HOME > Operations > Active Campaign: Task Creation

Task Automation

Active campaign offers automatic task creation and automatic email prompt messages. The task will be created  once the customer clicks or requested to be contacted through our website.

Automatic Send Text Notification

This is the task we need to check daily, we need to send them a text to remind them that we already sent them an email with our music offer.

Text Format

“Hi XXX, thank you for your inquiry with Music Lessons Australia! We’ve emailed you a half-priced trial music lesson offer, please check your junk mail if you have not yet received it.

– XXX from MLA”

After Texting, tick the box “Contact: Send Text Message”

NOTE: You can now change the stage to Potential or No Teacher”

Post Beginners Book & Welcome Package

Post-Beginners Book

Create a task when the student change stage to “Trialling
1. Creating a task inside the deal, then add the title”Post Beginners Book – XXX (Instrument)
2. Task Type: Send Book
3. Assigned to Kyla
4. Click “Add Task

Note: We only send beginners book to “No Experience & Beginners”

Post Welcome Package

Create a task when the student change stage to “Trialling
1. Creating a task inside the deal, then add the title”Send Welcome Package
2. Task Type: Send Book
3. Assigned to Kyla
4. Click “Add Task

Note: We only send Welcome Package to “Intermediate & Advance”

How to find Task?

Update Task Daily

When you created a task, when it’s on due date it will automatically send you an email to notify that the task is aging. We can check the task manually to update daily task.

Process to access the task:
On the top side of Hubspot you will see the “Sales” click and will show a drop down.
You can see “Task” click it.

Manage your task daily!