To begin developing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can trigger an automation, including: When a tag is added When a contact signs up for a list When a contact submits a kind 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 begin developing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an email Notify a staff member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track goals (The contact can avoid to the objective’s location in the automation.) Start or end another automation, or end the existing automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Add and remove tags Add a note Lead scoring, SMS and website messages, and Facebook Custom 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 submits a kind The contact makes a purchase A tag is contributed to the contact A custom field is upgraded with a particular value From there, you can create Conditions, to examine whether the contact has a certain tag or custom field value.
You can likewise produce Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is included or gotten rid of The contact buys A date happens A custom-made field is updated with a certain value You don’t develop emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main way I build my list is through an e-mail course. ActiveCampaign makes it easy for me to construct my e-mail course precisely how I ‘d like to develop it. Lots of marketers construct very simple email series for their “e-mail courses.” A contact register, and after that that contact immediately begins getting lessons.
It was easy to construct with ActiveCampaign, but difficult when I was with MailChimp. I do not do that approach. My e-mail course is manually synced with this countdown timer on my site. You need to sign up by Friday night, and a new course starts each Monday early morning. When I initially attempted this approach, I was on MailChimp.
Here’s the automation I use to invite new trainees to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email ().” The automation confirms 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 students all set for next week’s course, and motivate them to share it with buddies.
The contact will start getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed 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 difficult for me to automate this with MailChimp.
When I run a webinar, I do not wish to send out the same email to every individual on my list. I desire 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 validates that they haven’t already bought the item I pitch in the webinar.
Then it sends out a series of e-mails to get them thinking about the webinar, and to encourage them to register. If they register, they right away struck the “Objective” toward completion 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 personalize my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam combination panel: I can include tags based upon whether the contact registered, went to, missed, or based upon how long they stayed in the webinar. These tags can then activate automations within ActiveCampaign.
It costs me money, and it makes it most likely that my emails go to spam or Gmail’s promos tab. People who do not open my e-mails make it harder for other e-mails to get to the individuals who truly want them! The “Pro” strategy of ActiveCampaign has lead scoring built in.
Here’s an automation I got 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 adds a “0 days” tag. As time passes, it includes brand-new tags for 7 days, thirty days, 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 begins this automation over once again.
This automation can be overwhelming at first, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box solution. However, due to the fact that you can do anything with ActiveCampaign, sometimes you have to construct things from scratch. ActiveCampaign has an option to delete non-active subscribers, which I do not recommend.
Some customers do not have tracking turned on, so their opens aren’t taped. Others still desire to be subscribed however have actually been hectic. Here’s my reactivation series: I send one email asking if they still wish to be subscribed, and briefly explaining why I keep my e-mail list tidy. In one week, I send them another email (if they already clicked on the verification link in the previous e-mail, they’ve currently been removed from the automation using a separate automation) – .
The automation then unsubscribes them. My e-mails likewise have a link to a type where they can enter their email address to let me know that they do not have tracking allowed. This kind includes a tag that I use to filter those contacts out. . I utilized to include this tag when they clicked a link, but when people don’t have tracking on, it makes those links not work so dependably! I just send out a basic “do you still want my e-mails?” confirmation.