To begin building an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can activate an automation, consisting of: When a tag is included When a contact signs up for a list When a contact submits a type E-commerce and on-site alternatives (readily available 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 testing Skip to other parts of the automation Track objectives (The contact can avoid to the goal’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 remove tags Include 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 sends a form The contact buys A tag is included to the contact A custom field is updated with a certain value From there, you can develop Conditions, to inspect whether the contact has a particular tag or custom field worth.
You can likewise create Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is included or eliminated The contact makes a purchase A date occurs A customized field is upgraded with a certain 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 primary 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. Many online marketers construct very simple e-mail sequences for their “email courses.” A contact indications up, and then that contact instantly begins getting lessons.
It was simple to construct with ActiveCampaign, however difficult when I was with MailChimp. I do not do that method. My email course is manually synced with this countdown timer on my website. You have to sign up by Friday night, and a brand-new course starts each Monday morning. When I first attempted this method, I was on MailChimp.
Here’s the automation I use to welcome brand-new students to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email ().” 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” email to get the trainees prepared for next week’s course, and motivate them to share it with pals.
The contact will start getting lessons the following Monday early 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 don’t wish to send the same email to every person on my list. I want to send them the appropriate email for their level of engagement – . . Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they haven’t already purchased 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 register. If they register, they right away hit the “Goal” towards 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 enables me to customize my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam integration panel: I can include tags based upon whether the contact registered, participated in, missed, or based upon how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.
It costs me money, and it makes it more likely that my emails go to spam or Gmail’s promotions tab. People who do not open my e-mails make it harder for other e-mails to get to the individuals who truly want them! The “Pro” plan of ActiveCampaign has lead scoring built in.
Here’s an automation I received from ActiveCampaign’s library of automations, which I use to tell 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 removes them from this automation, gets rid of all of those tags, and begins this automation over 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 option. However, because you can do anything with ActiveCampaign, sometimes you have to develop things from scratch. ActiveCampaign has an alternative to delete inactive subscribers, which I don’t recommend.
Some customers don’t have actually tracking switched on, so their opens aren’t recorded. Others still wish to be subscribed however have actually been busy. Here’s my reactivation sequence: I send one email asking if they still want to be subscribed, and briefly explaining why I keep my e-mail list tidy. In one week, I send them another e-mail (if they already clicked on the verification link in the previous e-mail, they’ve currently been gotten rid of from the automation utilizing a separate automation) – .
The automation then unsubscribes them. My e-mails likewise have a link to a type where they can enter their e-mail address to let me know that they don’t have tracking allowed. This kind includes a tag that I utilize to filter those contacts out. . I utilized to include this tag when they clicked on a link, however when people 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.