To start developing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can activate an automation, consisting of: When a tag is included When a contact registers for a list When a contact submits a type E-commerce and on-site choices (readily available in the “Pro” plan) When the contact reaches a specific point in another automation.
From there, you can begin developing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an email Notify a staff 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 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 information Add and remove tags Include 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 restricted. On ConvertKit, you can set off an automation when: The contact sends a form The contact makes a purchase A tag is contributed to the contact A customized field is upgraded with a certain value From there, you can develop Conditions, to check whether the contact has a particular tag or custom field worth.
You can likewise create Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is added or removed The contact buys A date takes place A custom-made field is updated with a specific value You do not 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 e-mail course. ActiveCampaign makes it easy for me to build my e-mail course exactly how I ‘d like to build it. Lots of online marketers build very easy email sequences for their “email courses.” A contact indications up, and then that contact right away begins getting lessons.
It was easy to build with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that method. My email course is by hand synced with this countdown timer on my website. You have to sign up by Friday night, and a new course begins each Monday morning. When I first attempted this method, I was on MailChimp.
Here’s the automation I utilize to welcome 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 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 trainees all set for next week’s course, and motivate them to share it with buddies.
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 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 every person on my list. I want 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 verifies that they haven’t currently bought the product I pitch in the webinar.
Then it sends a series of e-mails to get them interested in the webinar, and to encourage them to register. If they sign up, they immediately hit the “Goal” toward completion of the webinar, and the automation ends. If they do not register, they get contributed to an automation promoting a rebroadcast of the webinar. .
This allows 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 registered, attended, missed, or based upon the length of time they remained in the webinar. These tags can then set off automations within ActiveCampaign.
It costs me cash, and it makes it more likely that my e-mails go to spam or Gmail’s promos tab. Individuals who do not open my e-mails make it harder for other e-mails to get to individuals who actually want them! The “Pro” plan of ActiveCampaign has lead scoring constructed in.
Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize to inform which contacts aren’t engaging with my emails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it adds new tags for 7 days, 30 days, 60 days, etc Each time they open an email, a different automation eliminates them from this automation, eliminates all of those tags, and begins this automation over again.
This automation can be frustrating initially, and this is among those cases where I want ActiveCampaign had a more out-of-the-box solution. However, due to the fact that you can do anything with ActiveCampaign, in some cases you have to build things from scratch. ActiveCampaign has an option to delete inactive customers, which I don’t recommend.
Some customers do not have tracking switched on, so their opens aren’t taped. Others still desire to be subscribed but have been hectic. Here’s my reactivation series: I send out one e-mail asking if they still wish 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 already clicked on the verification link in the previous email, they have actually currently been removed from the automation utilizing a different automation) – .
The automation then unsubscribes them. My e-mails likewise have a link to a form where they can enter their e-mail address to let me understand that they do not have tracking allowed. This kind includes a tag that I use to filter those contacts out. . I utilized to include this tag when they clicked a link, however when individuals do not have tracking on, it makes those links not work so dependably! I only send out an easy “do you still desire my emails?” verification.