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Notis

Get ActiveTrail campaign results ready for review

Make campaign follow-up easier to keep on the calendar. Notis retrieves the available ActiveTrail campaign report metrics on your chosen schedule.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get All Campaign Reports

Retrieves reports and performance metrics for campaigns.

Why this helps

Campaign results can sit unnoticed when pulling reports competes with sales and delivery work.

  • Bring campaign results into a regular review
  • Review key engagement and delivery metrics
  • Reduce manual report retrieval

Setup

Build it in a few focused steps.

  • 1Connect Agile CRM and ActiveTrail once in the Notis portal.
  • 2Create an automation with a prompt to retrieve ActiveTrail campaign reports for the reporting period you want to review.
  • 3Pick a Notis recurring schedule trigger.
  • 4Choose where run reports go and test with one real reporting period.

Questions about this workflow

Which metrics can the report include?

The action can return send date, opens, clicks, click-to-open rate, bounces, unsubscribes, complaints, unopened emails and sent emails.

Does this send a new campaign?

No. It retrieves campaign reports for review and does not create or send a campaign.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agile CRM to ActiveTrail. A trigger fires from one place; an action lands in another.

Agile CRM triggers

ActiveTrail actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add Group Member

Adds a contact to a group, creating the contact if needed.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Contact Growth

Retrieves daily statistics on subscribed and unsubscribed contact counts.

ActionInstant

Add Mailing List Member

Creates a contact or adds one to a mailing list and groups; an email address or SMS number is required.

ActionInstant

Create a New Group

Creates an empty contact group.

ActionInstant

Create Contact

Creates a new contact.

ActionInstant

Create Campaign

Creates an email campaign in draft unless configured to send it.

ActionInstant

Create Content Category

Creates a content category.

ActionInstant

Create Campaign for Contacts

Creates and sends an email campaign to selected contacts.

ActionInstant

Connect any two apps with Notis in the middle.

Agile CRM and ActiveTrail, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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