To begin building an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can trigger an automation, including: When a tag is added When a contact signs up for a list When a contact sends a form E-commerce and on-site choices (readily available in the “Pro” plan) When the contact reaches a specific point in another automation.
From there, you can start building the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an email Inform a team member Wait conditions If/then conditionals Split traffic for screening Skip 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 present automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Add and get rid of tags Add 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 restricted. On ConvertKit, you can trigger an automation when: The contact sends a type The contact buys A tag is contributed to the contact A custom-made field is upgraded with a specific worth From there, you can produce Conditions, to check whether the contact has a certain tag or customized field worth.
You can likewise develop Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion when: A tag is included or gotten rid of The contact buys A date takes place A customized field is upgraded with a particular value 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 build my list is through an email course. ActiveCampaign makes it easy for me to develop my email course precisely how I ‘d like to develop it. Lots of online marketers construct really easy email sequences for their “email courses.” A contact indications up, and then that contact right away starts getting lessons.
It was simple to build with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that method. My email course is by hand synced with this countdown timer on my site. You have to sign up by Friday night, and a brand-new course starts each Monday morning. When I first tried this method, 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 email ().” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends a “pump up” e-mail to get the students prepared for next week’s course, and motivate them to share it with friends.
The contact will start getting lessons the following Monday early 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 early 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 very same e-mail to every individual on my list. I wish 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 verifies that they haven’t already acquired the product I pitch in the webinar.
Then it sends out a series of emails to get them thinking about the webinar, and to encourage them to register. If they sign up, they immediately hit the “Goal” toward completion of the webinar, and the automation ends. If they do not sign up, they get included 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 combination panel: I can add tags based upon whether the contact signed up, attended, missed, or based upon the length of time they stayed in the webinar. These tags can then activate automations within ActiveCampaign.
It costs me cash, and it makes it more most likely that my e-mails go to spam or Gmail’s promotions tab. People who do not open my e-mails make it harder for other e-mails to get to individuals who truly want them! The “Pro” strategy of ActiveCampaign has lead scoring integrated in.
Here’s an automation I got 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 adds a “0 days” tag. As time passes, it adds new tags for 7 days, one month, 60 days, etc Each time they open an email, a separate automation eliminates them from this automation, eliminates all of those tags, and starts this automation over once 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 solution. However, since you can do anything with ActiveCampaign, sometimes you need to develop things from scratch. ActiveCampaign has an option to delete inactive customers, which I don’t suggest.
Some customers don’t have actually tracking turned on, so their opens aren’t tape-recorded. Others still desire to be subscribed however have actually been busy. Here’s my reactivation sequence: I send one e-mail asking if they still want 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 verification link in the previous email, they have actually already been removed from the automation using a different 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 understand that they do not have tracking allowed. This type includes a tag that I use to filter those contacts out. . I utilized to add this tag when they clicked a link, however when individuals do not have tracking on, it makes those links not work so reliably! I only send out an easy “do you still desire my e-mails?” confirmation.