, although you can roll up a whole load of them together. So that’s that’s a nice little tool. That’s everyone who joins your account on a particular list.

[00:03:49.560]
The other method is a tag based trigger. So what you can do is set it up in Bonjoro to say if this tag is ActiveCampaign tag is added to a contact in my ActiveCampaign account, please create a bonjoro so that one is handy.

[00:04:08.100]
If, for example, you’ve got a tag that’s being applied in lots of different ways in your ActiveCampaign world through, you know, for whatever reason. So you might have a tag that just says send Bonjoro. I don’t know. And you might have several different ways they could get that tag, but you want all of them to create the same type of task in here.

[00:04:29.100]
So Tag added, that’s nice. Now, both of these are driven from the bonjoro back-end under the funnels area here. And you can create a number of funnels depending on what account level you’ve got. I think on the free one you can have one funnel. I’m not sure exactly what the rules are here on that, and they’re nice and easy to use in certain circumstances.

[00:04:51.870]
But ActiveCampaign and Bonjoro have recently added a third option, and this is by far my favorite one. I love this one. They have added it as what ActiveCampaign called a CX. CX stands for customer experience. And you can see there’s quite a lot of options in here.

[00:05:10.770]
But here it is, create a bonjoro task. Now, what this means for us in practical terms in ActiveCampaign is that we’ve now got a step we can add right inside and automation to create a bonjoro task. We love this sort of thing, because it’s it’s really controllable. It’s very customizable. And you can see it in ActiveCampaign.

[00:05:33.430]
So one of the big differences for me, working with lots of people’s ActiveCampaign accounts is that if they’ve done it this way, if they’re using one of these options, it’s kind of hidden. When you’re looking at the ActiveCampaign account, you can’t see that there’s a Bonjoro thing happening as a consequence of this tag or this list.

[00:05:51.180]
Unless you’ve made a note of it and you’re keeping careful records, it’s kind of hidden because the mechanic is in the bonjoro end of things and you can’t see it in the ActiveCampaign end of thing, end of things.

[00:06:02.220]
So that’s one of the reasons why I really like these where it’s a step contained in an automation. So this is like an empty automation. I’m just going to run through this so you can see the different steps. A lot of the CX apps look very much like this.

[00:06:18.510]
You get two or three or four stages along here and you have to work your way through. The first thing you do is authorize ActiveCampaign to be allowed to see your Bonjoro account. Then on the next step, you would generally select the basic settings.So in my case right now, my Bonjoro account doesn’t have loads of different campaigns or assignees. So this is very straightforward.

[00:06:43.020]
And then you’ve got bla bla bla bla bla. You can put in whatever text you like there and you can throw in some personalization fields. So you could. Pick out all sorts of bits of information and chuck them in there and it uses the field personalization tags.

[00:07:00.810]
Now, one caveat I want to give you is that you can in theory and lots of returns in here, but when you see it in Bonjoro, the carriage returns don’t come through. The line breaks don’t come through. So there’s a little bit of an illusion in there. And also it can be a bit hard to see exactly what’s going on, because although you can expand that, you still have to scroll here. So the interface isn’t perfect, but it’s pretty good when you go onto the next stage. This is the bit I really like.

[00:07:29.010]
With this integration, you can map any of your contact custom fields from ActiveCampaign to a custom attribute in Bonjoro. The setup is a little bit odd in that you have to select each one and match it to the same one. So if I wanted to match that field across, I’m going to then do that. If I add more fields on each of them, I would choose whatever field it is. And map it the same one. Where are we, Billing street, and it’s a little bit fiddly to do that and it’s not so, you know, ideally it would do these automatically, this matching bit, but it doesn’t do that.

[00:08:10.740]
So we just roll with it and pile them in and see the sort of fields you would want to add to things, like the first name, the last name, you might want to add in some critical dates that are of interest to you, anything like that. And then when you’re done, click, finish. Again, I would love it if you could see what was going on without having to click into it, because if you click back into the task, you then have to go through all of the steps again, which is kind of annoying, but that’s how all of the apps are. So you just got to live with it. One helpful tip is use this space to add a note.

[00:08:47.210]
That’s a test Bonjoro. And you could add a note about what campaign is going to who is assigned to and that sort of thing, and by using the notes section there, what that means is anyone who comes to look at this automation has got a much faster way of taking a look at what is this creation step here actually doing without having to go into the step itself.

