To start building an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can set off an automation, including: When a tag is included When a contact subscribes to a list When a contact submits a type E-commerce and on-site alternatives (available in the “Pro” plan) When the contact reaches a particular point in another automation.
From there, you can start constructing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an email Notify a group member Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track objectives (The contact can avoid to the objective’s location in the automation.) Start or end another automation, or end the present automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Include and get rid of tags Add a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” functions – .
Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can activate an automation when: The contact submits a form The contact buys A tag is contributed to the contact A custom-made field is upgraded with a specific worth From there, you can develop Conditions, to examine whether the contact has a certain tag or custom field value.
You can also create 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 purchases A date happens A custom field is upgraded with a specific worth 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 email course. ActiveCampaign makes it simple for me to develop my email course precisely how I want to construct it. Lots of online marketers construct very simple email sequences for their “e-mail courses.” A contact register, and then that contact immediately begins getting lessons.
It was easy to build with ActiveCampaign, but difficult 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 website. You need to sign up by Friday night, and a brand-new course begins each Monday early morning. When I first tried this approach, I was on MailChimp.
Here’s the automation I use to welcome new trainees to my Design Pitfalls course. There’s a couple of 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 till it is Friday. At 11am, it sends out a “pump up” e-mail to get the trainees prepared for next week’s course, and motivate them to share it with buddies.
The contact will begin getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed 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 email to every person on my list. I wish 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 confirms that they haven’t already acquired the product I pitch in the webinar.
Then it sends a series of emails to get them interested in the webinar, and to motivate them to register. If they sign up, they right away struck the “Goal” towards completion 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 combination panel: I can add tags based upon whether the contact registered, participated in, missed out on, or based upon how long they stayed in the webinar. These tags can then activate automations within ActiveCampaign.
It costs me cash, and it makes it more most likely that my e-mails go to spam or Gmail’s promotions tab. People who don’t open my emails make it harder for other emails to get to individuals who actually desire them! The “Pro” plan of ActiveCampaign has actually lead scoring developed in.
Here’s an automation I got from ActiveCampaign’s library of automations, which I use 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 brand-new tags for 7 days, one month, 60 days, etc Each time they open an email, a different automation removes 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 option. However, because you can do anything with ActiveCampaign, often you need to build things from scratch. ActiveCampaign has a choice to delete inactive customers, which I do not advise.
Some subscribers do not have tracking switched on, so their opens aren’t recorded. Others still desire to be subscribed but have been busy. Here’s my reactivation series: I send one e-mail asking if they still want to be subscribed, and briefly explaining why I keep my e-mail list clean. In one week, I send them another email (if they already clicked the verification link in the previous e-mail, they have actually currently been gotten rid of from the automation using a separate automation) – .
The automation then unsubscribes them. My emails also have a link to a kind where they can enter their e-mail address to let me understand that they don’t have tracking made it possible for. This type includes 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 dependably! I only send a simple “do you still desire my e-mails?” verification.