To start constructing an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can set off an automation, including: When a tag is added When a contact subscribes to a list When a contact sends a kind E-commerce and on-site alternatives (readily 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 readily available in ActiveCampaign’s automations are: Send an e-mail Alert a group member Wait conditions If/then conditionals Split traffic for testing Avoid 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 current automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Add and get rid of tags Add 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 set off an automation when: The contact submits a kind The contact purchases A tag is added to the contact A custom field is updated with a certain value From there, you can create Conditions, to inspect whether the contact has a certain tag or customized field value.
You can also create Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is added or gotten rid of The contact purchases A date occurs A customized field is upgraded with a particular worth 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 main way I construct my list is through an email course. ActiveCampaign makes it easy for me to develop my email course precisely how I want to develop it. Many online marketers develop really basic e-mail series for their “email courses.” A contact indications up, and after that that contact instantly begins getting lessons.
It was simple to construct with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that approach. My e-mail course is manually synced with this countdown timer on my website. You have to sign up by Friday night, and a new course begins each Monday early morning. When I first attempted this approach, I was on MailChimp.
Here’s the automation I use to welcome 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 verifies 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” e-mail to get the trainees ready for next week’s course, and motivate them to share it with friends.
The contact will begin getting lessons the following Monday early 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 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 out the same e-mail to every individual 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 validates that they haven’t already bought the item I pitch in the webinar.
Then it sends a series of e-mails to get them thinking about the webinar, and to motivate them to sign up. If they sign up, they immediately struck the “Objective” towards completion of the webinar, and the automation ends. If they do not sign up, they get included to an automation promoting a rebroadcast of the webinar. .
This enables me to tailor 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 signed up, attended, missed, or based upon for how long they stayed in the webinar. These tags can then trigger 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 e-mails make it harder for other emails to get to the individuals who truly desire them! The “Pro” plan of ActiveCampaign has actually lead scoring developed in.
Here’s an automation I received from ActiveCampaign’s library of automations, which I use 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 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, eliminates all of those tags, and begins this automation over again.
This automation can be frustrating in the beginning, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box option. But, because you can do anything with ActiveCampaign, often you need to construct things from scratch. ActiveCampaign has a choice to delete inactive subscribers, which I do not recommend.
Some subscribers do not have actually tracking switched on, so their opens aren’t tape-recorded. Others still wish to be subscribed but have actually been busy. Here’s my reactivation sequence: I send out one email asking if they still want to be subscribed, and briefly describing why I keep my email list tidy. In one week, I send them another e-mail (if they already clicked on the confirmation link in the previous email, they’ve currently been removed from the automation utilizing a different automation) – .
The automation then unsubscribes them. My e-mails also have a link to a form where they can enter their email address to let me know that they don’t have tracking allowed. This type includes a tag that I utilize to filter those contacts out. . I used 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 basic “do you still want my emails?” confirmation.