[00:09:10.590]
This is important because as soon as someone starts clicking into this, there is a possibility that they will break it by clicking through and accidentally changing something that didn’t mean to change. OK, so, yeah, that’s it. And then any time a contact comes through the automation, whatever it is and goes down this route, they’re going to hit this task here.

[00:09:30.460]
And just to show you what that looks like back in Bonjoro. There we go. This is why I like this. Got custom attributes here. So when you’re looking at it on your device or whether it’s your desktop or your phone, you’ve got this rich information here as well as this message here. OK, yeah. So that’s all I need to say about this. Love this new step.

[00:09:56.970]
So just to recap, there were three different methods.Two of them are driven from the bonjoro end of things, and they’re prompted by either a tag being added or by a contact being added to one of your lists.

[00:10:11.100]
And the third one, which is my new favorite one, is the CX integration, where you can see it right there in ActiveCampaign. In any automation, you want it to be in. Happy days.


Ways to use your ActiveCampaign integration

ActiveCampaign automation tutorial: How to identify hot leads and send a Bonjoro with ActiveCampaign

In this ActiveCampaign tutorial, I show you how to use a single ActiveCampaign automation to identify hot leads with a lead score, then use the Bonjoro integration with ActiveCampaign to send a personal video to close the sale.

Create a lead score, send a personal video and close the sale

  • Be clear on what you want contacts to do, and note the key steps on the journey interested contacts will take to get to that goal.
  • Make sure your ActiveCampaign system knows when a contact takes each step.
  • Use a counter or lead score to count the steps a contact takes, and set a threshold for when you will get involved with a high value human touch – in this case it’s a Bonjoro personal video message.
  • When the counter hits the threshold AND the contact has still not yet met the goal, something’s holding them back, so it’s time to create a Bonjoro task
  • Deliver the human touch, make a connection, and offer an extra nudge to get that goal in the bag.

ActiveCampaign automation strategy – send hot leads a bonjoro

ActiveCampaign-automation with Bonjoro integration
ActiveCampaign-automation with Bonjoro integration – overview of the automation

ActiveCampaign automation walkthrough using bonjoro integration

Full ActiveCampaign tutorial with step by step guidance

[00:00:03.330]
In this video, I am going to walk you through exactly how to create this automation for your own business.

[00:00:09.690]
Now, this is a trick where you can use a bonjoro, which is a very human touch little video that you record for one person and one person only to really connect with them.

[00:00:21.420]
And the trick to Bonjoro’s is to use them when they’re going to have a really big impact. So it’s about using your human touch when it matters most.

[00:00:30.450]
And this is just an example of how I use Bonjoro in my own business and in many other people’s businesses.

[00:00:36.540]
So what we’re going to do is identify a hot lead, see how far they get and if they get nearly there, but not quite, where we’re going to nudge them over the finish line to making the sale by sending a bonjoro that makes a very personal one-to-one connection with them to help get them over the finish line.

[00:00:56.220]
So it’s actually quite a short automation, but there’s a fair bit going on here. So what we have at the top of the automation is various triggers. Now, the triggers are looking for key steps that our contact is going to take along the way to making this particular purchase has always with these automations, you would adopt this to fit your own specific business scenario.

[00:01:19.860]
In this case, the sort of things I’m looking for is visiting a particular page on the website, reading a particular email, clicking a link in a particular email, and then maybe making it as far as the basket with an add to cart and then even making it as far as the checkout. And the ultimate goal that I’m looking for here is a purchase of a very specific item. That’s the sale. So that’s what we’re looking to happen.

[00:01:45.660]
And everything in between here is kind of a fallback for people who did enough of these things that I can tell that they’re really interested. And then they got close, but they didn’t quite get there. So I’m going to have this fallback. This is the fall-back bit.

[00:02:01.800]
And it’s like catching the drips from your bucket and putting them back in again. The funnel is like a little reservoir. And if someone leaks out of the bucket, I want to get them back in there, especially if they got really close, because sometimes they just forgot to go through the checkout or sometimes they’ve got a burning question and they’re too shy to ask it, by reaching out to them at that exact right moment and making a connection, you can close that sale. And Bonjoro is a magnificent tool to do that with.

