To begin constructing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can activate an automation, including: When a tag is added When a contact subscribes to a list When a contact submits a kind E-commerce and on-site alternatives (available in the “Pro” strategy) When the contact reaches a certain point in another automation.
From there, you can start constructing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an email Inform an employee Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track objectives (The contact can skip 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 information Include and remove 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 trigger an automation when: The contact sends a kind The contact purchases A tag is included to the contact A custom field is updated with a certain value From there, you can produce Conditions, to examine whether the contact has a particular tag or customized field value.
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 included or removed The contact purchases A date occurs A custom field is upgraded with a specific value You don’t develop e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main method I develop my list is through an email course. ActiveCampaign makes it simple for me to construct my e-mail course precisely how I ‘d like to build it. Lots of online marketers develop extremely basic e-mail sequences for their “e-mail courses.” A contact signs up, and after that that contact immediately begins getting lessons.
It was simple to build with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that approach. My email course is by hand synced with this countdown timer on my site. You need to sign up by Friday night, and a brand-new course starts each Monday early morning. When I initially tried this method, I was on MailChimp.
Here’s the automation I utilize to welcome new students to my Design Pitfalls course. There’s a few 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 a “pump up” email to get the students all set for next week’s course, and encourage 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 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 impossible for me to automate this with MailChimp.
When I run a webinar, I do not want to send out the exact same email to every individual on my list. I want to send them the appropriate email for their level of engagement – . . Here’s the automation I use to promote an evergreen webinar: First it validates that they have not currently bought 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 motivate them to sign up. If they register, 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 personalize my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam integration panel: I can add tags based upon whether the contact signed up, participated in, missed, or based upon how long they remained in the webinar. These tags can then activate automations within ActiveCampaign.
It costs me money, and it makes it more likely that my e-mails go to spam or Gmail’s promotions tab. Individuals who don’t open my emails make it harder for other e-mails to get to individuals who truly desire them! The “Pro” plan of ActiveCampaign has lead scoring built 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 emails. 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 separate automation removes them from this automation, eliminates all of those tags, and begins this automation over again.
This automation can be overwhelming initially, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box option. But, because you can do anything with ActiveCampaign, often you need to build things from scratch. ActiveCampaign has an alternative to delete non-active customers, which I do not recommend.
Some customers do not have tracking switched on, so their opens aren’t tape-recorded. Others still want to be subscribed however have been busy. Here’s my reactivation sequence: I send one e-mail asking if they still desire to be subscribed, and briefly explaining why I keep my email list tidy. In one week, I send them another email (if they already clicked the verification link in the previous e-mail, they’ve currently been gotten rid of from the automation utilizing a separate automation) – .
The automation then unsubscribes them. My e-mails likewise have a link to a kind where they can enter their email 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 utilized to include this tag when they clicked a link, however when people do not have tracking on, it makes those links not work so reliably! I only send out a basic “do you still want my emails?” verification.