To start constructing an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can activate an automation, consisting of: When a tag is added When a contact signs up for a list When a contact submits a type E-commerce and on-site options (offered in the “Pro” plan) When the contact reaches a certain point in another automation.
From there, you can start building the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an e-mail Alert an employee Wait conditions If/then conditionals Split traffic for screening Skip 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 existing automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Include and remove tags Add a note Lead scoring, SMS and site messages, and Facebook Customized 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 updated with a certain value From there, you can create Conditions, to inspect whether the contact has a specific tag or custom-made field value.
You can likewise create Events, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Occasion when: A tag is added or gotten rid of The contact purchases A date happens A customized field is updated with a particular worth You do not create 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 construct my e-mail course exactly how I wish to develop it. Lots of online marketers build very basic e-mail sequences for their “email courses.” A contact register, and after that that contact immediately starts getting lessons.
It was easy to develop with ActiveCampaign, but impossible when I was with MailChimp. I do not do that method. My email course is manually 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 tried this approach, I was on MailChimp.
Here’s the automation I use to invite new students to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome e-mail ().” The automation confirms 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 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 registration for next week’s class. They’ll get the pump up e-mail 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 don’t wish to send the same e-mail to everyone 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 validates that they haven’t currently purchased 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 register, they immediately hit the “Objective” toward 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 allows 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, participated in, 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 more likely that my e-mails go to spam or Gmail’s promos tab. Individuals who don’t open my emails make it harder for other e-mails to get to the people who really want them! The “Pro” strategy 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 emails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds 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 starts this automation over again.
This automation can be overwhelming in the beginning, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box option. But, since you can do anything with ActiveCampaign, sometimes you have to build things from scratch. ActiveCampaign has an alternative to erase inactive customers, which I do not advise.
Some subscribers do not have tracking switched on, so their opens aren’t taped. Others still wish to be subscribed however have been busy. Here’s my reactivation series: I send one e-mail asking if they still wish to be subscribed, and briefly discussing why I keep my e-mail list tidy. In one week, I send them another e-mail (if they currently clicked the confirmation link in the previous email, they have actually already 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 email address to let me understand that they don’t have tracking enabled. This type includes a tag that I use to filter those contacts out. . I utilized to include this tag when they clicked on a link, but when people do not have tracking on, it makes those links not work so dependably! I just send a basic “do you still desire my emails?” confirmation.