[00:02:28.980]
So let me talk you through what’s happening here in a bit more detail. And then we’re going to go look at step by step how you would build each of the steps and triggers in this automation.

[00:02:39.930]
So the trick is at the top involve you figuring out what are the significant points along the way, what are the steps on the path to buying? So like I said, for me, this is opens an email, click the link in an email, visits the sales page, gets to the puts it in the basket, goes to the checkout. And I’ve made sure that ActiveCampaign can identify all of those things happening.

[00:03:02.100]
So in order to do this, you’ve got to make sure that things like your site tracking is set up. If you want to be able to look at that on its most straightforward level, ActiveCampaign can look at link clicks and email opens that comes straight out of the box. So at the very minimum, you will have this already. Did they open your email? Did they click a link in order to go look at your product?

[00:03:23.430]
OK, the next step here is a counter. Now, it’s important to note that in ActiveCampaign there is a thing called lead scores. Lead scores are only available on Plus plans or above. So in this example, I’ve used a feature that we all have, whether you’re on Lite plan or anywhere, you all have this ability to use math (or maths as we say in the UK), you can use a step that can add or take away a number from a custom contact field. So in this example, I’ve used a custom contact field called “”hot lead BEDACT””.

[00:04:00.360]
BEDACT is just my code for my product in this particular example, which is “”better engagement and deliverability with ActiveCampaign.”” That’s a bit of a mouthful. I don’t want to use the full name on all of my fields and tags, so I called it BEDACT. OK, so my custom field here that’s got the counter number in it.

[00:04:20.580]
The custom field with the number in it for the counter is called “”hot lead BEDACT”” and this step here says add 1 to every time a contact comes to this step, it’s going to add 1 to that number.

[00:04:31.800]
Then I’ve got a little wait here. Now, this is really important because the wait is so that if they take these steps, I want to give them a chance to actually go through with the purchase. Right, so someone who’s actually going to complete and meet the goal of of buying the product, it’s going to take them a little while to do it.

[00:04:48.890]
And I don’t want to get this notification if they’re actually just going to go through the whole way and make the make the sale all on their own. OK, I don’t need to know. So this this is a little pause to just get the automations just like, hold your horses, give them a chance and see if they make the purchase.

[00:05:08.110]
The next step is, is the threshold number. Now, we’re going to look in the technical details of these goals. So don’t stress if you haven’t used a goal before, I’m going to show you exactly how they work. The threshold is looking to say what is the number in that custom field, our hot lead custom field, what number have we got in there? If it is greater than or equal to three, I want you to carry on and go to the next task.

[00:05:31.270]
And if it’s not greater than or equal to three, so if it’s just one or two at this stage dump them back out, I don’t I don’t want to know yet. Come back to me when they’ve gone a bit further because I need them to be nearly there. I need them to be a hot lead before I’m going to take the trouble and time out of my day to do this one. OK, don’t want tthe tyre kickers, because I want people who are really interested.

[00:05:52.270]
So you set the threshold. Now, all of these things are open to tweaking. If you think that one of these triggers is not working, you know, you think actually this is not a good indicator of hotness of lead. You can take that trigger out. If you want to put something else in there, then you can put something else in the triggers. And the same with the threshold. You can move it up or down. If you are getting too many people coming through who are not that interested, maybe you need to increase your threshold number.

[00:06:19.630]
The next step is the easiest one. Create the Bonjoro task. OK, so you’re just going to go through to the CX automation step and hook it up to set your task in your bonjoro and that’s only going to happen if they make it past the threshold. So they’re super interested, but they didn’t quite get as far as purchasing and the reason I know that they didn’t get as far as purchasing is because I’ve got a goal at the bottom here.

[00:06:44.280]
Now, the goal at the bottom is like a little teleporter. And the goal at the bottom, basically, if they come into this automation because they’ve done one or more of these things and they’re in the automation, during that wait, if they successfully make the purchase, it’s a little teleporter that puts them down to the bottom here and skips this and this skips them straight to here.

[00:07:10.070]
Keeps track of the fact that they’ve made the purchase. So I can have a little celebration when I look back at this automation and say, you know, 20 percent of contacts who came through this automation purchased and I made the sale, and then it ends the automation.

