To begin constructing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can trigger an automation, including: When a tag is included When a contact registers for a list When a contact sends a form E-commerce and on-site options (offered in the “Pro” plan) When the contact reaches a certain point in another automation.
From there, you can begin building the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an email Alert an employee Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track goals (The contact can skip to the goal’s place 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 Include and remove tags Add a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” functions – .
Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can trigger an automation when: The contact submits a form The contact makes a purchase A tag is contributed to the contact A custom-made field is upgraded with a specific worth From there, you can create Conditions, to examine whether the contact has a specific tag or custom field value.
You can also create Occasions, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is added or removed The contact purchases A date takes place A customized field is upgraded with a specific value You don’t create emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary way I develop my list is through an e-mail course. ActiveCampaign makes it simple for me to develop my email course precisely how I wish to build it. Many marketers construct really simple email series for their “e-mail courses.” A contact signs up, and after that that contact immediately starts getting lessons.
It was easy to construct with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that method. My email course is manually synced with this countdown timer on my site. You need to sign up by Friday night, and a brand-new course starts each Monday morning. When I initially attempted this methodology, I was on MailChimp.
Here’s the automation I use 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 validates 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 students ready for next week’s course, and encourage them to share it with good friends.
The contact will start 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 e-mail 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 exact same email to every individual on my list. I desire to send them the suitable email for their level of engagement – . . Here’s the automation I use to promote an evergreen webinar: First it validates that they haven’t already acquired 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 struck the “Objective” toward completion of the webinar, and the automation ends. If they don’t register, they get added to an automation promoting a rebroadcast of the webinar. .
This allows 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, went to, 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 money, and it makes it more most likely that my e-mails go to spam or Gmail’s promotions tab. People who don’t open my emails make it harder for other e-mails to get to the individuals who really desire them! The “Pro” strategy 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 emails. 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 separate automation eliminates them from this automation, gets rid of all of those tags, and starts this automation over 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 service. But, due to the fact that you can do anything with ActiveCampaign, sometimes you need to build things from scratch. ActiveCampaign has an alternative to erase non-active customers, which I do not recommend.
Some subscribers do not have actually tracking switched on, so their opens aren’t taped. Others still wish to be subscribed but have actually been busy. Here’s my reactivation series: I send one email asking if they still want to be subscribed, and briefly explaining why I keep my email list tidy. In one week, I send them another e-mail (if they currently clicked the confirmation link in the previous e-mail, they’ve already been eliminated from the automation utilizing a separate automation) – .
The automation then unsubscribes them. My emails also have a link to a type where they can enter their email address to let me understand that they do not have tracking allowed. This form adds a tag that I use to filter those contacts out. . I utilized to include 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 only send out a simple “do you still want my emails?” verification.