To start building an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can trigger an automation, including: When a tag is included When a contact signs up for a list When a contact sends a form E-commerce and on-site choices (offered in the “Pro” strategy) When the contact reaches a specific point in another automation.
From there, you can start developing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an email Alert a team member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track goals (The contact can skip to the objective’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 information Add and get rid of tags Include a note Lead scoring, SMS and site messages, and Facebook Custom-made 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 sends a kind The contact buys A tag is contributed to the contact A custom-made field is updated with a certain value From there, you can develop Conditions, to check whether the contact has a particular tag or custom field worth.
You can also create Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is included or gotten rid of The contact purchases A date takes place A custom field is upgraded with a certain value You don’t produce emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary way I construct my list is through an e-mail course. ActiveCampaign makes it simple for me to build my e-mail course exactly how I ‘d like to construct it. Lots of marketers construct very easy e-mail series for their “email courses.” A contact indications up, and then that contact immediately begins getting lessons.
It was simple to develop with ActiveCampaign, however difficult when I was with MailChimp. I do not do that technique. My email course is manually synced with this countdown timer on my website. You need to sign up by Friday night, and a new course begins each Monday early morning. When I first attempted this method, I was on MailChimp.
Here’s the automation I use to welcome brand-new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email ().” The automation validates that it’s not Friday. If it’s not Friday, the automation waits up until it is Friday. At 11am, it sends a “pump up” e-mail to get the trainees all set for next week’s course, and encourage them to share it with friends.
The contact will start getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed out on 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 don’t desire to send the exact same email to every individual on my list. I desire 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 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 motivate them to sign up. If they sign up, they instantly struck 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 enables 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 add tags based upon whether the contact signed up, went to, missed out on, or based upon 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. Individuals who do not open my emails make it harder for other e-mails to get to the individuals who actually want them! The “Pro” plan of ActiveCampaign has actually lead scoring developed in.
Here’s an automation I received 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 adds a “0 days” tag. As time passes, it includes brand-new tags for 7 days, 30 days, 60 days, etc Each time they open an e-mail, a separate automation removes them from this automation, gets rid of all of those tags, and starts this automation over again.
This automation can be overwhelming initially, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box option. But, because you can do anything with ActiveCampaign, sometimes you have to construct things from scratch. ActiveCampaign has an option to delete non-active subscribers, which I do not recommend.
Some subscribers don’t have tracking switched on, so their opens aren’t taped. Others still wish to be subscribed but have been hectic. Here’s my reactivation series: I send one e-mail asking if they still wish to be subscribed, and briefly describing why I keep my email list clean. In one week, I send them another email (if they already clicked the confirmation link in the previous email, they have actually already been eliminated from the automation using a separate automation) – .
The automation then unsubscribes them. My emails likewise have a link to a kind where they can enter their e-mail address to let me understand that they do not have tracking enabled. This form adds a tag that I use to filter those contacts out. . I utilized to add this tag when they clicked on a link, however when people do not have tracking on, it makes those links not work so dependably! I just send out a simple “do you still want my emails?” verification.