Active Intelligence Autonomous Insights

Active Intelligence Autonomous Insights help you improve your marketing with personalized recommendations based on your account activity. Autonomous Insights appear as insight cards within ActiveCampaign. These cards highlight important information about your campaigns and automations to help you make better marketing decisions.

Take note

• Available for Admins only. Learn more about permissions
• Some insights are not available to trial accounts. Eligibility and insights shown vary by account and plan

Where you'll see Autonomous Insights

Autonomous Insights will appear as insight cards in three locations:

• Active Intelligence homepage - View your featured insight and a collection of your insight cards across the platform. This is also where the Brand Kit-based competitive intelligence, industry intelligence, and brand monitoring insight cards appear
• Email Campaigns Overview page - See cards relevant to your campaign performance
• Automation Overview page - See cards relevant to your automation email performance
• Contacts Overview page - See cards relevant to your contacts' performance

The cards you see are personalized based on your recent account activity. Active Intelligence evaluates your data each week and updates the cards to show the most relevant insights.

Benefits of Autonomous Insights

• Campaign engagement analysis - See how your campaigns perform compared to industry benchmarks. Identify trends in open rates, click rates, and how your audience responds to your content.
• Content improvement recommendations - Get specific guidance on improving your subject lines, preheaders, email content, and personalization. These recommendations are based on industry best practices and what works well in your account.
• Campaign optimization recommendations - Receive suggestions for the best send times, email frequency, and ways to segment your audience for better results.
• Contact health and growth insights - List growth trends, engagement patterns, hygiene issues, and recommendations to maintain a healthy contact base
• Deal and pipeline insights - Pipeline performance tracking, stalled deal identification, deal velocity analysis, and recommended actions to accelerate conversions
• Automation insights — See which active automations are generating the most errors each week, track daily error trends, and get recommendations to fix them.

How Autonomous Insights work

Autonomous Insights refresh weekly. When cards change, it means Active Intelligence found different insights that are more relevant to your current data.

Each insight card uses a report-style format designed to surface key information at a glance:

• Visualization 
  When applicable, each card will lead with a chart or data visualization showing the key metric being analyzed
• Title 
  The card title follows a consistent, repeatable format so you know what data is being analyzed week over week
• Timeframe chip 
  A chip on each card shows the time period of the data being analyzed

To open the full insight in Active Intelligence, click the insight card you’d like to expand. From there, you can review a detailed analysis, see suggested next steps, and follow up using the prompt field.

Homepage sections

The Active Intelligence homepage organizes your insight cards into sections by asset type. Sections appear when relevant insights are available for your account.

• Worth a look this week 
  The "Worth a look this week" section appears at the top of the homepage. It highlights insights that do not fit into the categorized sections below. Examples of insights that appear here include:
  • Scheduled task outputs 
  • Proactive campaign draft insights
• Email performance 
  The "Email performance" section shows insight cards related to your email campaigns.
• Automations 
  The "Automations" section shows insight cards related to your active automations.
• Contacts 
  The "Contacts" section shows insight cards related to your contact base.
• Deals 
  The "Deals" section shows insight cards related to your pipeline and deal activity. This section only appears if your account has an Enhance CRM Add-on.

Customize your Active Intelligence homepage

You can adjust the layout of your Autonomous Insights homepage to focus on the content that matters most to you.

To prioritize an asset type:

1. Click the ActiveCampaign logo in the top navigation menu to get to the Active Intelligence homepage. 
2. Click the Edit pencil at the top right of any insight section. A modal will pop up.
3. Under “Category order,” click and drag the asset types to move sections higher or lower on your Active Intelligence homepage.
4. Click the “Done” button.

To pin a report to your Favorites:

1. Click the ActiveCampaign logo in the top navigation menu to get to the Active Intelligence homepage. 
2. Click the Edit pencil at the top right of any insight section. A modal will pop up.
3. Under “Pin reports,” click the star next to a report to mark it as a favorite and move it into the “Your favorites” section on the Active Intelligence homepage.
4. Click the “Done” button.

To reset your homepage to the default layout:

1. Click the ActiveCampaign logo in the top navigation menu to get to the Active Intelligence homepage. 
2. Click the Edit pencil at the top right of any insight section. A modal will pop up.
3. Click the "Reset to default" button.
4. Click the “Done” button.

Autonomous Insights Notifications

When you have new or unread autonomous insights, a notification badge appears in the top navigation bar. Click the notification badge to view and open insights from any page in your account.

View your notifications

1. Click the notification badge in the top navigation bar to open the notification menu. The menu shows a list of all new and unread insights.
2. Click any insight in the list to open it in Active Intelligence.

Mark all as read

If you want to clear your unread notifications, click "Mark all as read" in the notification menu. This collapses all current notifications.

After you “Mark all as read,” the badge will reappear the next time new insights are ready.

Tuning Insights

Select insight cards let you adjust the parameters that an insight analyzes. This is useful when a default insight does not reflect your account's data, campaign types, or analysis needs.

To tune an insight:

1. On an eligible insight card, access the "Tune this" option with one of the following options:
   • On standard cards, click the "Tune this" button directly on the card
   • On compact cards, hover over the three dots button, then select "Tune this"
2. In the modal, adjust the available parameters for that insight. Parameters vary by insight type and may include time range, benchmarks, or focus.
3. Click "Preview" to see the updated insight results before saving.
4. Click "Save" to store your preferences. Once saved, future generations of that insight use your saved tuning preferences.

Automation insights

Not available for Trial or Starter accounts.

Active Intelligence scans your active automations weekly and surfaces the top errors affecting them. The insight highlights the top 10 errors, which automations are contributing the most, a daily error trend, and recommendations to fix them.

(callout box) The Automation insight runs every Sunday at 5 PM EST. If you want to customize this, you can create a Scheduled Task using a similar prompt.

In order for the Automation insights to surface, your account must meet the following criteria: 

• Has at least one active automation
• Has at least 100 contact entries in the last seven days

Errors not included

• The following errors are not included in the insight because they are expected behavior:
• Manual skips for waits and goals
• Manual ends for automations
• List subscription failures: contact is already subscribed to a list, or contact was not subscribed to a selected list
• Tag failures: contact already has the tag, or contact does not have the tag