Active Campaign Automation

To begin developing an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can trigger an automation, including: When a tag is included When a contact signs up for a list When a contact submits a form E-commerce and on-site options (offered in the “Pro” strategy) When the contact reaches a certain point in another automation.

From there, you can begin constructing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an e-mail Inform a team member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (The contact can skip to the objective’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 information Include and get rid of tags Add a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” features – .

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can activate an automation when: The contact submits a type The contact makes a purchase A tag is included to the contact A custom-made field is upgraded with a particular value From there, you can create Conditions, to inspect whether the contact has a particular tag or custom-made field value.

You can also develop 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 buys A date takes place A custom field is upgraded with a particular worth You do not produce emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main way I construct my list is through an e-mail course. ActiveCampaign makes it easy for me to build my email course precisely how I want to build it. Many online marketers build very basic email sequences for their “e-mail courses.” A contact register, and after that that contact immediately starts getting lessons.

It was simple to construct with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that technique. 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 initially tried this methodology, I was on MailChimp.

Here’s the automation I utilize to invite brand-new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email ().” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends out a “pump up” email to get the trainees prepared for next week’s course, and motivate them to share it with pals.

The contact will start 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 email 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 do not wish to send the same email to everyone on my list. I desire to send them the proper email for their level of engagement – . . Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not already purchased the product I pitch in the webinar.

Then it sends a series of emails to get them thinking about the webinar, and to motivate them to register. If they register, they instantly hit the “Goal” towards the end of the webinar, and the automation ends. If they do not sign up, they get contributed 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 combination panel: I can add tags based upon whether the contact registered, went to, missed out on, or based upon for how long 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 do not open my emails make it harder for other emails to get to individuals who actually desire them! The “Pro” plan of ActiveCampaign has actually lead scoring developed in.

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I utilize 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 includes brand-new tags for 7 days, 30 days, 60 days, etc Each time they open an e-mail, a separate automation removes them from this automation, removes all of those tags, and starts this automation over again.

This automation can be overwhelming in the beginning, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box option. But, since you can do anything with ActiveCampaign, sometimes you have to construct things from scratch. ActiveCampaign has an alternative to erase non-active customers, which I do not suggest.

Some subscribers don’t have tracking switched on, so their opens aren’t recorded. Others still wish to be subscribed but have actually been hectic. Here’s my reactivation sequence: I send one e-mail asking if they still wish to be subscribed, and briefly explaining why I keep my email list tidy. In one week, I send them another email (if they already clicked the confirmation link in the previous e-mail, they have actually already been gotten rid of from the automation utilizing 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 know that they don’t have tracking made it possible for. This form adds a tag that I utilize to filter those contacts out. . I utilized to include this tag when they clicked on a link, but when people do not have tracking on, it makes those links not work so dependably! I just send a basic “do you still desire my emails?” confirmation.