To start constructing an automation in ActiveCampaign, start with a “trigger.” There are a number of methods you can activate an automation, including: When a tag is included When a contact registers for a list When a contact submits a kind E-commerce and on-site choices (available in the “Pro” plan) When the contact reaches a specific point in another automation.
From there, you can start developing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an email Notify an employee Wait conditions If/then conditionals Split traffic for testing Avoid to other parts of the automation Track goals (The contact can skip to the goal’s location 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 Include and remove tags Include a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” functions – .
Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can activate an automation when: The contact submits a type The contact makes a purchase A tag is contributed to the contact A custom field is updated with a specific worth From there, you can create Conditions, to check whether the contact has a certain tag or custom-made field value.
You can also produce Occasions, which are a bit like ActiveCampaign’s Objectives, but without the reporting. You can track an Event when: A tag is added or gotten rid of The contact makes a purchase A date takes place A custom 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 contrast. The main way I develop my list is through an email course. ActiveCampaign makes it easy for me to construct my email course exactly how I wish to develop it. Lots of marketers construct extremely basic email sequences for their “email courses.” A contact signs up, and then that contact immediately starts getting lessons.
It was easy to build with ActiveCampaign, however difficult when I was with MailChimp. I don’t do that technique. My e-mail course is by hand synced with this countdown timer on my site. You need to sign up by Friday night, and a 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 brand-new students to my Design Pitfalls course. There’s a few things going on here: The automation sends all contacts a “welcome email ().” The automation validates 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 pals.
The contact will start 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 difficult for me to automate this with MailChimp.
When I run a webinar, I do not wish to send the same email to every individual on my list. I want to send them the proper email 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 right away struck the “Goal” toward completion of the webinar, and the automation ends. If they don’t sign up, 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, went to, missed out on, or based upon how long they stayed in the webinar. These tags can then set off 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. Individuals who don’t open my emails make it harder for other e-mails to get to the individuals who really want them! The “Pro” strategy of ActiveCampaign has actually lead scoring built in.
Here’s an automation I received 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 adds 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 separate automation removes them from this automation, gets rid of all of those tags, and starts this automation over again.
This automation can be frustrating initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box solution. However, since you can do anything with ActiveCampaign, sometimes you have to construct things from scratch. ActiveCampaign has an alternative to erase non-active customers, which I don’t advise.
Some customers do not have actually tracking turned on, so their opens aren’t recorded. Others still wish to be subscribed however have actually been hectic. Here’s my reactivation series: I send out one email asking if they still wish to be subscribed, and briefly describing why I keep my email list clean. In one week, I send them another email (if they already clicked on the confirmation link in the previous email, they’ve currently been gotten rid of from the automation utilizing a different automation) – .
The automation then unsubscribes them. My e-mails also have a link to a kind where they can enter their email address to let me understand that they don’t have tracking made it possible for. This form adds a tag that I use to filter those contacts out. . I utilized to add 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 a basic “do you still desire my emails?” confirmation.