To begin constructing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can activate an automation, consisting of: When a tag is added When a contact subscribes to a list When a contact submits a kind E-commerce and on-site options (readily available in the “Pro” plan) When the contact reaches a particular point in another automation.
From there, you can begin constructing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send an e-mail Alert an employee Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track goals (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 information Include and remove tags Include a note Lead scoring, SMS and site 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 kind The contact purchases A tag is contributed to the contact A custom-made field is upgraded with a particular value From there, you can produce Conditions, to inspect whether the contact has a specific tag or customized field worth.
You can also produce Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is included or gotten rid of The contact purchases A date happens A custom-made field is updated with a particular value 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 primary method I build my list is through an email course. ActiveCampaign makes it easy for me to develop my e-mail course precisely how I ‘d like to build it. Lots of online marketers construct very basic email sequences for their “email courses.” A contact register, and after that that contact immediately starts getting lessons.
It was easy to build with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that method. My e-mail course is manually synced with this countdown timer on my site. You have to sign up by Friday night, and a brand-new course starts each Monday morning. When I first 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 till it is Friday. At 11am, it sends out a “pump up” e-mail to get the students all set 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 enrollment for next week’s class. They’ll get the pump up email 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 e-mail to everyone on my list. I desire to send them the proper email for their level of engagement – . . Here’s the automation I use to promote an evergreen webinar: First it verifies that they haven’t already purchased the item I pitch in the webinar.
Then it sends a series of e-mails to get them thinking about the webinar, and to encourage them to register. If they sign up, they instantly hit the “Objective” towards completion of the webinar, and the automation ends. If they don’t register, they get contributed to an automation promoting a rebroadcast of the webinar. .
This enables 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 add tags based upon whether the contact registered, went to, missed out on, or based upon for how long they remained in the webinar. These tags can then activate automations within ActiveCampaign.
It costs me money, and it makes it most likely that my e-mails go to spam or Gmail’s promotions tab. People who don’t open my e-mails make it harder for other emails to get to the people who truly desire them! The “Pro” plan of ActiveCampaign has lead scoring integrated 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 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 e-mail, a separate automation eliminates them from this automation, gets rid of all of those tags, and begins this automation over once again.
This automation can be frustrating at initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box solution. But, due to the fact that you can do anything with ActiveCampaign, often you have to build things from scratch. ActiveCampaign has an alternative to delete non-active subscribers, which I don’t advise.
Some customers do not have tracking turned on, so their opens aren’t taped. Others still want to be subscribed but have actually been busy. Here’s my reactivation sequence: I send one email asking if they still wish to be subscribed, and briefly discussing why I keep my email list tidy. In one week, I send them another email (if they already clicked the verification link in the previous email, they have actually already been removed from the automation utilizing a separate 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 kind includes a tag that I utilize to filter those contacts out. . I utilized to include this tag when they clicked on a link, however when people do not have tracking on, it makes those links not work so reliably! I only send out a simple “do you still want my e-mails?” confirmation.