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To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can set off an automation, including: When a tag is added When a contact subscribes to a list When a contact sends a type E-commerce and on-site choices (available in the “Pro” plan) When the contact reaches a certain 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 email Inform 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 place 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 Include and remove tags Add 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 limited. On ConvertKit, you can activate an automation when: The contact submits a form The contact purchases A tag is added to the contact A customized field is upgraded with a certain value From there, you can produce Conditions, to check whether the contact has a particular tag or custom field value.

You can likewise produce Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is added or eliminated The contact buys A date occurs A customized field is upgraded with a specific worth You don’t develop e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main method I construct my list is through an email course. ActiveCampaign makes it easy for me to construct my e-mail course precisely how I want to develop it. Many marketers build really easy e-mail series for their “e-mail courses.” A contact signs up, and after that that contact instantly starts getting lessons.

It was simple to build with ActiveCampaign, however difficult when I was with MailChimp. I don’t 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 new course begins each Monday morning. When I initially attempted this approach, I was on MailChimp.

Here’s the automation I utilize to invite brand-new students to my Design Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome e-mail ().” 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 friends.

The contact will start getting lessons the following Monday early 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 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 out the same email to every individual 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 validates that they have not currently bought the product I pitch in the webinar.

Then it sends a series of e-mails to get them interested in the webinar, and to motivate them to register. If they register, they instantly hit the “Objective” toward completion of the webinar, and the automation ends. If they do not sign up, they get included 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 signed up, went to, missed out on, or based upon the length of time they stayed in the webinar. These tags can then activate automations within ActiveCampaign.

It costs me cash, and it makes it most likely that my e-mails 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 people who actually desire them! The “Pro” strategy 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 adds new tags for 7 days, 1 month, 60 days, etc Each time they open an email, a different automation eliminates them from this automation, removes 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. But, because you can do anything with ActiveCampaign, often you have to build things from scratch. ActiveCampaign has an alternative to delete inactive customers, which I do not recommend.

Some customers don’t have tracking switched on, so their opens aren’t recorded. Others still desire to be subscribed but have actually been busy. Here’s my reactivation sequence: I send one email asking if they still wish to be subscribed, and briefly explaining why I keep my e-mail list clean. In one week, I send them another e-mail (if they already clicked the confirmation 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 emails also have a link to a kind 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 a link, but when people don’t have tracking on, it makes those links not work so dependably! I just send out a simple “do you still want my e-mails?” verification.