To begin building an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can trigger an automation, consisting of: 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” 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 available in ActiveCampaign’s automations are: Send out an email Alert an employee 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 details Add and get rid of tags Add a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” functions – .
Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can activate an automation when: The contact sends a form The contact purchases A tag is added to the contact A customized field is upgraded with a specific worth From there, you can develop Conditions, to inspect whether the contact has a certain tag or custom-made field value.
You can also develop Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is included or eliminated The contact buys A date happens A customized field is upgraded with a specific value You do not create e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I construct 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 online marketers develop extremely simple email sequences for their “e-mail courses.” A contact register, and then that contact instantly starts getting lessons.
It was easy to develop with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that approach. My e-mail course is manually synced with this countdown timer on my website. You need to register by Friday night, and a new course starts each Monday morning. When I first tried this approach, I was on MailChimp.
Here’s the automation I use to invite new trainees to my Style Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome email ().” The automation validates that it’s not Friday. If it’s not Friday, the automation waits up until it is Friday. At 11am, it sends out a “pump up” email to get the trainees ready for next week’s course, and motivate 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 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 do not want to send out the very same email to every person on my list. I wish to send them the proper email 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 out a series of e-mails to get them thinking about the webinar, and to motivate them to register. If they register, they instantly hit the “Objective” toward the end 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 enables me to personalize 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, participated in, missed out on, or based upon the length of time they remained in the webinar. These tags can then activate automations within ActiveCampaign.
It costs me cash, and it makes it most likely that my emails go to spam or Gmail’s promotions tab. Individuals who do not open my e-mails make it harder for other emails to get to individuals who truly want them! The “Pro” strategy of ActiveCampaign has lead scoring built in.
Here’s an automation I received from ActiveCampaign’s library of automations, which I use 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 adds brand-new tags for 7 days, one month, 60 days, etc Each time they open an e-mail, a different automation removes them from this automation, removes all of those tags, and begins this automation over once again.
This automation can be overwhelming at initially, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box option. But, since you can do anything with ActiveCampaign, sometimes you have to develop things from scratch. ActiveCampaign has an option to delete non-active customers, which I don’t advise.
Some subscribers don’t have tracking turned on, so their opens aren’t tape-recorded. Others still desire to be subscribed but have been hectic. Here’s my reactivation series: I send one email asking if they still desire to be subscribed, and briefly describing why I keep my e-mail list tidy. In one week, I send them another email (if they currently clicked on the confirmation link in the previous email, they’ve currently been removed from the automation utilizing a different automation) – .
The automation then unsubscribes them. My emails also have a link to a type where they can enter their email address to let me understand that they don’t have tracking made it possible for. 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 dependably! I just send a basic “do you still desire my e-mails?” verification.