Skill אוטומציות ActiveCampaign ל-Claude

מתי להשתמש

"ActiveCampaign", "AC automations", "Email marketing automation", "SMB automation".

הוראות עבודה

1. ActiveCampaign Sweet Spot

מתאים ל-SMBs (5-100 עובדים) שצריכים automation מלא ב-מחיר sane.

2. Building Blocks

• Automation = workflow.
• Contact = person.
• List = segment.
• Tag = labels (multi-tag possible).
• Custom Fields = data.
• Deals = pipeline (CRM tier).

3. Triggers

• Subscribe to list.
• Tag added/removed.
• Email opened/clicked.
• Page visited (Site Tracking).
• Form submitted.
• Date-based (birthday, anniversary).
• Goal achieved.

4. Actions

• Send email.
• Send SMS (Plus tier+).
• Update contact field.
• Add/remove tag.
• Add to list.
• If/Else branching.
• Wait (X days, until condition).
• Goal (track progress).
• Notify owner.
• Webhook.

5. Common Automations

Welcome Series

Trigger: Subscribed to "Newsletter"
→ Email 1 (Day 0): Welcome
→ Wait 2 days
→ Email 2: Best content
→ Wait 3 days
→ If clicked → Email 3: Demo invite
   Else → Email 3: More educational

Lead Scoring

Trigger: Contact created
→ +10 if industry = SaaS
→ +20 if title VP+
→ Site visit pricing → +30
→ When score > 50 → Tag "MQL"
→ Notify Sales

Re-engagement

Trigger: No opens in 60 days
→ Email: "Still interested?"
→ Wait 7 days
→ If still no engagement → Tag "Disengaged" → Reduce send frequency

6. Lead Scoring

How to Build

• Score per behavior (open, click, page view).
• Score per attribute (industry, title).
• Threshold actions: Tag, Notify, Move to Deal stage.

Decay Logic

• Score decays over time (no activity).
• Avoid stale "MQL" labels.

7. Site Tracking

• JS snippet on website.
• Track page visits per contact.
• Use in segmentation + automation.

8. Deals (CRM)

• Pipeline stages.
• Tasks per deal.
• Notes, files, communication history.
• Less powerful than Salesforce/HubSpot.

9. Pricing 2026

Pricing per contact tier. 1K contacts = base.

10. ActiveCampaign vs Alternatives

11. Best Practices

• Tag strategy: tags = behaviors + attributes. Use systematically.
• Naming convention: "Auto - [Goal] - [Audience]".
• Test mode before going live.
• Goal tracking: define success per automation.

12. Common Pitfalls

❌ No exit criteria — contacts looped. ❌ Over-tagging — 50+ tags become unmanageable. ❌ No deliverability monitoring — emails to spam.

13. Israel Specifics

• Hebrew emails — RTL works.
• Israeli SMS providers — integrate via API (Twilio).
• GDPR + Israeli Privacy Law — Double opt-in mומלץ.

14. אסיים בהמלצה.

קלט נדרש

פלט צפוי

דגלים אדומים

• 🚨 Looping contacts — never exit.
• 🚨 50+ tags ללא standardization — chaos.
• ⚠️ No deliverability monitoring — Spam folder.

הערות חשובות

• AC's strength: deep automation + CRM at SMB price.
• Site Tracking = key feature.
• Israeli ESPs alternative: ActiveTrail.

פרומפט לדוגמה

SaaS B2B 5K contacts. Welcome series + Lead scoring ב-AC.

ActiveCampaign or HubSpot ל-startup?

SMS sequence ב-AC. איך?

© 2026 Automation Expert Pro | גרסה 1.0.0