Active Campaign Pipeline Basics

To begin developing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can set off an automation, consisting of: When a tag is added When a contact registers for a list When a contact sends a form E-commerce and on-site options (available in the “Pro” strategy) When the contact reaches a certain point in another automation.

From there, you can begin developing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an e-mail Notify a staff member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track objectives (The contact can skip to the goal’s place 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 Add and remove tags Include a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” functions – .

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can set off an automation when: The contact submits a kind The contact makes a purchase A tag is added to the contact A customized field is updated with a certain worth From there, you can produce Conditions, to check whether the contact has a specific tag or custom-made field value.

You can likewise create Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is added or gotten rid of The contact makes a purchase A date takes place A customized field is updated with a certain value You do not produce e-mails in ConvertKit’s Automations.

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

It was easy to build with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that method. My e-mail course is by hand synced with this countdown timer on my site. You have to register by Friday night, and a new course starts each Monday early morning. When I initially tried this method, I was on MailChimp.

Here’s the automation I utilize to invite new trainees to my Design Pitfalls course. There’s a couple of 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 till it is Friday. At 11am, it sends a “pump up” email to get the students prepared for next week’s course, and motivate them to share it with pals.

The contact will begin getting lessons the following Monday 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 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 desire to send out the exact same email to everyone on my list. I wish to send them the appropriate 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 acquired the product I pitch in the webinar.

Then it sends a series of e-mails to get them interested in the webinar, and to motivate them to sign up. If they register, they immediately struck the “Objective” toward completion of the webinar, and the automation ends. If they don’t sign up, they get included 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 integration panel: I can include tags based upon whether the contact registered, attended, 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. People who do not open my emails make it harder for other e-mails to get to the people 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 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, 1 month, 60 days, etc Each time they open an email, a different automation eliminates them from this automation, gets rid of all of those tags, and begins this automation over again.

This automation can be frustrating in the beginning, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box solution. However, since you can do anything with ActiveCampaign, sometimes you have to construct things from scratch. ActiveCampaign has a choice to erase inactive customers, which I do not recommend.

Some subscribers don’t have actually tracking turned on, so their opens aren’t tape-recorded. Others still wish to be subscribed but have actually been busy. Here’s my reactivation series: I send one email asking if they still desire to be subscribed, and briefly explaining why I keep my email list clean. In one week, I send them another e-mail (if they currently clicked the verification link in the previous email, they have actually already been removed from the automation utilizing a different automation) – .

The automation then unsubscribes them. My e-mails also have a link to a kind where they can enter their email address to let me know that they don’t have tracking made it possible for. This form adds a tag that I use to filter those contacts out. . I utilized to include this tag when they clicked a link, however when individuals don’t have tracking on, it makes those links not work so reliably! I just send an easy “do you still desire my e-mails?” verification.