To start building an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can trigger an automation, including: When a tag is added When a contact registers for a list When a contact submits a type 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 offered in ActiveCampaign’s automations are: Send out an email Alert a team member Wait conditions If/then conditionals Split traffic for screening Skip 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 existing automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Add and eliminate tags Add a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” features – .
Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can activate an automation when: The contact sends a form The contact makes a purchase A tag is contributed to the contact A custom field is updated with a specific worth From there, you can develop Conditions, to inspect whether the contact has a specific tag or custom-made field value.
You can also produce Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is added or gotten rid of The contact buys A date happens A customized field is updated with a specific worth You do not create emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The main method I build my list is through an email course. ActiveCampaign makes it simple for me to construct my e-mail course exactly how I want to develop it. Many online marketers build extremely basic email series for their “email courses.” A contact signs up, and then that contact immediately starts getting lessons.
It was simple to build with ActiveCampaign, however impossible when I was with MailChimp. I do not do that method. My email course is by hand synced with this countdown timer on my website. You have to sign up by Friday night, and a new course begins each Monday morning. When I first tried this methodology, I was on MailChimp.
Here’s the automation I utilize to welcome brand-new students to my Style Pitfalls course. There’s a few 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 until it is Friday. At 11am, it sends a “pump up” email to get the trainees all set for next week’s course, and motivate 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 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 difficult for me to automate this with MailChimp.
When I run a webinar, I do not wish to send the exact same email to everyone on my list. I want to send them the suitable email for their level of engagement – . . Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they haven’t currently purchased the item I pitch in the webinar.
Then it sends a series of emails to get them interested in the webinar, and to encourage them to sign up. If they sign up, they immediately hit the “Objective” toward completion of the webinar, and the automation ends. If they do not sign up, 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 integration panel: I can include tags based upon whether the contact registered, went to, missed, or based upon how long they remained in the webinar. These tags can then set off automations within ActiveCampaign.
It costs me cash, and it makes it most likely that my e-mails go to spam or Gmail’s promos tab. People who don’t open my emails make it harder for other emails to get to individuals who actually want them! The “Pro” strategy of ActiveCampaign has actually lead scoring built in.
Here’s an automation I received from ActiveCampaign’s library of automations, which I utilize to inform which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation adds 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 separate automation eliminates them from this automation, eliminates all of those tags, and starts this automation over once again.
This automation can be frustrating at initially, and this is among those cases where I want ActiveCampaign had a more out-of-the-box option. However, since you can do anything with ActiveCampaign, often you need to develop things from scratch. ActiveCampaign has a choice to erase non-active customers, which I do not recommend.
Some subscribers do not have tracking switched on, so their opens aren’t tape-recorded. Others still want to be subscribed but have actually been busy. Here’s my reactivation sequence: I send out one e-mail asking if they still want to be subscribed, and briefly describing why I keep my email list clean. In one week, I send them another e-mail (if they already clicked the confirmation link in the previous email, they have actually currently been eliminated from the automation using a separate automation) – .
The automation then unsubscribes them. My e-mails also have a link to a kind where they can enter their email address to let me understand that they do not have tracking made it possible for. This kind includes a tag that I use to filter those contacts out. . I used 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 simple “do you still desire my e-mails?” confirmation.