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To start building an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can trigger an automation, including: When a tag is added When a contact signs up for a list When a contact submits a type 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 begin building the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an e-mail Inform 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 objective’s location in the automation.) Start or end another automation, or end the current automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details 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 restricted. On ConvertKit, you can trigger an automation when: The contact submits a type The contact purchases A tag is included to the contact A custom field is upgraded with a specific worth From there, you can develop Conditions, to inspect whether the contact has a specific tag or customized field value.

You can likewise develop Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is added or removed The contact buys A date takes place A custom field is upgraded with a particular worth You don’t create e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main way I build my list is through an e-mail course. ActiveCampaign makes it simple for me to develop my e-mail course exactly how I want to build it. Many online marketers develop really basic email series for their “email courses.” A contact indications up, and after that that contact immediately starts getting lessons.

It was easy to develop with ActiveCampaign, but impossible when I was with MailChimp. I do not do that approach. My e-mail course is manually synced with this countdown timer on my website. You need to sign up by Friday night, and a new course starts each Monday early morning. When I initially attempted this method, I was on MailChimp.

Here’s the automation I utilize to invite new students to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome email ().” The automation validates 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” e-mail to get the students ready for next week’s course, and motivate them to share it with friends.

The contact will start getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed out on 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 wish to send out the exact same e-mail to every person on my list. I wish to send them the appropriate e-mail for their level of engagement – . . Here’s the automation I use to promote an evergreen webinar: First it validates 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 sign up. If they sign up, they immediately struck the “Goal” towards completion of the webinar, and the automation ends. If they do not sign up, 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, went to, missed, or based upon the length of time they remained in the webinar. These tags can then trigger automations within ActiveCampaign.

It costs me money, and it makes it most likely that my e-mails go to spam or Gmail’s promotions tab. Individuals who don’t open my e-mails make it harder for other e-mails to get to the individuals who truly want them! The “Pro” strategy of ActiveCampaign has lead scoring constructed in.

Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize 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 new tags for 7 days, one month, 60 days, etc Each time they open an e-mail, a different automation eliminates 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 want ActiveCampaign had a more out-of-the-box solution. But, because you can do anything with ActiveCampaign, in some cases you need to build things from scratch. ActiveCampaign has an option to delete inactive customers, which I don’t advise.

Some subscribers don’t have tracking switched on, so their opens aren’t recorded. Others still wish to be subscribed but have been hectic. Here’s my reactivation series: I send out one email 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 already clicked the verification link in the previous email, they’ve currently been gotten rid of from the automation utilizing a different automation) – .

The automation then unsubscribes them. My emails likewise have a link to a kind where they can enter their email address to let me understand that they don’t have tracking allowed. This kind includes a tag that I use to filter those contacts out. . I used to add this tag when they clicked a link, however when people don’t have tracking on, it makes those links not work so reliably! I only send an easy “do you still desire my emails?” verification.