Active Campaign Tools

To begin constructing 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 signs up for a list When a contact sends a type E-commerce and on-site alternatives (offered 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 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 goal’s place 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 eliminate tags Add a note Lead scoring, SMS and site messages, and Facebook Custom 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 submits a form The contact makes a purchase A tag is added to the contact A customized field is updated with a particular value From there, you can produce Conditions, to check whether the contact has a particular tag or custom field worth.

You can also produce Events, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Occasion 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 don’t develop emails 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 e-mail course. ActiveCampaign makes it easy for me to build my email course precisely how I want to build it. Lots of online marketers construct very basic e-mail sequences for their “email courses.” A contact register, and after that that contact right away begins getting lessons.

It was simple to develop with ActiveCampaign, but impossible when I was with MailChimp. I do not do that method. My e-mail course is by hand synced with this countdown timer on my website. You have to sign up by Friday night, and a brand-new course begins each Monday early morning. When I first attempted this methodology, I was on MailChimp.

Here’s the automation I use to invite brand-new students to my Style Pitfalls course. There’s a few 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 till it is Friday. At 11am, it sends a “pump up” e-mail 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 out on enrollment 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 impossible for me to automate this with MailChimp.

When I run a webinar, I do not desire to send out the very same e-mail to everyone on my list. I desire to send them the proper 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 bought the product 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 register, they immediately struck the “Objective” towards the end of the webinar, and the automation ends. If they do not register, they get included 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 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 set off automations within ActiveCampaign.

It costs me cash, and it makes it more likely that my emails 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 actually desire them! The “Pro” plan of ActiveCampaign has actually lead scoring constructed in.

Here’s an automation I obtained from ActiveCampaign’s library of automations, which I utilize to tell which contacts aren’t engaging with my emails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds new tags for 7 days, 30 days, 60 days, etc Each time they open an email, a different automation eliminates them from this automation, eliminates all of those tags, and begins this automation over once again.

This automation can be frustrating in the beginning, and this is among those cases where I want ActiveCampaign had a more out-of-the-box service. However, because you can do anything with ActiveCampaign, often you need to develop things from scratch. ActiveCampaign has a choice to delete non-active subscribers, which I don’t suggest.

Some customers do not have tracking switched on, so their opens aren’t taped. Others still want to be subscribed but have actually been hectic. Here’s my reactivation series: I send out one email asking if they still wish to be subscribed, and briefly explaining why I keep my email list tidy. In one week, I send them another email (if they currently clicked on the confirmation link in the previous email, they’ve already been eliminated from the automation using a separate automation) – .

The automation then unsubscribes them. My e-mails also have a link to a form where they can enter their email address to let me know 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 on a link, however when individuals do not have tracking on, it makes those links not work so reliably! I just send an easy “do you still desire my emails?” confirmation.