Active Campaign How To Pull Report Of Activities Tasks

To begin building an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can set off an automation, including: When a tag is included When a contact signs up for a list When a contact submits a type E-commerce and on-site options (readily available in the “Pro” plan) When the contact reaches a particular point in another automation.

From there, you can start constructing 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 Avoid to other parts of the automation Track objectives (The contact can skip to the objective’s location 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 get rid of tags Add a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” functions – .

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 makes a purchase A tag is included to the contact A customized field is updated with a specific value From there, you can produce Conditions, to check whether the contact has a specific tag or custom-made field worth.

You can likewise create Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is added or eliminated The contact makes a purchase A date occurs A custom-made field is upgraded with a particular worth You don’t produce emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main method I construct my list is through an email course. ActiveCampaign makes it simple for me to develop my e-mail course precisely how I ‘d like to construct it. Lots of online marketers develop extremely basic e-mail sequences for their “e-mail courses.” A contact signs up, and after that that contact instantly begins getting lessons.

It was easy to build with ActiveCampaign, however difficult when I was with MailChimp. I do not do that approach. My e-mail course is by hand synced with this countdown timer on my website. You need to sign up by Friday night, and a new course begins each Monday morning. When I initially tried this method, I was on MailChimp.

Here’s the automation I utilize to welcome new students to my Style Pitfalls course. There’s a couple of 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 until it is Friday. At 11am, it sends a “pump up” e-mail to get the students all set for next week’s course, and encourage them to share it with friends.

The contact will begin getting lessons the following Monday early 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 difficult for me to automate this with MailChimp.

When I run a webinar, I do not want to send out the very same e-mail to every person on my list. I wish to send them the suitable email for their level of engagement – . . Here’s the automation I utilize to promote an evergreen webinar: First it validates that they haven’t already purchased the item I pitch in the webinar.

Then it sends a series of emails to get them interested in the webinar, and to encourage them to sign up. If they sign up, they immediately hit the “Goal” towards completion of the webinar, and the automation ends. If they do not register, they get contributed 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 registered, participated in, missed out on, or based upon how long they stayed in the webinar. These tags can then activate automations within ActiveCampaign.

It costs me cash, and it makes it more likely that my emails go to spam or Gmail’s promos tab. People who do not open my e-mails make it harder for other e-mails to get to the individuals who really want them! The “Pro” plan of ActiveCampaign has actually lead scoring integrated in.

Here’s an automation I got from ActiveCampaign’s library of automations, which I use to tell which contacts aren’t engaging with my emails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it includes new tags for 7 days, one month, 60 days, etc Each time they open an email, a separate automation removes them from this automation, gets rid of all of those tags, and begins this automation over once again.

This automation can be overwhelming in the beginning, and this is among those cases where I want ActiveCampaign had a more out-of-the-box option. But, since you can do anything with ActiveCampaign, sometimes you have to build things from scratch. ActiveCampaign has a choice to erase inactive customers, which I do not advise.

Some subscribers do not have actually tracking switched on, so their opens aren’t taped. Others still desire to be subscribed but have been busy. Here’s my reactivation sequence: I send out one e-mail asking if they still want to be subscribed, and briefly explaining why I keep my e-mail list tidy. In one week, I send them another email (if they already clicked the verification link in the previous email, they have actually currently been removed from the automation using a different automation) – .

The automation then unsubscribes them. My e-mails also have a link to a form where they can enter their e-mail address to let me know that they do not have tracking made it possible for. This type 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 desire my e-mails?” verification.