Active Campaign Integrate With Outreach

To begin constructing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can trigger an automation, including: When a tag is added When a contact registers for a list When a contact sends a type E-commerce and on-site alternatives (readily available in the “Pro” strategy) When the contact reaches a specific point in another automation.

From there, you can start building the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an email Notify a group member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track objectives (The contact can skip 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 Include and remove tags Include 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 restricted. On ConvertKit, you can trigger an automation when: The contact submits a type The contact makes a purchase A tag is included to the contact A custom-made field is upgraded with a certain value From there, you can produce Conditions, to check 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 removed The contact buys A date occurs A customized field is updated with a specific worth You don’t develop 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 e-mail course. ActiveCampaign makes it simple for me to develop my e-mail course precisely how I wish to build it. Numerous marketers construct extremely simple email series for their “email courses.” A contact register, and after that that contact right away starts getting lessons.

It was easy to develop with ActiveCampaign, but impossible when I was with MailChimp. I do not do that method. My e-mail course is by hand synced with this countdown timer on my site. You have to sign up by Friday night, and a new course begins each Monday early morning. When I initially attempted this method, I was on MailChimp.

Here’s the automation I use to invite new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email ().” 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 trainees all set for next week’s course, and motivate them to share it with good 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 email the following Friday early 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 wish to send the exact same email to every person on my list. I want to send them the proper e-mail for their level of engagement – . . Here’s the automation I utilize to promote an evergreen webinar: First it validates that they haven’t already 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 motivate them to sign up. If they sign up, they immediately hit the “Goal” toward completion of the webinar, and the automation ends. If they do not sign up, they get contributed to an automation promoting a rebroadcast of the webinar. .

This enables me to tailor my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam integration 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 most 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 individuals who actually desire them! The “Pro” plan of ActiveCampaign has lead scoring integrated in.

Here’s an automation I got 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 brand-new tags for 7 days, 30 days, 60 days, etc Each time they open an e-mail, 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 frustrating at first, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box solution. However, since 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 advise.

Some subscribers do not have actually tracking turned on, so their opens aren’t recorded. Others still wish to be subscribed however have actually been busy. Here’s my reactivation series: I send out one e-mail asking if they still wish to be subscribed, and briefly explaining why I keep my e-mail list tidy. In one week, I send them another email (if they currently clicked the verification link in the previous e-mail, they’ve already been removed from the automation utilizing a separate 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 understand that they do not have tracking enabled. This type adds a tag that I utilize to filter those contacts out. . I utilized to add this tag when they clicked on a link, but when individuals don’t have tracking on, it makes those links not work so dependably! I just send a basic “do you still want my emails?” verification.