To begin developing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can activate an automation, including: When a tag is included When a contact signs up for a list When a contact sends a kind E-commerce and on-site options (available in the “Pro” plan) When the contact reaches a specific point in another automation.
From there, you can begin developing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an email Notify an employee 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 present 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 Custom-made Audience management are all “Pro” functions – .
Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can activate an automation when: The contact sends a form The contact makes a purchase A tag is contributed to the contact A custom field is updated with a particular value From there, you can develop Conditions, to inspect whether the contact has a certain tag or custom field worth.
You can also produce 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 occurs A custom field is upgraded with a specific worth You do not create emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I develop my list is through an email course. ActiveCampaign makes it simple for me to construct my email course precisely how I ‘d like to develop it. Many marketers build really basic e-mail series for their “e-mail courses.” A contact signs up, and then that contact immediately begins getting lessons.
It was easy to construct with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that approach. My e-mail course is by hand 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 first attempted this approach, I was on MailChimp.
Here’s the automation I use to welcome brand-new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email ().” 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 all set for next week’s course, and motivate them to share it with buddies.
The contact will start getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed registration for next week’s class. They’ll get the pump up email 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 wish to send the exact same email to every individual on my list. I want to send them the proper e-mail for their level of engagement – . . Here’s the automation I use to promote an evergreen webinar: First it validates that they have not already acquired the item I pitch in the webinar.
Then it sends out a series of e-mails to get them thinking about the webinar, and to motivate them to register. If they register, they immediately 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 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 signed up, 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 more most likely that my emails go to spam or Gmail’s promotions tab. People who don’t open my e-mails make it harder for other emails to get to the individuals who really want them! The “Pro” plan of ActiveCampaign has lead scoring integrated in.
Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize to inform which contacts aren’t engaging with my emails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it includes new tags for 7 days, 30 days, 60 days, etc Each time they open an email, a separate automation removes them from this automation, eliminates all of those tags, and begins 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. However, because you can do anything with ActiveCampaign, in some cases you have to construct things from scratch. ActiveCampaign has a choice to erase non-active customers, which I don’t advise.
Some subscribers do not have tracking turned on, so their opens aren’t taped. Others still wish to be subscribed but have been hectic. Here’s my reactivation series: I send out one email asking if they still want to be subscribed, and briefly discussing why I keep my email list tidy. In one week, I send them another email (if they currently clicked on the verification link in the previous e-mail, they have actually currently been eliminated from the automation using a different automation) – .
The automation then unsubscribes them. My e-mails also have a link to a form where they can enter their e-mail address to let me know that they don’t have tracking allowed. This form includes a tag that I use to filter those contacts out. . I used to include this tag when they clicked a link, however when individuals don’t have tracking on, it makes those links not work so dependably! I only send a basic “do you still desire my e-mails?” confirmation.