To start developing an automation in ActiveCampaign, start 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 signs up for a list When a contact submits a type E-commerce and on-site alternatives (readily available in the “Pro” plan) When the contact reaches a specific point in another automation.
From there, you can begin constructing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an e-mail Inform a group member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track goals (The contact can avoid to the goal’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 Add and get rid of tags Include 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 limited. On ConvertKit, you can trigger an automation when: The contact sends a kind The contact buys A tag is contributed to the contact A custom-made field is updated with a certain value From there, you can create Conditions, to check whether the contact has a certain tag or custom field value.
You can also create Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is included or removed The contact purchases A date happens A customized field is updated with a specific worth You do not produce emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main method I build my list is through an e-mail course. ActiveCampaign makes it easy for me to develop my email course exactly how I want to develop it. Lots of online marketers develop extremely simple email sequences for their “e-mail courses.” A contact register, and then that contact right away begins getting lessons.
It was easy to build with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that method. My e-mail course is by hand synced with this countdown timer on my website. You need to register by Friday night, and a new course starts each Monday morning. When I first attempted this approach, I was on MailChimp.
Here’s the automation I utilize to welcome new students to my Design Pitfalls course. There’s a couple of 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 till it is Friday. At 11am, it sends out a “pump up” email to get the students prepared for next week’s course, and motivate them to share it with good friends.
The contact will start getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed 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 wish to send the same e-mail to everyone on my list. I wish to send them the appropriate 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 item I pitch in the webinar.
Then it sends a series of emails to get them interested in the webinar, and to motivate them to register. If they sign up, they right away struck the “Goal” towards completion of the webinar, and the automation ends. If they do not register, they get added 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, participated in, missed out on, or based upon how long 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 individuals who truly desire them! The “Pro” plan of ActiveCampaign has lead scoring integrated in.
Here’s an automation I obtained from ActiveCampaign’s library of automations, which I utilize 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 e-mail, a separate automation removes them from this automation, gets rid of all of those tags, and starts this automation over again.
This automation can be frustrating at initially, and this is among those cases where I want ActiveCampaign had a more out-of-the-box service. But, because you can do anything with ActiveCampaign, sometimes you have to build things from scratch. ActiveCampaign has an option to erase non-active customers, which I do not advise.
Some customers don’t have tracking switched on, so their opens aren’t recorded. Others still want to be subscribed but have been busy. Here’s my reactivation series: I send out one e-mail asking if they still desire to be subscribed, and briefly explaining why I keep my e-mail list clean. In one week, I send them another email (if they currently clicked the confirmation link in the previous e-mail, they have actually currently been removed from the automation using a separate automation) – .
The automation then unsubscribes them. My e-mails also have a link to a form where they can enter their email address to let me understand that they don’t have tracking enabled. This type adds a tag that I use to filter those contacts out. . I utilized 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 dependably! I just send an easy “do you still desire my e-mails?” confirmation.