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To start constructing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can trigger an automation, consisting of: When a tag is included When a contact subscribes to a list When a contact sends a form E-commerce and on-site options (available in the “Pro” plan) When the contact reaches a specific point in another automation.

From there, you can start constructing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an e-mail Notify a staff member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (The contact can avoid 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 details Include and get rid of 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 restricted. On ConvertKit, you can trigger an automation when: The contact sends a type The contact buys A tag is contributed to the contact A customized field is upgraded with a specific worth From there, you can develop Conditions, to check whether the contact has a specific tag or customized field value.

You can also produce Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is added or gotten rid of The contact purchases A date happens A custom-made field is upgraded with a certain value You do not develop emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary method I build my list is through an e-mail course. ActiveCampaign makes it easy for me to construct my e-mail course precisely how I wish to construct it. Lots of marketers build extremely basic e-mail sequences for their “email courses.” A contact signs up, and after that that contact immediately begins getting lessons.

It was easy to construct with ActiveCampaign, but difficult when I was with MailChimp. I do not do that method. My email course is manually synced with this countdown timer on my website. You have to register by Friday night, and a brand-new course begins each Monday morning. When I first attempted this methodology, I was on MailChimp.

Here’s the automation I utilize to welcome brand-new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail ().” The automation validates that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends a “pump up” email to get the students ready for next week’s course, and encourage them to share it with friends.

The contact will start getting lessons the following Monday early 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 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 don’t desire to send out the very same email to everyone on my list. I want to send them the suitable e-mail for their level of engagement – . . Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they haven’t already acquired the product I pitch in the webinar.

Then it sends a series of e-mails to get them interested in the webinar, and to motivate them to register. If they register, they immediately hit the “Goal” towards completion of the webinar, and the automation ends. If they don’t register, 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 integration panel: I can add tags based upon whether the contact signed up, went to, missed, or based upon how long they remained in the webinar. These tags can then activate automations within ActiveCampaign.

It costs me money, and it makes it most likely that my emails go to spam or Gmail’s promos tab. People who don’t open my emails make it harder for other e-mails to get to individuals who really desire them! The “Pro” plan of ActiveCampaign has actually lead scoring integrated in.

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

This automation can be frustrating in the beginning, and this is among those cases where I want ActiveCampaign had a more out-of-the-box solution. However, since you can do anything with ActiveCampaign, often you need to develop things from scratch. ActiveCampaign has an option to delete non-active subscribers, which I don’t advise.

Some subscribers do not have actually tracking switched on, so their opens aren’t tape-recorded. Others still wish to be subscribed but have been busy. Here’s my reactivation sequence: I send out one email asking if they still want to be subscribed, and briefly explaining why I keep my e-mail list clean. In one week, I send them another e-mail (if they already clicked the confirmation link in the previous email, they have actually already been gotten rid of from the automation using a different automation) – .

The automation then unsubscribes them. My emails likewise have a link to a type where they can enter their email address to let me understand that they do not have tracking allowed. This form includes a tag that I use to filter those contacts out. . I used to add this tag when they clicked on a link, however when people 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?” verification.