To start constructing an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can trigger 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 options (available in the “Pro” strategy) When the contact reaches a specific point in another automation.
From there, you can begin developing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an email Inform an employee Wait conditions If/then conditionals Split traffic for testing Avoid 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 get rid of tags Add a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” functions – .
Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can set off an automation when: The contact submits a type The contact purchases A tag is contributed to the contact A custom-made field is updated with a specific value From there, you can develop Conditions, to check whether the contact has a particular tag or custom field value.
You can also produce Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is included or removed The contact purchases A date occurs A custom field is updated with a particular worth You do not develop e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary method I develop my list is through an email course. ActiveCampaign makes it easy for me to build my e-mail course precisely how I ‘d like to develop it. Lots of online marketers build very simple email sequences for their “e-mail courses.” A contact register, and then that contact right away begins getting lessons.
It was easy to construct with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that approach. My email course is manually synced with this countdown timer on my website. You need to sign up by Friday night, and a brand-new course starts each Monday morning. When I initially tried this approach, I was on MailChimp.
Here’s the automation I use to invite new students to my Style Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome e-mail ().” The automation confirms 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 students ready for next week’s course, and motivate 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 out on enrollment for next week’s class. They’ll get the pump up email 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 want to send out the same e-mail to every individual on my list. I wish to send them the appropriate email for their level of engagement – . . Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not currently purchased the item I pitch in the webinar.
Then it sends out a series of e-mails to get them interested in the webinar, and to encourage them to register. If they sign up, they instantly struck the “Goal” toward completion of the webinar, and the automation ends. If they do not sign up, they get contributed to an automation promoting a rebroadcast of the webinar. .
This enables me to tailor my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam combination panel: I can include tags based upon whether the contact signed up, went to, 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 cash, and it makes it more most likely that my e-mails go to spam or Gmail’s promos tab. Individuals who don’t open my e-mails make it harder for other e-mails to get to the people who really desire them! The “Pro” plan of ActiveCampaign has actually lead scoring constructed in.
Here’s an automation I got from ActiveCampaign’s library of automations, which I use to inform which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds brand-new tags for 7 days, one month, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, eliminates all of those tags, and begins this automation over once again.
This automation can be frustrating in the beginning, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box solution. But, because you can do anything with ActiveCampaign, in some cases you have to build things from scratch. ActiveCampaign has an option to erase inactive customers, which I don’t advise.
Some customers don’t have tracking switched on, so their opens aren’t taped. Others still desire to be subscribed however have been busy. Here’s my reactivation sequence: I send out one email asking if they still desire to be subscribed, and briefly discussing why I keep my e-mail list clean. In one week, I send them another e-mail (if they already clicked the verification link in the previous e-mail, they’ve currently been eliminated from the automation using a different automation) – .
The automation then unsubscribes them. My e-mails likewise have a link to a form where they can enter their e-mail address to let me know that they don’t have tracking made it possible for. This form includes a tag that I utilize to filter those contacts out. . I used to add this tag when they clicked a link, however when people don’t have tracking on, it makes those links not work so dependably! I only send out a basic “do you still desire my e-mails?” confirmation.