To start building an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can trigger an automation, including: When a tag is added When a contact registers for a list When a contact sends a form E-commerce and on-site options (readily available in the “Pro” plan) When the contact reaches a particular point in another automation.
From there, you can start building the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an e-mail Notify an employee Wait conditions If/then conditionals Split traffic for screening 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 current automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Add and eliminate tags Add a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” functions – .
Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can activate an automation when: The contact sends a type The contact purchases A tag is contributed to the contact A custom-made field is updated with a particular worth From there, you can create Conditions, to check whether the contact has a particular tag or custom-made field value.
You can also create Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is included or gotten rid of The contact purchases A date occurs A custom-made field is updated with a specific value You don’t create emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main method I develop my list is through an email course. ActiveCampaign makes it easy for me to develop my email course exactly how I ‘d like to build it. Many online marketers build really simple email sequences for their “e-mail courses.” A contact indications up, and then that contact immediately starts getting lessons.
It was easy to construct with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that technique. My email 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 starts each Monday early morning. When I first tried this methodology, I was on MailChimp.
Here’s the automation I utilize to invite 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 verifies that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends out a “pump up” email to get the trainees ready for next week’s course, and motivate them to share it with buddies.
The contact will begin 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 morning, and lessons the Monday after that. It was difficult for me to automate this with MailChimp.
When I run a webinar, I do not wish to send the very same email to everyone on my list. I wish to send them the proper email for their level of engagement – . . Here’s the automation I use to promote an evergreen webinar: First it verifies that they have not already purchased the product I pitch in the webinar.
Then it sends out a series of emails to get them interested in the webinar, and to encourage them to sign up. If they sign up, they instantly hit the “Objective” towards completion of the webinar, and the automation ends. If they do not register, they get included 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 combination panel: I can include tags based upon whether the contact registered, attended, 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 emails go to spam or Gmail’s promotions tab. Individuals who don’t open my e-mails make it harder for other emails to get to the individuals who actually want them! The “Pro” strategy of ActiveCampaign has lead scoring developed in.
Here’s an automation I obtained 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 includes a “0 days” tag. As time passes, it includes brand-new tags for 7 days, one month, 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 starts this automation over again.
This automation can be frustrating at first, 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 build things from scratch. ActiveCampaign has an option to delete non-active customers, which I don’t suggest.
Some customers do not have actually tracking switched on, so their opens aren’t taped. Others still wish to be subscribed but have been hectic. Here’s my reactivation sequence: I send one e-mail 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 the verification link in the previous e-mail, they have actually currently been gotten rid of from the automation utilizing a separate automation) – .
The automation then unsubscribes them. My e-mails also have a link to a form where they can enter their email address to let me know that they do not have tracking allowed. This form adds a tag that I utilize to filter those contacts out. . I used to add this tag when they clicked on a link, but when people don’t have tracking on, it makes those links not work so dependably! I just send an easy “do you still want my emails?” confirmation.