Active Campaign Server

To begin developing an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can activate an automation, including: When a tag is included When a contact registers for a list When a contact submits a type E-commerce and on-site options (offered 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 available in ActiveCampaign’s automations are: Send an email Inform a team member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (The contact can avoid to the objective’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 eliminate tags Include 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 limited. On ConvertKit, you can set off an automation when: The contact sends a kind The contact purchases A tag is added to the contact A custom field is updated with a certain worth From there, you can develop Conditions, to inspect whether the contact has a certain tag or custom-made field value.

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 included or eliminated The contact makes a purchase A date happens A custom field is upgraded with a particular worth You do not produce e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main method I develop my list is through an e-mail course. ActiveCampaign makes it easy for me to develop my e-mail course exactly how I wish to build it. Lots of marketers build extremely simple e-mail series for their “email courses.” A contact indications up, and after that that contact immediately begins getting lessons.

It was simple to construct with ActiveCampaign, however impossible when I was with MailChimp. I do not do that technique. My email course is manually synced with this countdown timer on my site. You need to register by Friday night, and a new course begins each Monday early morning. When I first attempted 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” e-mail to get the trainees ready for next week’s course, and encourage them to share it with good friends.

The contact will begin 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 e-mail 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 desire to send out the same email to every individual on my list. I desire to send them the suitable email for their level of engagement – . . Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they have not already acquired the product I pitch in the webinar.

Then it sends a series of emails to get them thinking about the webinar, and to encourage them to sign up. If they register, they instantly struck the “Objective” towards the end of the webinar, and the automation ends. If they don’t sign up, they get included 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, participated in, missed, 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 e-mails go to spam or Gmail’s promotions tab. Individuals who do not open my e-mails make it harder for other e-mails to get to individuals who actually 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 inform 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, 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 overwhelming in the beginning, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box option. But, because you can do anything with ActiveCampaign, sometimes you need to construct things from scratch. ActiveCampaign has an alternative to erase non-active subscribers, which I don’t recommend.

Some customers don’t have tracking turned on, so their opens aren’t recorded. Others still desire to be subscribed but have actually been busy. Here’s my reactivation series: I send out one email asking if they still want 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 confirmation link in the previous email, they have actually currently been removed from the automation utilizing a separate automation) – .

The automation then unsubscribes them. My e-mails 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 type includes a tag that I use to filter those contacts out. . I used 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 an easy “do you still want my emails?” verification.