To begin constructing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can activate an automation, including: When a tag is included When a contact subscribes to a list When a contact sends a kind E-commerce and on-site options (offered in the “Pro” strategy) When the contact reaches a certain point in another automation.
From there, you can start constructing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an email Alert a group member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (The contact can avoid 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 information Include and get rid of tags Include a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” features – .
Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can set off an automation when: The contact sends a kind The contact purchases A tag is added to the contact A custom field is updated with a particular value From there, you can produce Conditions, to inspect whether the contact has a particular tag or custom-made field value.
You can also create Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is included or gotten rid of The contact purchases A date occurs A custom-made field is updated with a particular value You do not create e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I construct my list is through an email course. ActiveCampaign makes it simple for me to construct my email course precisely how I want to build it. Many marketers build very simple e-mail sequences for their “email courses.” A contact signs up, and after that that contact right away begins getting lessons.
It was simple to construct with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that technique. My email course is by hand synced with this countdown timer on my website. You have to sign up by Friday night, and a new course begins each Monday early morning. When I first tried this approach, I was on MailChimp.
Here’s the automation I utilize to welcome new trainees 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 validates 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 students prepared for next week’s course, and encourage them to share it with friends.
The contact will begin 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 e-mail 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 don’t want to send out the exact same email to everyone on my list. I wish to send them the proper email for their level of engagement – . . Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they have not currently bought the product I pitch in the webinar.
Then it sends a series of emails to get them thinking about the webinar, and to encourage them to sign up. If they register, they instantly hit the “Goal” towards completion of the webinar, and the automation ends. If they don’t register, 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 combination panel: I can add tags based upon whether the contact registered, participated in, missed out on, or based upon the length of time 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 promos tab. Individuals who don’t open my e-mails make it harder for other emails to get to the individuals who actually want them! The “Pro” strategy 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 emails. When a contact subscribes, this automation adds 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 email, a different automation eliminates them from this automation, eliminates all of those tags, and starts this automation over once again.
This automation can be frustrating initially, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box option. But, because you can do anything with ActiveCampaign, in some cases you have to develop things from scratch. ActiveCampaign has an alternative to erase inactive subscribers, which I do not recommend.
Some subscribers don’t have tracking turned on, so their opens aren’t tape-recorded. Others still desire to be subscribed but have actually been busy. Here’s my reactivation series: I send 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 email (if they currently clicked on the confirmation link in the previous e-mail, they have actually currently been gotten rid of from the automation using a separate automation) – .
The automation then unsubscribes them. My e-mails likewise have a link to a kind where they can enter their email address to let me know that they do not have tracking enabled. This type includes a tag that I utilize to filter those contacts out. . I utilized to add this tag when they clicked a link, however when individuals do not have tracking on, it makes those links not work so dependably! I only send an easy “do you still want my emails?” confirmation.