Active Intelligence Autonomous Insights can enhance your marketing by providing personalized recommendations based on your account activity. These insights are displayed as cards within eduCRM, highlighting crucial information about your campaigns and automations to help you make more informed marketing decisions. Additionally, when you complete your Brand Kit, these cards can also present competitive intelligence, industry trends, and insights on brand monitoring.
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
- 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
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.
Featured Insight
Each week, Active Intelligence highlights one key recommendation on your homepage in a detailed view. This featured insight provides expanded context, performance summaries with industry benchmarks, and specific next steps.
Click the “View insight” button on the card to launch Active Intelligence and explore the feature insight.
Additional Insights
Additional insights are available in the “More performance insights” section.
Click the "View insight" button on the card to launch Active Intelligence and see:
- A detailed analysis of the insight
- Suggested next steps you can take
When you follow up on an insight using the prompt field, you can reference an asset by typing @ to select the specific campaign or automation the insight is about. Learn more about referencing assets in Active Intelligence.
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
- 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.
- 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.
Not all insight cards support tuning. If an insight does not have the “Tune this” option, it cannot be tuned.
To tune an insight:
- 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"
- In the modal, adjust the available parameters for that insight. Parameters vary by insight type and may include time range, benchmarks, or focus.
- Click "Preview" to see the updated insight results before saving.
- Click "Save" to store your preferences. Once saved, future generations of that insight use your saved tuning preferences.