To begin building an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can set off an automation, including: When a tag is added When a contact subscribes to a list When a contact submits a kind E-commerce and on-site options (offered in the “Pro” strategy) When the contact reaches a particular point in another automation.
From there, you can begin building the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an email Notify a group member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track objectives (The contact can avoid to the objective’s place in the automation.) Start or end another automation, or end the present automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Include and remove tags Add a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” features – .
Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can trigger an automation when: The contact submits a type The contact purchases A tag is added to the contact A custom-made field is updated with a particular worth From there, you can produce Conditions, to inspect whether the contact has a particular tag or custom-made field value.
You can also produce 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 purchases A date takes place A customized field is upgraded with a specific value You do not produce emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary way I develop my list is through an email course. ActiveCampaign makes it simple for me to develop my e-mail course exactly how I want to construct it. Lots of marketers develop extremely easy email series for their “e-mail courses.” A contact register, and after that that contact right away starts getting lessons.
It was easy to develop with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that method. My email course is by hand synced with this countdown timer on my site. You have to sign up by Friday night, and a brand-new course begins each Monday early morning. When I initially tried this approach, I was on MailChimp.
Here’s the automation I utilize to invite new students to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome e-mail ().” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits up until it is Friday. At 11am, it sends a “pump up” e-mail to get the students prepared for next week’s course, and motivate them to share it with friends.
The contact will begin getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed 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 impossible for me to automate this with MailChimp.
When I run a webinar, I don’t wish to send the exact same email to everyone on my list. I wish to send them the proper e-mail for their level of engagement – . . Here’s the automation I use to promote an evergreen webinar: First it validates that they have not already bought the product I pitch in the webinar.
Then it sends a series of emails to get them thinking about the webinar, and to encourage them to register. If they register, they immediately hit the “Objective” toward the end of the webinar, and the automation ends. If they do not sign up, they get added to an automation promoting a rebroadcast of the webinar. .
This allows me to personalize my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam combination panel: I can include tags based upon whether the contact signed up, attended, missed, or based upon for how long 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 promos tab. Individuals who don’t open my e-mails make it harder for other e-mails to get to individuals who really want them! The “Pro” strategy of ActiveCampaign has lead scoring integrated in.
Here’s an automation I received from ActiveCampaign’s library of automations, which I utilize to inform which contacts aren’t engaging with my emails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds new tags for 7 days, thirty days, 60 days, etc Each time they open an e-mail, a different automation eliminates them from this automation, eliminates all of those tags, and begins this automation over once again.
This automation can be frustrating at initially, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box option. However, since you can do anything with ActiveCampaign, often you have to construct things from scratch. ActiveCampaign has an alternative to erase inactive customers, which I don’t advise.
Some customers don’t have actually tracking switched on, so their opens aren’t recorded. Others still desire to be subscribed but have actually been busy. Here’s my reactivation series: I send out one e-mail asking if they still wish to be subscribed, and briefly explaining why I keep my e-mail list tidy. In one week, I send them another e-mail (if they already clicked on the verification link in the previous e-mail, they’ve currently been eliminated from the automation using a separate automation) – .
The automation then unsubscribes them. My e-mails also have a link to a type where they can enter their email address to let me know that they do not have tracking allowed. This form adds a tag that I use to filter those contacts out. . I used to add this tag when they clicked a link, however when people do not have tracking on, it makes those links not work so reliably! I just send out a simple “do you still want my e-mails?” confirmation.