Overview
Tactics in Digital First AI are activities you need to take to achieve specific marketing goals.
💡Each tactic is goal-oriented. You'll complete tactics in a simple, step-by-step way, along with prompts and useful resources for each activity.
💸 Want to boost your sales? You'll consider direct email campaigns with personalized offers. Thinking of expanding your reach? You'll see tactics suggesting social media influencer collaborations.
So, let's say you're focusing on email campaigns; that'll involve designing captivating visuals and drafting compelling copy, each step done with Digital First AI.
Those are just examples. Tactics are adaptable to any niche, industry, product, service!
You have access to 370+ (and increasing) tried-and-tested marketing tactics. You can customize them and even add your own.
🛞 No need to reinvent the wheel—or in this case, the marketing playbook. Let's jump in.
Heads-up: This article covers the basics. Each feature is detailed in dedicated articles.
Where to find tactics
You'll find tactics in several spots within Digital First AI.
After you create a funnel and train the AI on your business with custom data (like completing a business statement, adding custom files and links), you'll see a goldmine of "Recommended Tactics" in your Funnel dashboard:
You can add these tactics to various stages of your "Marketing funnel"–awareness, consideration, conversion, and loyalty—to match your needs:
Itching for more? Head over to the "Tactics" section from the left menu. It's a collection of over 370 tactics, sortable by difficulty, budget, outcome, and more
From this point, you can either directly add tactics to your funnel or save them in the "My Tactics" folder for future reference:
Features
⚙️ Tactics features help you get things done: execute and complete tasks, manage the flow of tactics in funnels, edit and create new ones, and share with your team.
💡Tactics mean no more guesswork or solo research. Instead of starting from scratch, you can use playbooks that are already working for others! You'll receive guidance every step of the way when completing tactics.
Below, you'll see brief descriptions of each feature–linking to detailed guides. 👇
Step-by-step tactic completion with prompts
➡️ See this comprehensive guide on completing tactics
Each tactic in Digital First AI comes with clear, step-by-step instructions
To work on a tactic, first you need to add it to your funnel
Tactics feature customizable prompts for quick completion and useful resources
Consider the tactic
Share a "Did you know" fact related to your industry. It helps you share intriguing industry facts and increase audience engagement
The initial step prompts you to brainstorm five "Did you know?" facts relevant to your field. You can fill in the blanks with your industry name, and let AI work its magic:
You can directly record these ideas within the tactic itself or save them to the Asset Library for future use:
You can mark individual steps or the entire tactic as completed:
Tactic and funnel flow management
➡️ See this detailed guide on funnel and tactic flow management
You can place tactics across funnel stages: awareness, consideration, conversion, and loyalty
It's flexible, so a single tactic might apply to more than one stage, depending on your approach
When it's about connecting the dots, visualize your campaign as a story. You can link tactics together to create a cohesive customer journey, moving prospects from awareness to purchase and then loyalty:
Just a quick example:
"Weekly Webinar Series"captures interest (Awareness), "Targeted Email Follow-ups"nurture that interest (Consideration), "Special Offer Announcements" (Action) transform interest into action, and "Customer Appreciation Events" (Loyalty) keep the connection strong and turn buyers into brand advocates
👆 Imagine seeing this play out visually in your funnel, where one tactic smoothly hands off to the next.
Editing tactics
➡️ See more about editing tactics
Once you add a tactic to your profile, you can fully customize it
You can rename tactics and change up showcase images for better alignment
Fine-tune the details: change steps and activities, set new metrics, adjust funnel segments, change required skill level, description, and more:
The Tactic Library and Creating new tactics
♟️In Digital First AI, there's a growing collection of 370 + marketing tactics, updated weekly, from marketing pros from all over the world! Yet, there's room for your creativity too
You can create custom tactics. Just like one of our dear users who designed over 300 unique plays for his team! See this ➡️ detailed article on creating new tactics
When building a tactic, you'll outline the steps, activities, type, funnel stage, metrics, and more
It's up to you: share with just your team or the entire Digital First AI community
Sharing tactics
➡️ See this guide on sharing tactics
Need a second opinion on whether a specific tactic will hit the mark?
You can (1) share tactics within funnels as a PDF
(2) Share tactics with a team or individual team members
(3) Or just email tactics directly for a thumbs-up from your team or a check from an external marketing colleague!
Videos
Visual learner? We've got you covered! Here are two essential videos:
Mastering Funnel Navigation and Tactic Flow:
Using the Tactic Library and creating your own tactics:
And we've crossed the finish line. 🏁 Hope this guide helped you understand the power of tactics.
Whether it's creating buzz with influencer partnerships for beauty brands or upping lead generation with webinar series for B2B services, tactics got you covered!
Don't forget to check out the detailed guides linked above for a thorough exploration of tactics.
💬 Looking for answers? Contact us at [email protected] or use the chat on the right. We're not robots. We talk back!