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To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can activate an automation, including: When a tag is added When a contact registers for a list When a contact sends a kind 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 constructing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an email Inform a group member Wait conditions If/then conditionals Split traffic for testing 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 remove tags Add 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 submits a kind The contact purchases A tag is contributed to the contact A customized field is updated with a specific worth From there, you can create Conditions, to inspect whether the contact has a particular 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 gotten rid of The contact makes a purchase A date takes place A customized field is updated with a specific 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 main way I build my list is through an e-mail course. ActiveCampaign makes it simple for me to build my email course precisely how I wish to build it. Many marketers develop very easy email series for their “email courses.” A contact register, and after that that contact immediately begins getting lessons.

It was simple to construct with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that approach. My email course is by hand synced with this countdown timer on my website. You need to register by Friday night, and a brand-new course begins each Monday early morning. When I initially attempted 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 all contacts a “welcome e-mail ().” The automation verifies 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 trainees ready for next week’s course, and encourage them to share it with friends.

The contact will begin getting lessons the following Monday early 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 want to send out the same e-mail to everyone on my list. I want to send them the proper e-mail for their level of engagement – . . Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they have not currently purchased the product I pitch in the webinar.

Then it sends out a series of e-mails to get them thinking about the webinar, and to encourage them to register. If they sign up, they instantly struck the “Goal” towards completion of the webinar, and the automation ends. If they do not register, they get contributed to an automation promoting a rebroadcast of the webinar. .

This allows 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 include tags based upon whether the contact registered, participated in, missed out on, or based upon for how long they remained in the webinar. These tags can then set off automations within ActiveCampaign.

It costs me money, and it makes it more likely that my emails go to spam or Gmail’s promotions tab. Individuals who do not open my emails make it harder for other e-mails to get to individuals who actually desire them! The “Pro” plan of ActiveCampaign has lead scoring built in.

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I utilize to inform 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, 30 days, 60 days, etc Each time they open an email, a different automation eliminates them from this automation, removes all of those tags, and starts this automation over once again.

This automation can be frustrating initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box service. But, since you can do anything with ActiveCampaign, often you have to build things from scratch. ActiveCampaign has an alternative to erase non-active customers, which I do not recommend.

Some subscribers do not have tracking switched on, so their opens aren’t recorded. Others still want to be subscribed but have been hectic. Here’s my reactivation sequence: I send one email asking if they still wish to be subscribed, and briefly discussing why I keep my e-mail list clean. In one week, I send them another e-mail (if they currently clicked on the verification link in the previous e-mail, they have actually already been eliminated from the automation using a separate automation) – .

The automation then unsubscribes them. My e-mails also have a link to a type where they can enter their email address to let me know that they don’t have tracking enabled. This kind includes a tag that I utilize to filter those contacts out. . I used to include this tag when they clicked a link, but when people don’t have tracking on, it makes those links not work so reliably! I only send a basic “do you still want my e-mails?” confirmation.