To begin constructing an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can trigger an automation, consisting of: When a tag is added When a contact registers for a list When a contact sends a type E-commerce and on-site alternatives (offered in the “Pro” plan) When the contact reaches a particular point in another automation.
From there, you can start building the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an e-mail Alert a team member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track objectives (The contact can skip to the goal’s place in the automation.) Start or end another automation, or end the existing automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Include and eliminate tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” features – .
Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can set off an automation when: The contact submits a form The contact purchases A tag is contributed to the contact A custom field is updated with a particular worth From there, you can develop Conditions, to inspect whether the contact has a specific tag or customized field worth.
You can also create Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is added or eliminated The contact buys A date occurs A custom field is updated with a specific value You do not develop e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main method I construct my list is through an e-mail course. ActiveCampaign makes it easy for me to construct my e-mail course precisely how I ‘d like to develop it. Lots of online marketers construct really basic email series for their “email courses.” A contact register, and then that contact instantly begins getting lessons.
It was simple to construct with ActiveCampaign, but impossible when I was with MailChimp. I do not do that technique. My email course is by hand synced with this countdown timer on my website. You need to register by Friday night, and a new course starts each Monday early morning. When I first tried this approach, I was on MailChimp.
Here’s the automation I use to welcome new trainees to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome e-mail ().” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends out a “pump up” email to get the trainees ready for next week’s course, and motivate them to share it with buddies.
The contact will begin getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed out on registration for next week’s class. They’ll get the pump up e-mail the following Friday early morning, and lessons the Monday after that. It was difficult for me to automate this with MailChimp.
When I run a webinar, I do not desire to send the same email to every person on my list. I want to send them the suitable e-mail for their level of engagement – . . Here’s the automation I use to promote an evergreen webinar: First it confirms that they haven’t already acquired the item I pitch in the webinar.
Then it sends out a series of emails to get them thinking about the webinar, and to motivate them to register. If they register, they immediately struck the “Goal” toward the end of the webinar, and the automation ends. If they don’t sign up, they get contributed to an automation promoting a rebroadcast of the webinar. .
This enables me to tailor my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam integration panel: I can add tags based upon whether the contact registered, attended, missed out on, or based upon for how long they stayed in the webinar. These tags can then set off automations within ActiveCampaign.
It costs me money, and it makes it more most likely that my e-mails go to spam or Gmail’s promos tab. People who do not open my e-mails make it harder for other e-mails to get to the people who really desire them! The “Pro” plan of ActiveCampaign has actually lead scoring integrated in.
Here’s an automation I received from ActiveCampaign’s library of automations, which I use to tell which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it adds new tags for 7 days, one month, 60 days, etc Each time they open an email, a separate automation eliminates them from this automation, eliminates all of those tags, and starts this automation over again.
This automation can be frustrating initially, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box option. But, due to the fact that you can do anything with ActiveCampaign, sometimes you have to develop things from scratch. ActiveCampaign has an option to erase inactive customers, which I do not advise.
Some subscribers do not have actually tracking turned on, so their opens aren’t recorded. Others still desire to be subscribed but have actually been busy. Here’s my reactivation sequence: I send out one email asking if they still wish to be subscribed, and briefly discussing why I keep my e-mail list tidy. In one week, I send them another email (if they currently clicked on the confirmation link in the previous e-mail, they have actually already been gotten rid of from the automation utilizing a separate automation) – .
The automation then unsubscribes them. My emails also have a link to a form where they can enter their email address to let me understand that they do not have tracking allowed. This form includes a tag that I utilize to filter those contacts out. . I used to include this tag when they clicked a link, but when individuals do not have tracking on, it makes those links not work so dependably! I only send a simple “do you still want my emails?” confirmation.