To begin constructing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can set off an automation, consisting of: When a tag is included When a contact registers for a list When a contact submits a type E-commerce and on-site options (available in the “Pro” plan) When the contact reaches a specific point in another automation.
From there, you can begin building the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an email Inform an employee Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (The contact can avoid to the objective’s location in the automation.) Start or end another automation, or end the present automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Include and remove tags Add a note Lead scoring, SMS and site messages, and Facebook Customized 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 type The contact makes a purchase A tag is contributed to the contact A custom-made field is updated with a certain value From there, you can create Conditions, to inspect whether the contact has a certain tag or custom-made field worth.
You can also produce Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is included or eliminated The contact makes a purchase A date occurs A custom field is upgraded with a certain value You don’t create e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary way I build my list is through an e-mail course. ActiveCampaign makes it easy for me to develop my e-mail course exactly how I wish to construct it. Lots of online marketers develop extremely easy email sequences for their “e-mail courses.” A contact indications up, and then that contact immediately starts getting lessons.
It was simple to develop with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that approach. My email course is manually synced with this countdown timer on my site. You have to register by Friday night, and a new course starts each Monday morning. When I first attempted this methodology, 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 all contacts a “welcome e-mail ().” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends a “pump up” email to get the students ready for next week’s course, and encourage them to share it with friends.
The contact will start getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed enrollment for next week’s class. They’ll get the pump up email the following Friday early 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 very same e-mail to everyone on my list. I desire to send them the suitable 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 bought the item I pitch in the webinar.
Then it sends out a series of emails to get them interested in the webinar, and to motivate them to sign up. If they register, they instantly hit the “Objective” toward completion of the webinar, and the automation ends. If they don’t register, they get added to an automation promoting a rebroadcast of the webinar. .
This allows 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 add tags based upon whether the contact signed up, attended, missed, or based upon the length of time 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 emails go to spam or Gmail’s promos tab. Individuals who do not open my emails make it harder for other emails to get to the people who actually desire them! The “Pro” plan of ActiveCampaign has lead scoring developed 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 includes a “0 days” tag. As time passes, it adds new tags for 7 days, thirty days, 60 days, etc Each time they open an email, a different automation eliminates them from this automation, gets rid of all of those tags, and begins this automation over once 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. However, because you can do anything with ActiveCampaign, often you need to build things from scratch. ActiveCampaign has a choice to delete non-active subscribers, which I do not advise.
Some customers don’t have actually tracking turned on, so their opens aren’t recorded. Others still want to be subscribed however have been busy. Here’s my reactivation sequence: I send one e-mail asking if they still want to be subscribed, and briefly explaining why I keep my email list tidy. In one week, I send them another e-mail (if they already clicked on the verification link in the previous email, they’ve already been gotten rid of from the automation using a different automation) – .
The automation then unsubscribes them. My emails also have a link to a form where they can enter their e-mail address to let me know that they don’t have tracking enabled. This type adds a tag that I utilize to filter those contacts out. . I used to add this tag when they clicked on a link, but when people don’t have tracking on, it makes those links not work so reliably! I just send an easy “do you still want my e-mails?” verification.