Active Campaign Forum

To begin building an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can activate an automation, including: When a tag is included When a contact subscribes to a list When a contact sends a kind E-commerce and on-site alternatives (readily available in the “Pro” plan) When the contact reaches a particular 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 Notify a staff member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track objectives (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 Include and remove tags Include a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” functions – .

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can activate an automation when: The contact submits a form The contact makes a purchase A tag is included to the contact A custom-made field is updated with a certain worth From there, you can produce Conditions, to examine whether the contact has a particular tag or customized field value.

You can likewise create Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is included or eliminated The contact buys A date happens A custom field is upgraded with a certain value You don’t develop emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I develop my list is through an e-mail course. ActiveCampaign makes it easy for me to construct my email course exactly how I wish to develop it. Many marketers develop extremely easy email sequences for their “e-mail courses.” A contact indications up, and then that contact right away begins getting lessons.

It was easy to construct with ActiveCampaign, but 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 sign up by Friday night, and a new course begins each Monday morning. When I first attempted this method, I was on MailChimp.

Here’s the automation I use to welcome new trainees to my Style 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 till it is Friday. At 11am, it sends out a “pump up” email to get the students ready for next week’s course, and motivate 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 registration 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 impossible for me to automate this with MailChimp.

When I run a webinar, I do not wish to send out the same e-mail to every person on my list. I wish to send them the proper email for their level of engagement – . . Here’s the automation I utilize to promote an evergreen webinar: First it validates that they haven’t currently purchased the item I pitch in the webinar.

Then it sends a series of e-mails to get them interested in the webinar, and to encourage them to sign up. If they register, they immediately hit the “Objective” towards completion of the webinar, and the automation ends. If they don’t sign up, 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 for how long they remained in the webinar. These tags can then set off 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 emails make it harder for other e-mails to get to the people who actually want them! The “Pro” plan of ActiveCampaign has actually lead scoring integrated in.

Here’s an automation I got 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, thirty days, 60 days, etc Each time they open an e-mail, a different automation removes 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 service. However, due to the fact that you can do anything with ActiveCampaign, often you have to construct things from scratch. ActiveCampaign has an alternative to delete non-active customers, which I do not advise.

Some subscribers do not have actually tracking turned on, so their opens aren’t recorded. Others still wish to be subscribed however have actually been busy. Here’s my reactivation series: I send out one e-mail asking if they still desire to be subscribed, and briefly explaining why I keep my email list clean. In one week, I send them another e-mail (if they currently clicked the verification link in the previous e-mail, they have actually already been removed from the automation using a different automation) – .

The automation then unsubscribes them. My e-mails likewise have a link to a kind where they can enter their e-mail address to let me understand that they don’t have tracking enabled. 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 only send a simple “do you still want my e-mails?” verification.