To begin constructing an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can set off an automation, including: When a tag is added When a contact signs up for a list When a contact submits a form E-commerce and on-site alternatives (offered in the “Pro” strategy) 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 offered in ActiveCampaign’s automations are: Send an email Alert an employee Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track goals (The contact can skip to the objective’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 information Add and get rid of tags Include a note Lead scoring, SMS and site messages, and Facebook Custom 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 sends a kind The contact makes a purchase A tag is included to the contact A custom field is updated with a specific worth From there, you can develop Conditions, to inspect whether the contact has a specific tag or custom field value.
You can also develop Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is included or removed The contact buys A date takes place A custom field is upgraded with a specific worth You don’t create emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main method I construct my list is through an email course. ActiveCampaign makes it easy for me to develop my email course exactly how I ‘d like to construct it. Many marketers construct extremely easy email sequences for their “e-mail courses.” A contact register, and after that that contact right away begins getting lessons.
It was easy to build with ActiveCampaign, however difficult when I was with MailChimp. I do not do that approach. 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 morning. When I first tried this methodology, I was on MailChimp.
Here’s the automation I utilize to welcome brand-new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome e-mail ().” The automation validates 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 students ready for next week’s course, and motivate them to share it with good friends.
The contact will start getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed registration for next week’s class. They’ll get the pump up email the following Friday 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 wish to send the exact same e-mail to every person on my list. I want to send them the suitable e-mail for their level of engagement – . . Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they have not already purchased 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 motivate them to register. If they sign up, they instantly hit the “Goal” towards 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 enables me to tailor 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 out on, 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 most likely that my emails go to spam or Gmail’s promos tab. Individuals who do not open my emails make it harder for other e-mails to get to individuals who really want them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.
Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize to tell 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, 30 days, 60 days, etc Each time they open an email, a separate automation removes them from this automation, removes all of those tags, and starts this automation over again.
This automation can be frustrating initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box solution. But, due to the fact that you can do anything with ActiveCampaign, often you have to construct things from scratch. ActiveCampaign has an alternative to delete non-active subscribers, which I do not recommend.
Some customers do not have tracking turned on, so their opens aren’t recorded. Others still wish to be subscribed but have actually been hectic. Here’s my reactivation series: I send one email asking if they still wish to be subscribed, and briefly discussing why I keep my email list tidy. In one week, I send them another email (if they currently clicked on the confirmation link in the previous email, they’ve currently been eliminated from the automation using a different automation) – .
The automation then unsubscribes them. My emails likewise have a link to a form where they can enter their email address to let me understand that they do not have tracking enabled. This type adds a tag that I use 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 just send out a basic “do you still want my emails?” verification.