To start developing an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can activate an automation, including: When a tag is included When a contact signs up for a list When a contact sends a kind E-commerce and on-site options (available in the “Pro” strategy) When the contact reaches a certain point in another automation.
From there, you can start developing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an e-mail Alert a staff 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 goal’s location 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 Include 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 restricted. On ConvertKit, you can trigger an automation when: The contact sends a type The contact makes a purchase A tag is included to the contact A custom field is upgraded with a certain value From there, you can create Conditions, to examine whether the contact has a particular tag or custom-made field worth.
You can likewise produce Occasions, 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 customized field is updated with a certain 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 main way I build my list is through an email course. ActiveCampaign makes it easy for me to build my email course precisely how I ‘d like to build it. Many marketers construct very simple e-mail series for their “e-mail courses.” A contact signs up, and then that contact right away begins getting lessons.
It was easy to construct with ActiveCampaign, however difficult when I was with MailChimp. I do not do that approach. My e-mail course is manually synced with this countdown timer on my website. You need to register by Friday night, and a new course begins each Monday early morning. When I initially attempted this method, I was on MailChimp.
Here’s the automation I use to welcome brand-new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email ().” 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 a “pump up” e-mail to get the students ready for next week’s course, and motivate them to share it with friends.
The contact will start 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 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 do not want to send the very same e-mail to everyone on my list. I wish to send them the suitable e-mail for their level of engagement – . . Here’s the automation I use to promote an evergreen webinar: First it verifies that they have not already acquired the product I pitch in the webinar.
Then it sends out a series of e-mails to get them thinking about the webinar, and to encourage them to sign up. If they register, they immediately struck the “Objective” toward completion 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 customize 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 registered, attended, missed out on, or based upon the length of time they remained in the webinar. These tags can then trigger automations within ActiveCampaign.
It costs me cash, and it makes it more most likely that my emails go to spam or Gmail’s promos tab. People who do not open my emails make it harder for other e-mails to get to the individuals who actually want them! The “Pro” plan of ActiveCampaign has actually lead scoring built 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 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 removes them from this automation, eliminates all of those tags, and begins this automation over once again.
This automation can be overwhelming at initially, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box option. But, since you can do anything with ActiveCampaign, often you have to build things from scratch. ActiveCampaign has an option to erase inactive customers, which I don’t suggest.
Some subscribers don’t have tracking switched on, so their opens aren’t recorded. Others still wish to be subscribed however have been hectic. Here’s my reactivation sequence: I send out one email asking if they still wish to be subscribed, and briefly describing why I keep my email list clean. In one week, I send them another e-mail (if they currently clicked on the confirmation link in the previous email, they have actually already been removed from the automation utilizing a separate automation) – .
The automation then unsubscribes them. My emails also have a link to a type where they can enter their email address to let me know that they do not have tracking made it possible for. This kind adds a tag that I utilize to filter those contacts out. . I utilized to add this tag when they clicked on a link, however when individuals do not have tracking on, it makes those links not work so dependably! I just send a simple “do you still want my e-mails?” confirmation.