To start building an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can set off an automation, consisting of: When a tag is added When a contact subscribes to a list When a contact sends a kind E-commerce and on-site options (readily available in the “Pro” strategy) When the contact reaches a certain point in another automation.
From there, you can start constructing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an email Alert a group member Wait conditions If/then conditionals Split traffic for screening 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 Add and eliminate 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 restricted. On ConvertKit, you can set off an automation when: The contact sends a form The contact purchases A tag is contributed to the contact A custom field is updated with a specific worth From there, you can develop Conditions, to check whether the contact has a particular tag or customized field worth.
You can also create Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is added or gotten rid of The contact purchases A date happens A custom-made field is updated with a certain value You do not create emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main method I construct my list is through an email course. ActiveCampaign makes it easy for me to build my e-mail course precisely how I want to develop it. Numerous online marketers build 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 build with ActiveCampaign, however impossible when I was with MailChimp. I do not do that technique. 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 brand-new course starts each Monday early morning. When I initially tried 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 few things going on here: The automation sends all contacts a “welcome email ().” The automation verifies 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 prepared 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 email the following Friday morning, and lessons the Monday after that. It was difficult for me to automate this with MailChimp.
When I run a webinar, I don’t wish to send the very same email to everyone on my list. I wish to send them the proper email for their level of engagement – . . Here’s the automation I use to promote an evergreen webinar: First it verifies that they haven’t 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 encourage them to register. If they sign up, they right away 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 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 registered, participated in, missed, or based upon how long they stayed in the webinar. These tags can then trigger 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 don’t open my e-mails make it harder for other emails to get to individuals who really want them! The “Pro” plan of ActiveCampaign has lead scoring integrated 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 includes a “0 days” tag. As time passes, it includes brand-new tags for 7 days, one month, 60 days, etc Each time they open an email, a different automation removes them from this automation, eliminates all of those tags, and begins this automation over once again.
This automation can be overwhelming at initially, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box solution. However, due to the fact that you can do anything with ActiveCampaign, in some cases you have to construct things from scratch. ActiveCampaign has an alternative to delete inactive subscribers, which I do not suggest.
Some customers don’t have tracking switched on, so their opens aren’t tape-recorded. Others still desire to be subscribed but have been busy. 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 e-mail list tidy. In one week, I send them another e-mail (if they currently clicked the verification link in the previous email, they’ve already been gotten rid of from the automation utilizing a different automation) – .
The automation then unsubscribes them. My e-mails likewise have a link to a type where they can enter their e-mail address to let me know that they do not have tracking allowed. This form includes a tag that I use 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 a simple “do you still want my e-mails?” confirmation.