To begin developing an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can activate an automation, consisting of: When a tag is included When a contact subscribes to a list When a contact submits a kind E-commerce and on-site alternatives (available in the “Pro” plan) When the contact reaches a specific point in another automation.
From there, you can start developing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an email Notify a staff 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 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 get rid of tags Add a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” functions – .
Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can trigger an automation when: The contact submits a kind The contact buys A tag is included to the contact A customized field is updated with a certain value From there, you can produce Conditions, to check whether the contact has a certain tag or custom field value.
You can also create Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is included or eliminated The contact buys A date occurs A customized field is updated with a certain value You don’t develop emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main way I build my list is through an email course. ActiveCampaign makes it simple for me to construct my e-mail course exactly how I wish to construct it. Many online marketers build very basic email series for their “email courses.” A contact register, and then that contact immediately starts getting lessons.
It was simple to construct with ActiveCampaign, however difficult when I was with MailChimp. I do not do that method. My e-mail course is by hand synced with this countdown timer on my website. You need to sign up by Friday night, and a brand-new course begins each Monday early morning. When I initially tried this method, I was on MailChimp.
Here’s the automation I use to welcome new trainees to my Style Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome email ().” 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 ready 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 out on enrollment for next week’s class. They’ll get the pump up email 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 do not desire to send the same e-mail to every person on my list. I want 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 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” 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 combination panel: I can add tags based upon whether the contact registered, participated in, missed out on, or based upon how long they stayed in the webinar. These tags can then activate automations within ActiveCampaign.
It costs me money, and it makes it more most likely that my emails 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 the individuals who truly desire them! The “Pro” plan of ActiveCampaign has lead scoring developed in.
Here’s an automation I received from ActiveCampaign’s library of automations, which I utilize to inform 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, 1 month, 60 days, etc Each time they open an e-mail, a separate automation eliminates them from this automation, gets rid of all of those tags, and starts this automation over again.
This automation can be frustrating in the beginning, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box service. However, due to the fact that you can do anything with ActiveCampaign, sometimes you have to build things from scratch. ActiveCampaign has an option to delete non-active customers, which I don’t suggest.
Some customers don’t have actually tracking turned on, so their opens aren’t taped. Others still wish to be subscribed but have actually been hectic. Here’s my reactivation series: I send out one e-mail asking if they still want to be subscribed, and briefly explaining why I keep my email list tidy. In one week, I send them another email (if they currently clicked the confirmation link in the previous email, they’ve already been removed from the automation using a separate automation) – .
The automation then unsubscribes them. My emails also have a link to a form where they can enter their email address to let me understand that they don’t have tracking made it possible for. This form adds a tag that I utilize to filter those contacts out. . I utilized to include this tag when they clicked a link, however when individuals do not have tracking on, it makes those links not work so dependably! I only send out a simple “do you still want my emails?” confirmation.