To start constructing an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can activate an automation, consisting of: When a tag is included When a contact subscribes to a list When a contact submits a form 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 begin building the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an e-mail 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 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 information Include and eliminate tags Add a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” features – .
Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact submits a kind The contact makes a purchase A tag is added to the contact A custom-made field is upgraded with a particular value From there, you can create Conditions, to examine whether the contact has a particular tag or custom field value.
You can also create Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is added or removed The contact buys A date takes place A custom-made field is updated with a specific worth You do not produce e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary method I construct my list is through an email course. ActiveCampaign makes it easy for me to develop my email course precisely how I want to build it. Many online marketers develop really simple e-mail sequences for their “e-mail courses.” A contact signs up, and then that contact immediately begins getting lessons.
It was simple to construct with ActiveCampaign, but impossible when I was with MailChimp. I do not do that approach. My email course is manually synced with this countdown timer on my site. You need to register by Friday night, and a new course starts each Monday morning. When I initially attempted this methodology, I was on MailChimp.
Here’s the automation I utilize to welcome brand-new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email ().” 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 out a “pump up” email to get the trainees ready for next week’s course, and motivate them to share it with buddies.
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 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 want to send the exact same email to everyone on my list. I want to send them the proper email for their level of engagement – . . Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not already 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 encourage them to register. If they sign up, they instantly hit the “Goal” toward completion of the webinar, and the automation ends. If they don’t sign up, they get included 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 combination panel: I can include tags based upon whether the contact signed up, went to, missed, or based upon the length of time they remained in the webinar. These tags can then activate automations within ActiveCampaign.
It costs me money, 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 truly want them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.
Here’s an automation I received 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 includes new tags for 7 days, thirty days, 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 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 solution. However, due to the fact that you can do anything with ActiveCampaign, often you need to construct things from scratch. ActiveCampaign has a choice to delete inactive subscribers, which I do not suggest.
Some customers do not have actually tracking turned on, so their opens aren’t recorded. Others still desire to be subscribed however have been hectic. Here’s my reactivation sequence: I send out one e-mail asking if they still wish to be subscribed, and briefly describing why I keep my email list clean. In one week, I send them another email (if they already clicked on the confirmation link in the previous e-mail, they’ve currently been eliminated from the automation using a separate automation) – .
The automation then unsubscribes them. My emails also have a link to a type where they can enter their email address to let me know that they do not have tracking made it possible for. This type includes a tag that I utilize to filter those contacts out. . I used to add this tag when they clicked on a link, however when people don’t have tracking on, it makes those links not work so reliably! I just send an easy “do you still desire my emails?” confirmation.