To start constructing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can set off an automation, including: When a tag is added When a contact subscribes to a list When a contact submits a form 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 start building the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an email Alert an employee Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track objectives (The contact can skip to the objective’s location 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 details Include and remove 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 kind The contact makes a purchase A tag is included to the contact A custom-made field is upgraded with a specific value From there, you can produce Conditions, to inspect whether the contact has a certain tag or customized field worth.
You can also develop Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is included or removed The contact makes a purchase A date occurs A custom field is updated with a specific value You don’t create e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I construct my list is through an email course. ActiveCampaign makes it simple for me to construct my email course exactly how I ‘d like to build it. Many online marketers develop really easy email sequences for their “email courses.” A contact register, and then that contact immediately begins getting lessons.
It was easy to develop with ActiveCampaign, but impossible when I was with MailChimp. I do not do that approach. My e-mail course is by hand synced with this countdown timer on my site. You need to register by Friday night, and a brand-new course begins each Monday morning. When I initially attempted this approach, I was on MailChimp.
Here’s the automation I use to welcome brand-new students to my Design Pitfalls course. There’s a few 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 up 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 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 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 do not wish to send the same e-mail to everyone on my list. I desire to send them the appropriate e-mail 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 out a series of e-mails to get them interested in the webinar, and to motivate them to sign up. If they register, they right away struck the “Objective” toward the end of the webinar, and the automation ends. If they do not register, they get added 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, participated in, missed out on, or based upon the length of time they remained in the webinar. These tags can then set off automations within ActiveCampaign.
It costs me money, and it makes it 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 e-mails to get to the people who actually want them! The “Pro” plan of ActiveCampaign has lead scoring integrated in.
Here’s an automation I received from ActiveCampaign’s library of automations, which I utilize to tell 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 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, eliminates all of those tags, and starts this automation over once again.
This automation can be overwhelming initially, and this is among those cases where I want ActiveCampaign had a more out-of-the-box option. However, since you can do anything with ActiveCampaign, in some cases you need to build things from scratch. ActiveCampaign has an option to erase inactive subscribers, which I don’t suggest.
Some customers do not have tracking turned on, so their opens aren’t tape-recorded. Others still wish to be subscribed however have been busy. Here’s my reactivation sequence: I send one email asking if they still want to be subscribed, and briefly explaining why I keep my e-mail list tidy. In one week, I send them another email (if they already clicked the verification link in the previous e-mail, they have actually already been eliminated from the automation utilizing a different automation) – .
The automation then unsubscribes them. My emails likewise have a link to a form where they can enter their e-mail address to let me know that they don’t have tracking enabled. This form includes a tag that I utilize to filter those contacts out. . I utilized to include this tag when they clicked on a link, but when individuals do not have tracking on, it makes those links not work so reliably! I only send a simple “do you still desire my e-mails?” confirmation.