To begin building an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can set off an automation, consisting of: When a tag is included When a contact subscribes to a list When a contact sends a type E-commerce and on-site options (readily available in the “Pro” strategy) When the contact reaches a specific point in another automation.
From there, you can start building the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an email Alert a staff member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track objectives (The contact can skip to the goal’s place 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 site messages, and Facebook Custom-made Audience management are all “Pro” functions – .
Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can set off an automation when: The contact sends a kind The contact makes a purchase A tag is included to the contact A customized field is updated with a specific worth From there, you can create Conditions, to examine whether the contact has a specific tag or customized field worth.
You can likewise develop 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 makes a purchase A date happens A customized field is upgraded with a specific worth You don’t produce emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main way 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 construct it. Numerous marketers construct really simple email sequences for their “email courses.” A contact signs up, and then that contact immediately begins getting lessons.
It was simple to construct with ActiveCampaign, but impossible when I was with MailChimp. I do not do that technique. My e-mail course is by hand synced with this countdown timer on my site. You have to register by Friday night, and a brand-new course begins each Monday early morning. When I initially attempted this method, I was on MailChimp.
Here’s the automation I utilize to invite brand-new students to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email ().” The automation verifies 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 trainees ready for next week’s course, and encourage them to share it with friends.
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 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 desire to send out the very same email to every person on my list. I wish to send them the appropriate e-mail for their level of engagement – . . Here’s the automation I utilize to promote an evergreen webinar: First it validates that they haven’t currently purchased the item 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 hit the “Objective” towards the end of the webinar, and the automation ends. If they do not register, they get added to an automation promoting a rebroadcast of the webinar. .
This allows 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, went to, missed, or based upon how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.
It costs me cash, and it makes it most likely that my emails go to spam or Gmail’s promotions tab. People who do not open my e-mails make it harder for other e-mails to get to the individuals who really 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 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 new tags for 7 days, thirty days, 60 days, etc Each time they open an email, a separate automation removes them from this automation, removes all of those tags, and begins this automation over once again.
This automation can be overwhelming in the beginning, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box solution. However, because you can do anything with ActiveCampaign, sometimes you need to construct things from scratch. ActiveCampaign has an option to delete inactive customers, which I don’t recommend.
Some customers don’t have tracking turned on, so their opens aren’t taped. Others still desire to be subscribed however have actually been busy. Here’s my reactivation series: I send one e-mail asking if they still desire to be subscribed, and briefly explaining why I keep my email list clean. In one week, I send them another e-mail (if they currently clicked the confirmation link in the previous email, 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 form where they can enter their e-mail address to let me know that they do not have tracking allowed. This type includes a tag that I utilize to filter those contacts out. . I used to include this tag when they clicked a link, but when people don’t have tracking on, it makes those links not work so reliably! I only send out a simple “do you still desire my emails?” verification.