[00:07:22.940]
OK, that was a lot of information. So I’m going to recap at the top. We have the triggers. These are the key indicators that show that somebody is interested in getting to this particular goal. They’re interested in the product. This step is the counter. It’s going to increment. It’s going to add 1 each time a contact comes through this automation, then there’s a little pause, wait and see what they do.

[00:07:44.510]
Don’t act too quickly. Give them a little bit of time then if they didn’t purchase. OK, because remember, if they purchased, they’ve already jumped down to the purchase goal and dropped out of the automation. We’re done with them. We have to pause, if after the pause they meet the threshold because they have been incremented 3 times at least then it goes on, sends the task to Bonjoro. And now I’ve got a notification on my phone saying, reach out to this guy, this person, this contact who is nearly there but didn’t quite purchase.

[00:08:19.090]
OK, so now I’m going to look with you at the mechanics of exactly what’s involved in each of those steps. So here we are in live automation. I’m going to come back to the triggers at the end. Because actually, some of these other steps need to be created first.

[00:08:35.450]
Now, another thing that’s really worth noting at this point is that to actually get those triggers set up, I have already created my email that I’m going to send out. So the setup here is I send out an email that says, hey, go buy my product. The email has a link to the sales page. So the email exists with its link. The sales page exists already. And that means that I can leverage those things in this automation. I can refer to them. So you have to create the things first.

[00:09:04.040]
And the same is true with this custom field here. You have to go create that custom field first.OK, so I’ve been into the backend and I’ve created “”hot lead BEDACT”” as a text input field. It’s just text. We don’t have a number field here. It’s just a text field and it can only hold integer values and it doesn’t need to have anything in it to start off with. You just leave it completely empty and ActiveCampaign treats that like a zero.

[00:09:31.610]
So when someone first enters this automation, they’re going to have a blank in that field. And what happens is if one of the trigger fires triggers fires and they enter the automation, this step simply adds 1 to the value of the “”hot lead BEDACT”” field.

[00:09:47.780]
So first entry, it increments to 1. If they come in again, it’s going to increment to 2 and 3 and so on. It’s then going to wait for a bit. Now, you might notice that because we’ve got multiple triggers here, it’s possible that a contact will be in this automation more than once at the same time, because they might read the email, click on the link and go to the sales page in quick succession. That’s OK. It does not break anything in this particular case. OK, so we’re good with contacts being in this automation multiple times.

[00:10:19.180]
Wait for one hour. That’s a nice, simple step. Just chill your boots for an hour and sit and wait and see what that contact does. And during that hour, if they make a purchase, they’re going to jump to this one. So I’m going to show you this step now. This is the goal and this is our purchase sale.

[00:10:40.520]
Now, in this particular case, for me, when someone purchases my “”better engagement and deliverability”” course, one of the key things that happens every time is that they get a tag applied in ActiveCampaign MEMBER: BEDACT.

[00:10:54.290]
So I know that if someone has that tag, they already own that product. And I do not any longer need to try and connect with them via bonjoro or to persuade them to buy it because they’ve already done it. So that’s the goal in this particular case. Now, if you’re using the e-commerce set up, this might be “”makes a purchase”” where the product I.D. number is such and such, OK?

[00:11:19.550]
It really depends how you’ve got your system set up. If your call to action, your desirable goal was they make a call with you or they sorry, they book an appointment with you in Acuity. You’d want to make sure that Acuity is telling ActiveCampaign that that’s happening and you’re going to tell this goal that that’s the thing you’re looking for. That is your ultimate goal of this automation.

[00:11:43.970]
And it doesn’t really matter, by the way, what these two say on these goals that are right down at the bottom of an automation. Anything there is fine. I’ve just left it on the defaults. And so it’s just looking for that tag to exist. Bear in mind in this particular example, that tag is an indicator that they have purchased the product.

[00:12:03.030]
OK, so they came in, they’ve had 1 added to the number and they’re chilling their boots for an hour here. Let us assume now that they have not jumped to the goal. So they haven’t made the purchase.

[00:12:15.640]
What are we going to do next? We’re going to check and see what’s their count looking like, are they hot enough yet for me to go get on a bonjoro with them. And we’re going to do this by getting ActiveCampaign to look at the value in that hot lead BEDACT custom field.

[00:12:34.980]
So this is what that condition looks like. It’s going to go check the value in that custom field and say, is it greater than or equal to three?

