To begin developing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can activate an automation, consisting of: When a tag is included When a contact registers for a list When a contact sends a kind E-commerce and on-site choices (readily available in the “Pro” strategy) When the contact reaches a particular 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 an e-mail Inform an employee Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (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 information Add and eliminate tags Include a note Lead scoring, SMS and website messages, and Facebook Custom 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 custom field is upgraded with a particular value From there, you can produce Conditions, to examine whether the contact has a particular tag or custom field value.
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 included or removed The contact makes a purchase A date takes place A custom field is upgraded with a certain value You don’t develop e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main way I construct my list is through an email course. ActiveCampaign makes it easy for me to build my email course precisely how I ‘d like to construct it. Lots of marketers build really basic e-mail sequences for their “email courses.” A contact register, and then that contact right away begins getting lessons.
It was simple to develop with ActiveCampaign, however impossible when I was with MailChimp. I do not do that technique. My e-mail course is by hand synced with this countdown timer on my site. You need to register by Friday night, and a brand-new course starts each Monday morning. When I first attempted this approach, I was on MailChimp.
Here’s the automation I utilize to invite new students to my Style Pitfalls course. There’s a few 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 out a “pump up” e-mail to get the trainees ready for next week’s course, and encourage them to share it with pals.
The contact will begin getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed out on enrollment for next week’s class. They’ll get the pump up email 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 don’t wish to send the exact same email to every individual on my list. I want to send them the suitable e-mail for their level of engagement – . . Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they haven’t already purchased the product I pitch in the webinar.
Then it sends a series of e-mails to get them interested in the webinar, and to encourage them to sign up. If they register, they instantly hit the “Objective” towards completion of the webinar, and the automation ends. If they don’t sign up, 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 add tags based upon whether the contact registered, attended, missed out on, or based upon how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.
It costs me money, and it makes it more most likely that my emails go to spam or Gmail’s promos tab. Individuals who do not open my e-mails make it harder for other emails to get to the people who really want 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 tell which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it adds brand-new tags for 7 days, one month, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, eliminates all of those tags, and starts this automation over again.
This automation can be overwhelming in the beginning, 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 build things from scratch. ActiveCampaign has an alternative to delete non-active subscribers, which I don’t suggest.
Some customers do not have actually tracking turned on, so their opens aren’t taped. Others still want to be subscribed however have been hectic. Here’s my reactivation series: I send out one email asking if they still wish to be subscribed, and briefly explaining why I keep my e-mail list clean. In one week, I send them another e-mail (if they currently clicked on the verification link in the previous email, they’ve already been gotten rid of from the automation using a separate automation) – .
The automation then unsubscribes them. My emails likewise have a link to a type where they can enter their e-mail 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 include this tag when they clicked on a link, however when people do not have tracking on, it makes those links not work so dependably! I just send out a simple “do you still desire my e-mails?” confirmation.