To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can activate an automation, consisting of: When a tag is added When a contact subscribes to a list When a contact sends a type E-commerce and on-site choices (available in the “Pro” strategy) When the contact reaches a specific point in another automation.
From there, you can begin constructing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an e-mail Alert an employee Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (The contact can skip to the goal’s place in the automation.) Start or end another automation, or end the current automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Include and remove tags Add a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” functions – .
Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can activate an automation when: The contact sends a form The contact purchases A tag is added to the contact A custom field is updated with a specific value From there, you can create Conditions, to check whether the contact has a particular tag or custom field worth.
You can likewise produce Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is included or eliminated The contact buys A date occurs A custom field is updated with a certain 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 email course. ActiveCampaign makes it easy for me to develop my e-mail course exactly how I want to construct it. Numerous online marketers develop really simple e-mail sequences for their “email courses.” A contact register, and then that contact immediately starts getting lessons.
It was simple to build with ActiveCampaign, however impossible when I was with MailChimp. I do not do that method. My email course is by hand synced with this countdown timer on my site. You need to register by Friday night, and a new course starts each Monday morning. When I first attempted this approach, I was on MailChimp.
Here’s the automation I use to welcome brand-new students to my Style Pitfalls course. There’s a couple of things going on here: The automation sends out 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” e-mail to get the students ready for next week’s course, and encourage 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 enrollment for next week’s class. They’ll get the pump up e-mail the following Friday morning, and lessons the Monday after that. It was difficult for me to automate this with MailChimp.
When I run a webinar, I don’t wish to send the very same email to everyone on my list. I want to send them the suitable email for their level of engagement – . . Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they haven’t already bought the item I pitch in the webinar.
Then it sends a series of e-mails to get them thinking about the webinar, and to motivate them to register. If they sign up, they right away hit the “Objective” towards completion of the webinar, and the automation ends. If they do not register, they get contributed to an automation promoting a rebroadcast of the webinar. .
This allows 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 signed up, attended, missed out on, or based upon the length of time they remained in the webinar. These tags can then activate automations within ActiveCampaign.
It costs me money, and it makes it more most likely that my e-mails go to spam or Gmail’s promotions tab. Individuals who don’t open my emails make it harder for other emails to get to the people who really desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring developed in.
Here’s an automation I obtained from ActiveCampaign’s library of automations, which I use to inform which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds brand-new tags for 7 days, 1 month, 60 days, etc Each time they open an e-mail, a separate automation removes them from this automation, gets rid of all of those tags, and starts this automation over once again.
This automation can be overwhelming initially, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box service. But, because you can do anything with ActiveCampaign, sometimes you have to build things from scratch. ActiveCampaign has an alternative to delete non-active subscribers, which I don’t recommend.
Some subscribers don’t have tracking turned on, so their opens aren’t taped. Others still desire to be subscribed however have actually been busy. Here’s my reactivation series: I send one email asking if they still desire to be subscribed, and briefly describing why I keep my e-mail list clean. In one week, I send them another email (if they currently clicked the verification link in the previous e-mail, they’ve currently been gotten rid of from the automation using a different 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 enabled. This form adds a tag that I use to filter those contacts out. . I used to include this tag when they clicked on a link, however when individuals don’t have tracking on, it makes those links not work so dependably! I just send a simple “do you still want my e-mails?” verification.