[00:12:42.300]
Now, I’ve set it at three because I think if they’ve done three or more of those trigger items, then I think they are likely to be close enough for me to jump on a bonjoro and connect with them. So you can set that threshold to whatever you think is right now.

[00:13:00.450]
Here’s a really important bit. If you miss this bit, it all comes off the rails. This goal has a different setting here in this bottom bit. If the contact does not meet the goal conditions and the automation kick them out, they’re not ready yet. We’ve got to wait for them to come round again. And if they come around again and get incremented to above a 3, we’re going to let them through or equal to or greater than three. OK, so it’s important that you set that one there. And this automation, if they have not met the goal conditions.

[00:13:34.250]
So let’s look at that again, they’ve come through, they’ve got to here they’ve had 1 added on, they’ve waited now. They’ve still not made the purchase. But when they get to this goal stage after an hour, the check has said, actually, yes, look, they’ve got four or five, OK? So now they’re allowed to move on to the next task here, create the Bonjoro task.

[00:13:55.850]
OK, in there. I have set it to send to me in my Bonjoro account, and I have written down in my message what it is that I want to talk to them about. So this is a prompt for me because this is internal, right? So I’ve said where they’re coming from, it’s a hot lead BEDACT.

[00:14:13.760]
And I want to reach out to them and say, you know, connect with me, tell me what you’re struggling with, with your open rates or your engagement or, yes I don’t know exactly what I’m going to say. I’ll wing it. The whole point of these is that they’re very informal and very human and you can say um and err and whatever you like. And you can be on your balcony drinking a cup of tea when you reach out to them. It’s about making a human connection at the right moment.

[00:14:37.790]
And then in the next screen, I have connected a few pieces of information that are useful to me at the time I would be making this connection. So I want to see their email address. I want to know a couple of dates because these two dates in my business give me quite a lot of context about the person I’m talking to. This is the date on which they joined a Facebook group and this is the date on which they signed up for a free course I offer.

[00:15:04.490]
And those two dates tell me an awful lot about the context in which this person is talking to me. So I’ve thrown them in there. And obviously their name. OK, so when that’s created in Bonjoro, I’ve now got context. I know that there are hot lead for better engagement and deliverability. I know what I want to say to them. I want to talk to them and say, tell me about your troubles. I’m inviting them. That’s the call to action. Talk to me.

[00:15:33.910]
And yeah, that’s it, really. So I’m going to go back to the triggers at the top now. And I’m going to start with the simpler ones. This is how do they get into the automation in the first place? I’m waving my hands. You can’t see my hands. Very silly waving my hands! So here we go.

[00:15:52.820]
Did they read my email, so the email in this case, remember, I said I’d already created this? The email is for an offer that I’m going to run for Black Friday 2020. So the emails called offer BEDCACT Black Friday, 2020 just BF.

[00:16:08.870]
I only want to know once if they’ve read the email. OK, I don’t need to know every time they open it. That’s probably not a good indicator. I just want this to run once. And here’s a tricksy bit. I only want this to fire if they do not already have the tag MEMBER: BEDACT.

[00:16:26.000]
OK, so this is going to rule out anyone who’s already made the purchase and then goes back and opens that automation again. I don’t need them to come through the automation here. Doesn’t matter if they’re reopening the email, they’ve already bought. I don’t need them to come back in. So I use this sort of thing quite frequently. You might notice that it’s mirroring what happened in that goal right at the bottom of the automation of, the purchase is indicated by this tag existing.

[00:16:52.490]
So what I’m saying here is if they’ve already got this tag, it means they already purchased this particular product. So they don’t need to come into this automation. We’ve already done similarly with the some of the page visits. So if they visit my basket on my site with that add to cart link, then I know that they’ve been to my sales page and they’ve clicked through to at least consider purchasing this product.

[00:17:20.540]
Again, this one I only wanted to run once and I only want it to run if they don’t already have that tag. So this is to rule out anyone who’s just lurking around and taking another look, even though they’ve already bought it.

[00:17:32.780]
Same thing with the checkout page, if they’ve got to check out, they’re really hot lead. I definitely want to know about these guys. I’ve only got it running once, because if they’re going to get this far, they will certainly be hitting the threshold and will already be reaching out to them. And again, rule out the people who have already got that tag. Now, I’m going to go back to the first two ones because these are a little bit more subtle.

