To start building an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can trigger an automation, including: When a tag is added When a contact signs up for a list When a contact submits a kind E-commerce and on-site alternatives (readily available in the “Pro” strategy) When the contact reaches a certain point in another automation.
From there, you can start building the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an email Notify a group member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (The contact can avoid to the objective’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 details Add 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 sends a kind The contact buys A tag is contributed to the contact A custom-made field is updated with a certain value From there, you can produce Conditions, to inspect whether the contact has a specific tag or customized field worth.
You can also create Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is included or removed The contact buys A date happens A custom field is updated with a certain value 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 method I construct my list is through an email course. ActiveCampaign makes it simple for me to build my e-mail course precisely how I want to develop it. Lots of marketers build extremely easy e-mail series for their “e-mail courses.” A contact register, and then that contact right away starts getting lessons.
It was easy to build with ActiveCampaign, however difficult when I was with MailChimp. I do not do that approach. My email course is by hand synced with this countdown timer on my site. You need to register by Friday night, and a new course begins each Monday early morning. When I first attempted this method, I was on MailChimp.
Here’s the automation I use to welcome brand-new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome e-mail ().” 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” email to get the students all set for next week’s course, and encourage them to share it with friends.
The contact will start getting lessons the following Monday 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 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 want to send the same email to every individual on my list. I wish to send them the suitable email for their level of engagement – . . Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not already acquired the item I pitch in the webinar.
Then it sends a series of emails to get them thinking about the webinar, and to motivate them to register. If they sign up, they instantly hit the “Objective” towards the end 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 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, attended, missed out on, or based upon the length of time they remained in the webinar. These tags can then trigger automations within ActiveCampaign.
It costs me cash, and it makes it most likely that my e-mails go to spam or Gmail’s promotions tab. People who do not open my emails make it harder for other emails to get to the people who actually want them! The “Pro” strategy of ActiveCampaign has actually lead scoring constructed 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 e-mails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds new tags for 7 days, thirty days, 60 days, etc Each time they open an email, a different automation eliminates them from this automation, removes all of those tags, and begins this automation over once again.
This automation can be overwhelming at initially, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box option. But, since you can do anything with ActiveCampaign, often you need to build things from scratch. ActiveCampaign has a choice to delete non-active subscribers, which I don’t suggest.
Some customers don’t have actually tracking switched on, so their opens aren’t recorded. Others still wish to be subscribed however have actually been hectic. Here’s my reactivation sequence: I send one e-mail asking if they still desire to be subscribed, and briefly describing why I keep my email list tidy. In one week, I send them another email (if they currently clicked the verification link in the previous e-mail, they have actually currently been gotten rid of from the automation utilizing a different automation) – .
The automation then unsubscribes them. My e-mails also have a link to a type where they can enter their e-mail 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 used to add this tag when they clicked on a link, but when individuals do not have tracking on, it makes those links not work so reliably! I just send out a simple “do you still want my emails?” confirmation.