To begin developing an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can set off an automation, consisting of: When a tag is included When a contact subscribes to a list When a contact sends a kind E-commerce and on-site options (readily available in the “Pro” plan) 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 readily available in ActiveCampaign’s automations are: Send out an e-mail Inform an employee Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track goals (The contact can skip to the goal’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 details Add and get rid of tags Include a note Lead scoring, SMS and site 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 type The contact buys A tag is contributed to the contact A custom-made field is updated with a specific worth From there, you can develop Conditions, to check whether the contact has a specific tag or custom field worth.
You can likewise produce Events, 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 customized field is updated with a particular 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 primary way I construct my list is through an email course. ActiveCampaign makes it simple for me to construct my email course precisely how I ‘d like to develop it. Lots of online marketers develop really easy e-mail sequences for their “e-mail courses.” A contact indications up, and after that that contact right away starts getting lessons.
It was simple to construct with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that method. My email course is by hand synced with this countdown timer on my website. You have to register by Friday night, and a brand-new course begins each Monday morning. When I first attempted this approach, I was on MailChimp.
Here’s the automation I use to invite brand-new trainees to my Design 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 until it is Friday. At 11am, it sends a “pump up” email to get the trainees prepared 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 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 wish to send out the same e-mail to everyone on my list. I wish to send them the appropriate e-mail for their level of engagement – . . Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they haven’t already bought the product I pitch in the webinar.
Then it sends out a series of emails to get them thinking about the webinar, and to motivate them to register. If they sign up, they right away hit the “Objective” towards the end 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 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 signed up, attended, missed out on, or based upon how long they remained in the webinar. These tags can then activate automations within ActiveCampaign.
It costs me cash, and it makes it most likely that my emails go to spam or Gmail’s promos tab. People who don’t open my emails make it harder for other e-mails to get to individuals who truly want them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated 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 brand-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, removes all of those tags, and starts 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 solution. However, due to the fact that you can do anything with ActiveCampaign, sometimes you need to construct things from scratch. ActiveCampaign has an alternative to delete non-active customers, which I don’t recommend.
Some subscribers don’t have tracking turned on, so their opens aren’t taped. Others still wish to be subscribed however have been busy. Here’s my reactivation series: I send out one e-mail asking if they still wish to be subscribed, and briefly discussing why I keep my e-mail list clean. In one week, I send them another email (if they already clicked the confirmation link in the previous email, they have actually currently been removed from the automation using a separate automation) – .
The automation then unsubscribes them. My e-mails also have a link to a type where they can enter their email address to let me know that they do not have tracking made it possible for. This form includes a tag that I utilize to filter those contacts out. . I utilized to include this tag when they clicked on a link, but when people do not have tracking on, it makes those links not work so dependably! I only send a simple “do you still want my emails?” confirmation.