To start developing 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 type E-commerce and on-site options (available in the “Pro” plan) When the contact reaches a particular 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 Alert a team member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track goals (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 information Include 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 limited. On ConvertKit, you can trigger an automation when: The contact submits a type The contact purchases A tag is contributed to the contact A customized field is upgraded with a particular value From there, you can develop Conditions, to examine whether the contact has a specific tag or custom-made field worth.
You can also produce Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is included or gotten rid of The contact buys A date happens A custom-made field is updated 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 comparison. The main method I build my list is through an email course. ActiveCampaign makes it easy for me to build my e-mail course precisely how I ‘d like to construct it. Numerous marketers develop very simple e-mail sequences for their “email courses.” A contact indications up, and then that contact instantly starts getting lessons.
It was easy to develop with ActiveCampaign, but impossible when I was with MailChimp. I do not do that approach. My e-mail course is by hand synced with this countdown timer on my website. You have to register by Friday night, and a new course begins each Monday early morning. When I initially tried this method, I was on MailChimp.
Here’s the automation I use to welcome new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends 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 out a “pump up” email to get the trainees all set for next week’s course, and motivate them to share it with pals.
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 email the following Friday morning, and lessons the Monday after that. It was impossible for me to automate this with MailChimp.
When I run a webinar, I don’t wish to send out the exact same email to every person 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 haven’t already bought the product I pitch in the webinar.
Then it sends a series of e-mails to get them thinking about the webinar, and to encourage them to sign up. If they sign up, they instantly struck the “Goal” towards the end of the webinar, and the automation ends. If they do not register, they get added 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 registered, attended, missed out on, or based upon the length of time they stayed in the webinar. These tags can then set off automations within ActiveCampaign.
It costs me money, and it makes it most likely that my e-mails go to spam or Gmail’s promos tab. Individuals who don’t open my emails make it harder for other emails to get to individuals who actually want them! The “Pro” plan 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 emails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it adds brand-new tags for 7 days, 1 month, 60 days, etc Each time they open an email, a separate automation removes them from this automation, gets rid of all of those tags, and starts this automation over again.
This automation can be frustrating in the beginning, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box option. However, since you can do anything with ActiveCampaign, often you need to construct things from scratch. ActiveCampaign has an alternative to delete inactive subscribers, which I do not advise.
Some customers don’t have tracking switched on, so their opens aren’t tape-recorded. Others still wish to be subscribed but have actually been busy. Here’s my reactivation sequence: I send out one email asking if they still want 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 the confirmation link in the previous email, they’ve already been removed from the automation utilizing a different automation) – .
The automation then unsubscribes them. My emails likewise have a link to a kind where they can enter their email address to let me understand that they don’t have tracking allowed. This form adds a tag that I utilize to filter those contacts out. . I used to add this tag when they clicked a link, but when people do not have tracking on, it makes those links not work so reliably! I only send an easy “do you still desire my emails?” confirmation.