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.

How to find Task?

It is important you complete your tasks as soon as they are due.

There are two ways to find tasks.

Finding Tasks in Contacts

  1. Go to ActiveCampaign > Select “Contacts” from the left menu bar
  2. Select “Manage Tasks” from the left menu bar
  4. Filter the tasks using the top grey bar:
    1. Task Assigned to “Bookings Team” or “Financial Team”
    2. Status “Incomplete”

 

Post Beginners Workbook / Welcome Package Task

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 Kayla
4. Click “Add Task“

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

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 Kayla
4. Click “Add Task“

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