To start building an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can trigger an automation, consisting of: When a tag is added When a contact registers for a list When a contact submits a kind E-commerce and on-site options (offered in the “Pro” plan) When the contact reaches a certain point in another automation.
From there, you can start building the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an email Alert a staff member Wait conditions If/then conditionals Split traffic for testing Skip 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 Add and eliminate tags Include a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” functions – .
Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can set off an automation when: The contact sends a form The contact makes a purchase A tag is added to the contact A customized field is upgraded with a particular worth From there, you can produce Conditions, to inspect whether the contact has a certain tag or custom field worth.
You can likewise create Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is added or removed The contact purchases A date takes place 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 contrast. The primary method I develop my list is through an email course. ActiveCampaign makes it simple for me to develop my email course precisely how I want to build it. Many marketers develop really basic e-mail sequences for their “email courses.” A contact signs up, and then that contact immediately starts getting lessons.
It was easy to build with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that technique. My e-mail course is by hand synced with this countdown timer on my website. You have to register by Friday night, and a brand-new course begins each Monday early morning. When I first tried this approach, I was on MailChimp.
Here’s the automation I use to invite 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 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 all set for next week’s course, and motivate them to share it with pals.
The contact will begin getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed enrollment for next week’s class. They’ll get the pump up email 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 want to send out the same email to everyone on my list. I wish to send them the suitable email for their level of engagement – . . Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they haven’t currently purchased the product 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 sign up, they immediately struck the “Goal” 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 enables me to personalize my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam integration panel: I can include tags based upon whether the contact signed up, went to, missed out on, or based upon how long they remained in the webinar. These tags can then trigger 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 emails make it harder for other e-mails to get to individuals who really want them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.
Here’s an automation I obtained from ActiveCampaign’s library of automations, which I use to tell 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, one month, 60 days, etc Each time they open an e-mail, a separate automation eliminates them from this automation, eliminates all of those tags, and begins this automation over again.
This automation can be overwhelming at first, and this is among those cases where I want ActiveCampaign had a more out-of-the-box service. However, due to the fact that you can do anything with ActiveCampaign, sometimes you need to construct things from scratch. ActiveCampaign has an alternative to erase inactive subscribers, which I don’t recommend.
Some customers don’t have actually tracking turned on, so their opens aren’t tape-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 want to be subscribed, and briefly describing why I keep my e-mail list tidy. In one week, I send them another e-mail (if they currently clicked the verification link in the previous email, they have actually already been eliminated from the automation using a different automation) – .
The automation then unsubscribes them. My emails likewise have a link to a kind where they can enter their e-mail address to let me know that they don’t have tracking allowed. This kind includes a tag that I utilize to filter those contacts out. . I used to include this tag when they clicked a link, however when people don’t have tracking on, it makes those links not work so dependably! I just send out an easy “do you still want my emails?” confirmation.