Active Campaign Survey

To start constructing an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can trigger an automation, including: When a tag is added When a contact subscribes to a list When a contact sends a kind E-commerce and on-site choices (offered in the “Pro” strategy) When the contact reaches a certain point in another automation.

From there, you can begin developing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an email Alert a group member Wait conditions If/then conditionals Split traffic for testing Skip 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 information Add and get rid of tags Include 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 limited. On ConvertKit, you can activate an automation when: The contact submits a type The contact makes a purchase A tag is contributed to the contact A custom-made field is updated with a particular value From there, you can create Conditions, to examine whether the contact has a particular tag or customized field value.

You can likewise create Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is included or gotten rid of The contact buys A date takes place A customized field is upgraded with a certain value You do not create emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary method I construct my list is through an email course. ActiveCampaign makes it simple for me to develop my e-mail course precisely how I want to build it. Many marketers construct extremely easy e-mail series for their “e-mail courses.” A contact register, and then that contact immediately starts getting lessons.

It was simple to develop with ActiveCampaign, however difficult when I was with MailChimp. I do not do that technique. My e-mail course is manually synced with this countdown timer on my website. You need to register by Friday night, and a new course starts each Monday early morning. When I initially tried this method, I was on MailChimp.

Here’s the automation I utilize to invite new trainees to my Style Pitfalls course. There’s a few things going on here: The automation sends 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 out a “pump up” email to get the students ready for next week’s course, and encourage 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 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 impossible for me to automate this with MailChimp.

When I run a webinar, I don’t desire to send out the exact same e-mail to every person on my list. I want to send them the suitable e-mail for their level of engagement – . . Here’s the automation I use to promote an evergreen webinar: First it verifies that they haven’t 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 motivate them to register. If they sign up, they immediately hit the “Objective” towards completion of the webinar, and the automation ends. If they do not sign up, they get included 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 combination panel: I can add tags based upon whether the contact registered, went to, missed out on, or based upon the length of time they remained in the webinar. These tags can then trigger automations within ActiveCampaign.

It costs me cash, and it makes it more most likely that my emails go to spam or Gmail’s promotions tab. Individuals who do not open my emails make it harder for other emails to get to the individuals who truly desire them! The “Pro” plan of ActiveCampaign has lead scoring integrated in.

Here’s an automation I got 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 includes new tags for 7 days, 30 days, 60 days, etc Each time they open an email, a different automation removes them from this automation, eliminates all of those tags, and starts this automation over again.

This automation can be overwhelming at initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box service. But, because you can do anything with ActiveCampaign, sometimes you have to construct things from scratch. ActiveCampaign has an option to delete inactive subscribers, which I don’t recommend.

Some customers do not have tracking turned on, so their opens aren’t tape-recorded. Others still wish to be subscribed but have been busy. Here’s my reactivation series: I send one e-mail asking if they still desire to be subscribed, and briefly describing why I keep my e-mail list tidy. In one week, I send them another email (if they currently clicked the confirmation link in the previous e-mail, they’ve already been gotten rid of from the automation using a different 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 adds a tag that I utilize to filter those contacts out. . I utilized to add 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.