To start developing an automation in ActiveCampaign, start with a “trigger.” There are a variety 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 type E-commerce and on-site alternatives (readily available in the “Pro” plan) When the contact reaches a specific 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 Inform a staff member Wait conditions If/then conditionals Split traffic for screening Avoid 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 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 minimal. On ConvertKit, you can set off an automation when: The contact submits a type The contact buys A tag is added to the contact A custom field is updated with a specific worth From there, you can produce Conditions, to inspect whether the contact has a specific tag or custom field worth.
You can likewise develop Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is included or removed The contact purchases A date occurs A custom-made field is upgraded with a particular value You do not produce emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main way I construct my list is through an e-mail course. ActiveCampaign makes it easy for me to construct my email course exactly how I wish to build it. Lots of online marketers develop extremely simple email series for their “email courses.” A contact signs up, and then that contact instantly begins getting lessons.
It was simple to build with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that technique. My e-mail course is manually synced with this countdown timer on my website. You need to register by Friday night, and a new course begins each Monday morning. When I first tried this approach, I was on MailChimp.
Here’s the automation I utilize to welcome new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome e-mail ().” The automation confirms 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” email to get the trainees ready for next week’s course, and motivate them to share it with good friends.
The contact will begin getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed enrollment for next week’s class. They’ll get the pump up email 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 do not wish to send out the very same email to everyone 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 already bought the product I pitch in the webinar.
Then it sends out a series of emails to get them interested in the webinar, and to motivate them to register. If they sign up, they instantly hit the “Goal” towards the end of the webinar, and the automation ends. If they don’t sign up, they get contributed to an automation promoting a rebroadcast of the webinar. .
This allows me to customize 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, attended, missed, or based upon for how long they stayed in the webinar. These tags can then activate automations within ActiveCampaign.
It costs me money, and it makes it most likely that my emails 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 really desire them! The “Pro” strategy of ActiveCampaign has lead scoring integrated in.
Here’s an automation I received from ActiveCampaign’s library of automations, which I use 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 includes new tags for 7 days, thirty days, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, gets rid of all of those tags, and begins this automation over again.
This automation can be overwhelming at first, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box service. However, because you can do anything with ActiveCampaign, often you have to construct things from scratch. ActiveCampaign has an option to delete non-active subscribers, which I don’t advise.
Some customers do not have actually tracking switched on, so their opens aren’t tape-recorded. Others still desire to be subscribed however have actually been busy. Here’s my reactivation series: I send out one email asking if they still desire to be subscribed, and briefly describing why I keep my email list clean. In one week, I send them another e-mail (if they currently clicked the confirmation link in the previous e-mail, they’ve currently been removed from the automation using a different automation) – .
The automation then unsubscribes them. My emails also have a link to a form where they can enter their email address to let me know that they don’t have tracking enabled. This form adds a tag that I use to filter those contacts out. . I used to include this tag when they clicked on a link, however when individuals don’t have tracking on, it makes those links not work so reliably! I only send a basic “do you still desire my e-mails?” confirmation.