ActiveCampaign Automations

Oribi Tutorial

Create Powerful ActiveCampaign Automations Based on Oribi Events

Create Powerful ActiveCampaign Automations Based on Oribi Events
Nurturing leads is one of the most impactful things you can do for your business—which is why nailing your automated campaigns is so crucial. With Oribi’s ActiveCampaign integration, you can easily craft a more personalized customer experience and enrich your email marketing using the actions visitors take on your website. 
With this integration, you can…
  • Pinpoint users who take a specific action on your site and encourage them to download your mobile app for a better experience 
  • Send info about related products to visitors who added items to their wishlists
  • Automatically send an email from a designated sales rep each time a new visitor clicks on a pricing plan
In this tutorial, you’ll learn how to use your own Oribi events to trigger automations and create perfectly precise visitor segments.
1. Decide which event you’d like to use to trigger your automation, and export it from Oribi to ActiveCampaign.

You’ll want to choose a meaningful event, one after which it makes sense to reach out to your visitors. Which event you choose depends on the goal of the automation for which you’ll be using this event as the trigger.

For example, let’s say you want to follow up with website visitors who download a brochure pertaining to a certain service you offer. You’d like to create an email campaign that will be automatically sent to those visitors, providing them over a certain period of time with further resources related to the service they expressed interest in. In this case, the event you’ll want to use as your trigger (and therefore export) is Downloaded Brochure.

To use this event in your automation, you first need to make sure you’re exporting it to ActiveCampaign. In your Oribi account, click Manage Events > Manage Exported Events. Locate the event you identified above.
ActiveCampaign Manage Events
If the event you want to use is already being exported to Intercom, move on to Step 2. If not, check out this article to learn how to export events to Intercom.

2. Create a new campaign in ActiveCampaign.

In your ActiveCampaign account, click on the envelope icon in the left side menu to head to the Campaigns section. Click Create a campaign. For the current example, you’d probably want to create an automated campaign, but note that a range of campaign types are available. Choose one, then click Next.
ActiveCampaign GIF

3. Using Oribi events, set your campaign trigger.

Here’s where your Oribi events will come into play. When prompted to select a trigger, choose Event is recorded.

From the dropdown list of events, find the exported Oribi event you want to use as your trigger. Note that all events exported from Oribi will begin with “Oribi” in ActiveCampaign.

Remember: in our example, we’re creating a campaign that will automatically be sent to visitors who downloaded a brochure, so Downloaded Brochure is the event we’ll use for our trigger.
Downloaded Brochure - ActiveCampaign
Select your trigger event from the list, then click Add start.

4. Add the rest of your campaign components.

You’ll now see the full array of options available to use in your campaign. You can either click the + to choose from available actions or drag them in from the right side menu.
ActiveCampaign - create campaigns
For our example, we’ll choose Send an email. Then, choose the email you’d like to send from the dropdown menu. If you haven’t yet created said email, click Create a New Email and follow the prompts.

Once you’ve got your initial email added to the campaign, the sky’s the limit! ActiveCampaign offers tons of options for customizing your campaigns and emails, so tweak to your heart’s content. Feel free to add wait times, goals, or any other actions you want. You can even set your automation so that your visitors’ lead scores are automatically improved! For a detailed walkthrough of how to build and polish your campaigns, check out this article.

When you’re done, click Active in the top right corner of your screen to set your campaign live.