To begin developing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can activate an automation, including: When a tag is added When a contact registers for a list When a contact submits a form E-commerce and on-site options (offered 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 readily available in ActiveCampaign’s automations are: Send out an e-mail Inform a staff member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track goals (The contact can avoid 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 details Include and eliminate tags Include a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” features – .
Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can set off an automation when: The contact sends a form The contact buys A tag is contributed to the contact A custom field is updated with a specific worth From there, you can produce Conditions, to inspect whether the contact has a certain 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 Occasion when: A tag is added or removed The contact makes a purchase A date takes place A custom-made field is upgraded with a certain value You do not create e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main way I develop my list is through an email course. ActiveCampaign makes it easy for me to construct my e-mail course precisely how I ‘d like to build it. Numerous online marketers construct very basic e-mail series for their “email courses.” A contact signs up, and then that contact right away begins getting lessons.
It was simple to build with ActiveCampaign, but impossible 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 site. You need to sign up by Friday night, and a new course begins each Monday morning. When I initially tried this approach, I was on MailChimp.
Here’s the automation I utilize to welcome brand-new students to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome e-mail ().” 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” email 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 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 don’t wish to send out the very same e-mail to everyone on my list. I wish to send them the suitable email for their level of engagement – . . Here’s the automation I use to promote an evergreen webinar: First it validates that they have not currently acquired the product I pitch in the webinar.
Then it sends a series of emails to get them thinking about the webinar, and to motivate them to sign up. If they sign up, they immediately struck the “Goal” toward completion of the webinar, and the automation ends. If they do not sign up, they get added 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 integration 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 trigger 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 individuals who truly want them! The “Pro” plan of ActiveCampaign has actually lead scoring integrated in.
Here’s an automation I obtained 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 adds a “0 days” tag. As time passes, it adds new tags for 7 days, 1 month, 60 days, etc Each time they open an e-mail, a different automation eliminates them from this automation, eliminates all of those tags, and starts this automation over once again.
This automation can be overwhelming at first, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box service. But, due to the fact that you can do anything with ActiveCampaign, often you need to build things from scratch. ActiveCampaign has a choice to delete non-active customers, which I do not advise.
Some customers don’t have tracking turned on, so their opens aren’t tape-recorded. Others still want to be subscribed but have been hectic. Here’s my reactivation sequence: I send one email asking if they still wish to be subscribed, and briefly describing why I keep my e-mail list tidy. In one week, I send them another e-mail (if they currently clicked on the verification link in the previous e-mail, they have actually already been removed 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 email address to let me understand that they do not have tracking enabled. This kind includes a tag that I use to filter those contacts out. . I used to include this tag when they clicked a link, but when people do not have tracking on, it makes those links not work so dependably! I only send an easy “do you still want my emails?” verification.