To begin developing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can set off an automation, including: When a tag is added When a contact signs up for a list When a contact submits a type 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 start constructing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an email Inform 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 information Include and eliminate tags Add a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” features – .
Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact sends a kind The contact purchases A tag is contributed to the contact A customized field is upgraded with a specific worth From there, you can develop Conditions, to inspect whether the contact has a certain tag or custom-made field value.
You can likewise develop Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is added or eliminated The contact buys A date occurs A custom-made field is updated with a certain value You don’t create e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main method I build my list is through an e-mail course. ActiveCampaign makes it easy for me to construct my email course exactly how I want to develop it. Many online marketers construct really easy email sequences for their “email courses.” A contact register, and after that that contact right away starts getting lessons.
It was simple to build with ActiveCampaign, but difficult when I was with MailChimp. I do not do that approach. My email course is by hand synced with this countdown timer on my website. You have to sign up by Friday night, and a new course begins each Monday morning. When I first tried this method, I was on MailChimp.
Here’s the automation I utilize to invite brand-new students to my Style Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome e-mail ().” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends a “pump up” email to get the students prepared for next week’s course, and encourage them to share it with buddies.
The contact will begin getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed enrollment 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 impossible for me to automate this with MailChimp.
When I run a webinar, I don’t desire to send the very same e-mail to every individual on my list. I want to send them the proper e-mail for their level of engagement – . . Here’s the automation I use to promote an evergreen webinar: First it confirms that they have not already purchased the item I pitch in the webinar.
Then it sends out a series of emails to get them thinking about the webinar, and to encourage them to sign up. If they sign up, they instantly struck the “Goal” towards completion of the webinar, and the automation ends. If they don’t register, they get included to an automation promoting a rebroadcast of the webinar. .
This enables me to customize my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam integration panel: I can include tags based upon whether the contact signed up, attended, 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 e-mails to get to the people who truly want them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.
Here’s an automation I obtained 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, 30 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 again.
This automation can be overwhelming at first, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box option. However, due to the fact that you can do anything with ActiveCampaign, in some cases you have to develop things from scratch. ActiveCampaign has a choice to erase inactive subscribers, which I don’t advise.
Some subscribers don’t have actually tracking switched on, so their opens aren’t recorded. Others still desire to be subscribed however have actually been hectic. Here’s my reactivation sequence: I send one e-mail asking if they still desire to be subscribed, and briefly describing why I keep my email list clean. In one week, I send them another e-mail (if they already clicked the confirmation link in the previous e-mail, they have actually currently been eliminated from the automation using a different automation) – .
The automation then unsubscribes them. My emails likewise have a link to a type where they can enter their email address to let me know that they don’t have tracking allowed. This form includes a tag that I use to filter those contacts out. . I utilized to include this tag when they clicked a link, but when individuals do not have tracking on, it makes those links not work so dependably! I only send an easy “do you still desire my emails?” verification.