To start constructing an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can activate an automation, including: When a tag is added When a contact registers for a list When a contact submits a kind E-commerce and on-site choices (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 readily available in ActiveCampaign’s automations are: Send an e-mail Notify an employee Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (The contact can skip to the goal’s place 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 eliminate tags Include a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” functions – .
Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can trigger an automation when: The contact submits a type The contact buys A tag is added to the contact A custom field is updated with a certain value From there, you can create Conditions, to examine whether the contact has a specific tag or customized field worth.
You can likewise develop Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is included or gotten rid of The contact buys A date takes place A custom-made field is upgraded with a certain value You do not produce emails 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 e-mail course. ActiveCampaign makes it simple for me to construct my e-mail course exactly how I ‘d like to construct it. Many online marketers construct very basic email sequences for their “e-mail courses.” A contact register, and then that contact right away begins getting lessons.
It was simple to develop with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that method. My email 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 first tried this methodology, I was on MailChimp.
Here’s the automation I use to invite new students to my Style Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome e-mail ().” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends a “pump up” email to get the trainees prepared for next week’s course, and encourage them to share it with good 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 e-mail 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 do not wish to send out the very same e-mail to every person on my list. I want to send them the appropriate email for their level of engagement – . . Here’s the automation I utilize to promote an evergreen webinar: First it confirms 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 interested in the webinar, and to encourage them to register. If they register, they immediately hit the “Objective” toward 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 allows me to customize 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, attended, missed, or based upon how long they remained in the webinar. These tags can then activate automations within ActiveCampaign.
It costs me cash, and it makes it most likely that my e-mails go to spam or Gmail’s promotions tab. People who do not open my e-mails make it harder for other e-mails to get to the individuals who truly want them! The “Pro” plan of ActiveCampaign has lead scoring integrated in.
Here’s an automation I got from ActiveCampaign’s library of automations, which I use to inform which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it adds brand-new tags for 7 days, one month, 60 days, etc Each time they open an email, a separate automation removes them from this automation, removes all of those tags, and begins this automation over once again.
This automation can be overwhelming 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, in some cases you have to develop things from scratch. ActiveCampaign has a choice to delete non-active customers, which I don’t recommend.
Some subscribers do not have tracking turned on, so their opens aren’t taped. Others still want to be subscribed however have actually been hectic. Here’s my reactivation series: I send one e-mail asking if they still wish to be subscribed, and briefly explaining why I keep my e-mail list tidy. In one week, I send them another e-mail (if they already clicked on the confirmation link in the previous e-mail, they have actually currently been eliminated from the automation using a separate automation) – .
The automation then unsubscribes them. My emails likewise have a link to a kind where they can enter their e-mail address to let me know that they don’t have tracking made it possible for. This kind adds a tag that I utilize to filter those contacts out. . I used to include this tag when they clicked on a link, but when people don’t have tracking on, it makes those links not work so dependably! I just send a simple “do you still desire my e-mails?” verification.