To start building an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can set off an automation, consisting of: When a tag is added When a contact registers for a list When a contact sends a type E-commerce and on-site choices (readily available in the “Pro” strategy) When the contact reaches a specific point in another automation.
From there, you can begin constructing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an e-mail Inform a group member 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 existing automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Add and eliminate 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 minimal. On ConvertKit, you can activate an automation when: The contact submits a form The contact makes a purchase A tag is added to the contact A custom-made field is upgraded with a specific worth From there, you can produce Conditions, to inspect whether the contact has a particular tag or custom-made field worth.
You can likewise create Occasions, 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 purchases A date occurs A customized field is updated with a certain value You don’t create e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main way I build my list is through an e-mail course. ActiveCampaign makes it easy for me to build my email course exactly how I wish to build it. Numerous online marketers develop extremely simple email series for their “e-mail courses.” A contact register, and after that that contact immediately starts getting lessons.
It was easy to construct with ActiveCampaign, however impossible when I was with MailChimp. I do not do that method. My email course is by hand synced with this countdown timer on my website. You have to sign up by Friday night, and a new course begins each Monday morning. When I first attempted this methodology, I was on MailChimp.
Here’s the automation I use to welcome brand-new trainees to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email ().” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends a “pump up” e-mail to get the students all set for next week’s course, and encourage them to share it with pals.
The contact will begin getting lessons the following Monday early 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 want to send the same email to everyone on my list. I wish 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 validates that they have not currently acquired the product I pitch in the webinar.
Then it sends a series of e-mails to get them thinking about the webinar, and to encourage them to sign up. If they sign up, they right away struck the “Objective” toward the end of the webinar, and the automation ends. If they don’t register, they get added 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 add tags based upon whether the contact registered, participated in, missed out on, or based upon for how long 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 emails go to spam or Gmail’s promotions tab. People who do not open my emails make it harder for other emails to get to individuals who actually want them! The “Pro” plan of ActiveCampaign has actually lead scoring developed in.
Here’s an automation I got 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 includes brand-new tags for 7 days, one 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 begins this automation over again.
This automation can be frustrating 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 need to develop things from scratch. ActiveCampaign has an alternative to erase inactive subscribers, which I do not recommend.
Some subscribers do not have tracking switched on, so their opens aren’t tape-recorded. Others still wish to be subscribed but have been busy. Here’s my reactivation sequence: I send one e-mail 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 email (if they currently clicked on the verification link in the previous email, they have actually currently been removed from the automation utilizing a separate automation) – .
The automation then unsubscribes them. My e-mails also have a link to a type where they can enter their e-mail 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 include this tag when they clicked on a link, however when individuals don’t have tracking on, it makes those links not work so dependably! I just send a basic “do you still desire my e-mails?” confirmation.