[00:17:55.870]
The first two is visiting the sales page and clicking the link to go to the sales page from the email and these ones, I’ve actually asked to run possibly more than once, that one should say multiple times. So for this one, it’s have they clicked to the sales page from the offer email? I want it to be able to run multiple times. I don’t want it to run if they’ve got that tag. So it’s got that same exclusion there.

[00:18:28.520]
And so that they don’t just keep coming round and round and round and round if they’ve already hit the threshold. I’ve added that one in as well and said and they must not have already achieved this goal. And that’s the threshold goal. So this is getting subtle.

[00:18:44.360]
Now I’m showing you all the good stuff. If your head is going, wow, I have no idea what you’re talking about now. You don’t need this, but it’s not going to do any harm if they come around. Again, this is me getting fancy and showing off what ActiveCampaign can do. OK, so don’t stress if these bits in particular don’t make full sense right at this point.

[00:19:05.600]
OK, the page visit one is similar. So we’ve got the sales page url better engagement deliverability and I’m happy to be told if they visit because if they visited my sales page three times, I don’t really care how they got there. I don’t care if they click through from the email or whatever, if they visited my sales page three times, they are a hot lead and if my site tracking’s picking that up, I want to know about it and I want them to come through this automation.

[00:19:33.110]
And I’ve used the same exclusions again here. The tag does not exist that they’re already a member, so they have not already purchased and they have not already achieved the goal and been reached out to via Bonjoro.

[00:19:45.650]
OK. Recap from the top, let’s go back to the planning page. We have triggers at the top, we have a counter, so when someone comes through the in the automation, it’s incrementing a little number for us. We’re giving them time to buy so that if they buy during that one hour, they’re going to jump to the end, which is where our purchase goal is.

[00:20:08.780]
We’ve got a threshold check and see, did they meet the threshold? If they met the threshold, they can carry on. It’s going to create a Bonjoro action, which is then going to pop up on my phone. And hopefully they’re getting to this purchase goal and we’re taking them all the way through from interested through the nearly there, we’re going to give them a nudge to make the sale.

[00:20:27.840]
The triggers we have at the top are did they open the email? Did they click the link? Did they visit the sales page? And we’re giving those two lots of weight because link clicks and sales page visits are really good, strong indicators. And then also, did they make it to the basket? Did they make it to the checkout? And it’s all about the ones who didn’t quite make it there.

[00:20:48.960]
So here’s how this is going to look to me during Black Friday weekend. I’m running my offer. I’ve sent my email out. Maybe I’ve got some Facebook ads running. It’s all hands off, though, because now all I’ve got to do is make sure I’ve got my phone with me with my bonjoro app running. And if someone is getting close to buying but not quite getting there, I’m going to get a notification on my phone.

[00:21:09.420]
And it doesn’t matter where I am. I could be on the beach, on the clifftop, you know, having dinner with my family. I can take the time to reach out to them and say hi, tell me about your deliverability troubles and I’m going to help you right now. Tell me tell me one thing that you’re struggling with and I’m going to fix it for you right now.

[00:21:27.180]
And that just might be enough to nudge the sale. So that’s a very well spent five minutes of my time only where it’s needed. And that is the magic of Bonjoro and using contact scoring to help you identify hot leads.

[00:21:42.210]
Thank you very much for listening. Go enjoy your bonjoro and your auto-magical automation with ActiveCampaign.


Pro Tip for ActiveCampaign and Bonjoro integration

Just as with your ActiveCampaign emails in campaigns and automations, there’s no point sending them if they don’t reach the inbox.

Set up your DKIM for Bonjoro to improve deliverability of your video messages. You don’t have to do this, but if you are sending lots of Bonjoros you should get it done.

More help with ActiveCampaign deliverability, and the critical steps to get to the inbox with ActiveCampaign emails

TL:DR

Easily send short personal videos to hot leads in ActiveCampaign.

  • Use ActiveCampaign integrations with Bonjoro
  • Add Bonjoro to ActiveCampaign automations
  • Get a notification from your Bonjoro app to record a video
  • Human touch and personal connection at the right moment
  • Increase conversions using ActiveCampaign automation with Bonjoro
Free trial for two weeks

Kay Peacey

Good ActiveCampaign integrations needn’t be bewildering or costly – you just need to know what to use.

I only recommend ActiveCampaign integrations I use, know, and rate very highly.

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