To begin developing an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can set off an automation, consisting of: When a tag is included When a contact registers for a list When a contact sends a form E-commerce and on-site choices (readily available 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 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 existing automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Add and remove tags Add a note Lead scoring, SMS and site messages, and Facebook Customized 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 submits a kind The contact makes a purchase A tag is contributed to the contact A custom-made field is updated with a certain worth From there, you can produce Conditions, to check whether the contact has a particular tag or custom-made field value.
You can also produce Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is added or removed The contact buys A date happens A custom field is updated with a specific worth You do not develop e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main way I develop my list is through an email course. ActiveCampaign makes it easy for me to build my e-mail course exactly how I want to develop it. Lots of marketers construct really basic e-mail series for their “email courses.” A contact signs up, and then that contact immediately begins getting lessons.
It was easy to develop with ActiveCampaign, but difficult when I was with MailChimp. I do not do that approach. My e-mail course is by hand synced with this countdown timer on my site. You have to register by Friday night, and a brand-new course starts each Monday early morning. When I first attempted this methodology, I was on MailChimp.
Here’s the automation I utilize to invite new students to my Design Pitfalls course. There’s a few 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 students all set for next week’s course, and encourage them to share it with friends.
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 e-mail the following Friday early 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 want to send out the very same email to every person on my list. I desire to send them the appropriate e-mail for their level of engagement – . . Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not already purchased the item I pitch in the webinar.
Then it sends a series of emails to get them thinking about the webinar, and to encourage them to sign up. If they register, they instantly struck the “Objective” toward the end 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 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 signed up, attended, missed, or based upon the length of time they remained in the webinar. These tags can then activate automations within ActiveCampaign.
It costs me money, and it makes it most likely that my e-mails go to spam or Gmail’s promotions tab. People who don’t 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 obtained from ActiveCampaign’s library of automations, which I utilize to tell which contacts aren’t engaging with my emails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds new tags for 7 days, one month, 60 days, etc Each time they open an e-mail, a different automation eliminates them from this automation, gets rid of 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 service. But, since you can do anything with ActiveCampaign, in some cases you need to build things from scratch. ActiveCampaign has an alternative to erase non-active subscribers, which I do not advise.
Some customers do not have tracking switched on, so their opens aren’t tape-recorded. Others still desire to be subscribed however have actually been busy. Here’s my reactivation series: I send one email asking if they still wish to be subscribed, and briefly explaining why I keep my email list clean. In one week, I send them another e-mail (if they already clicked the verification link in the previous email, they’ve currently been removed from the automation using a different automation) – .
The automation then unsubscribes them. My emails likewise have a link to a kind where they can enter their email 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 used to add this tag when they clicked a link, but when individuals don’t have tracking on, it makes those links not work so dependably! I only send out a basic “do you still want my emails?” confirmation.