Active Campaign Segment Contacts

To start constructing an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can set off an automation, consisting of: When a tag is added When a contact registers for a list When a contact submits a type E-commerce and on-site options (readily available in the “Pro” strategy) When the contact reaches a specific point in another automation.

From there, you can begin building the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an email Alert a group member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track goals (The contact can skip to the goal’s location in the automation.) Start or end another automation, or end the current 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” features – .

Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can set off an automation when: The contact sends a type The contact makes a purchase A tag is contributed to the contact A custom field is updated with a particular worth From there, you can produce Conditions, to check whether the contact has a specific tag or custom field worth.

You can likewise produce Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is added or removed The contact purchases A date happens A custom-made field is upgraded with a certain worth You don’t create e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary way I develop my list is through an email course. ActiveCampaign makes it easy for me to develop my e-mail course exactly how I ‘d like to construct it. Lots of online marketers develop really basic email series for their “email courses.” A contact register, and after that that contact immediately starts getting lessons.

It was simple to construct 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 website. You have to register by Friday night, and a new course begins each Monday early morning. When I initially tried this approach, I was on MailChimp.

Here’s the automation I use to invite brand-new students to my Design Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome e-mail ().” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits up until it is Friday. At 11am, it sends a “pump up” email to get the trainees all set for next week’s course, and encourage them to share it with friends.

The contact will start getting lessons the following Monday 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 impossible for me to automate this with MailChimp.

When I run a webinar, I don’t desire to send out the same e-mail to every person on my list. I wish to send them the appropriate email for their level of engagement – . . Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they have not currently acquired the product I pitch in the webinar.

Then it sends out a series of e-mails to get them interested in the webinar, and to encourage them to sign up. If they sign up, they immediately hit the “Objective” toward the end of the webinar, and the automation ends. If they don’t sign up, 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 integration panel: I can include tags based upon whether the contact signed up, attended, missed, 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 e-mails go to spam or Gmail’s promos tab. People who don’t open my e-mails make it harder for other emails to get to the people who actually want them! The “Pro” plan of ActiveCampaign has lead scoring constructed 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 e-mails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds brand-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 begins this automation over once again.

This automation can be frustrating initially, and this is among those cases where I want ActiveCampaign had a more out-of-the-box solution. However, since you can do anything with ActiveCampaign, often you have to construct things from scratch. ActiveCampaign has an alternative to delete inactive customers, which I don’t recommend.

Some customers do not have actually tracking switched on, so their opens aren’t recorded. Others still wish to be subscribed however have been hectic. Here’s my reactivation series: I send one e-mail asking if they still desire to be subscribed, and briefly explaining why I keep my e-mail list clean. In one week, I send them another e-mail (if they already clicked the confirmation link in the previous e-mail, they’ve already been removed from the automation utilizing a different automation) – .

The automation then unsubscribes them. My emails also have a link to a form where they can enter their e-mail address to let me know that they don’t have tracking enabled. This kind adds a tag that I utilize to filter those contacts out. . I utilized to add this tag when they clicked a link, however when individuals don’t have tracking on, it makes those links not work so reliably! I just send a basic “do you still desire my e-mails?” confirmation.