To begin developing an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can set off an automation, consisting of: When a tag is added When a contact subscribes to a list When a contact submits a kind E-commerce and on-site alternatives (offered 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 offered in ActiveCampaign’s automations are: Send out an email Notify a group member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track goals (The contact can skip to the goal’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 eliminate tags Add a note Lead scoring, SMS and site messages, and Facebook Custom-made 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 submits a kind The contact makes a purchase A tag is contributed to the contact A custom field is updated with a particular worth From there, you can produce Conditions, to examine whether the contact has a particular tag or customized field worth.
You can likewise produce Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is added or removed The contact buys A date happens A custom field is updated with a particular worth You do not develop emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main way I develop my list is through an email course. ActiveCampaign makes it easy for me to construct my email course precisely how I ‘d like to build it. Many online marketers construct very basic e-mail sequences for their “e-mail courses.” A contact signs up, and then that contact instantly begins getting lessons.
It was easy to develop with ActiveCampaign, but impossible when I was with MailChimp. I do not do that method. My email 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 early morning. When I initially tried this approach, I was on MailChimp.
Here’s the automation I use to welcome new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends 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” email to get the trainees ready 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 enrollment 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 don’t wish to send out the very same e-mail 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 verifies that they have not currently purchased the item I pitch in the webinar.
Then it sends out a series of emails to get them thinking about the webinar, and to encourage them to register. If they sign up, they right away hit the “Goal” toward the end 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 customize 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 for how long they remained in the webinar. These tags can then set off automations within ActiveCampaign.
It costs me cash, and it makes it more likely that my e-mails go to spam or Gmail’s promotions tab. Individuals who do not open my emails make it harder for other e-mails to get to the people who truly desire 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 utilize 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 adds brand-new tags for 7 days, 1 month, 60 days, etc Each time they open an email, a separate automation eliminates them from this automation, eliminates all of those tags, and begins this automation over once again.
This automation can be frustrating in the beginning, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box solution. However, because you can do anything with ActiveCampaign, in some cases you have to develop things from scratch. ActiveCampaign has a choice to erase non-active customers, which I do not advise.
Some subscribers do not have actually tracking switched on, so their opens aren’t taped. Others still wish to be subscribed but have been hectic. Here’s my reactivation series: I send one e-mail asking if they still wish to be subscribed, and briefly describing why I keep my email list tidy. In one week, I send them another e-mail (if they already clicked on the verification link in the previous e-mail, they’ve currently been eliminated from the automation using a different automation) – .
The automation then unsubscribes them. My emails also have a link to a kind where they can enter their e-mail address to let me know that they do not have tracking made it possible for. This type adds a tag that I use to filter those contacts out. . I utilized to add this tag when they clicked a link, however when people do not have tracking on, it makes those links not work so dependably! I only send a simple “do you still desire my e-mails?” confirmation.