Active Campaign Custom Templates

To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can trigger an automation, consisting of: When a tag is added When a contact subscribes to a list When a contact sends a kind E-commerce and on-site choices (offered in the “Pro” plan) When the contact reaches a particular point in another automation.

From there, you can begin building the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an e-mail Notify a group member Wait conditions If/then conditionals Split traffic for screening 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 details Include and eliminate tags Include a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” features – .

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can activate an automation when: The contact sends a form The contact makes a purchase A tag is added 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 customized field worth.

You can likewise develop Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is added or eliminated The contact buys A date happens A custom-made field is updated with a certain value You don’t produce emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main method I build my list is through an email course. ActiveCampaign makes it simple for me to develop my email course precisely how I want to build it. Lots of marketers construct extremely easy email series for their “e-mail courses.” A contact register, and after that that contact right away begins getting lessons.

It was simple to construct with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that approach. My email course is manually synced with this countdown timer on my website. You need to sign up by Friday night, and a new course begins each Monday morning. When I initially tried this methodology, I was on MailChimp.

Here’s the automation I use to invite new students to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome e-mail ().” The automation verifies 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 all set for next week’s course, and motivate them to share it with pals.

The contact will begin 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 morning, and lessons the Monday after that. It was impossible for me to automate this with MailChimp.

When I run a webinar, I don’t wish to send out the very same email to everyone on my list. I wish to send them the appropriate email for their level of engagement – . . Here’s the automation I use to promote an evergreen webinar: First it verifies that they haven’t already acquired the item I pitch in the webinar.

Then it sends out a series of emails to get them thinking about the webinar, and to encourage them to sign up. If they sign up, they right away struck the “Goal” toward completion of the webinar, and the automation ends. If they don’t sign up, 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 combination panel: I can add tags based upon whether the contact registered, participated in, missed, or based upon how long they stayed in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me cash, and it makes it most likely that my e-mails go to spam or Gmail’s promos tab. Individuals who do not open my emails make it harder for other emails to get to the individuals who really want them! The “Pro” strategy of ActiveCampaign has actually lead scoring built 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 includes a “0 days” tag. As time passes, it includes 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, gets rid of all of those tags, and starts this automation over once again.

This automation can be overwhelming at initially, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box service. But, because you can do anything with ActiveCampaign, sometimes you have to construct things from scratch. ActiveCampaign has a choice to erase inactive subscribers, which I don’t recommend.

Some subscribers do not have tracking switched on, so their opens aren’t taped. Others still want to be subscribed however have actually been busy. Here’s my reactivation sequence: I send out one email asking if they still desire to be subscribed, and briefly discussing why I keep my email list clean. In one week, I send them another email (if they already clicked on the confirmation link in the previous e-mail, they’ve already been removed from the automation utilizing a separate automation) – .

The automation then unsubscribes them. My e-mails also have a link to a kind where they can enter their email address to let me know that they do not have tracking allowed. 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, but when individuals do not have tracking on, it makes those links not work so reliably! I only send a basic “do you still want my emails?” confirmation.