To start building an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can activate an automation, consisting of: When a tag is included When a contact subscribes to a list When a contact submits a kind E-commerce and on-site options (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 offered in ActiveCampaign’s automations are: Send an email Alert a team member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (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 Add and eliminate tags Include a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” features – .
Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can trigger an automation when: The contact sends a form The contact makes a purchase A tag is contributed to the contact A custom field is upgraded with a particular worth From there, you can create Conditions, to check whether the contact has a certain tag or customized field worth.
You can likewise produce Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is added or eliminated The contact purchases A date occurs A customized field is upgraded with a particular value You do not produce emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary way I develop my list is through an email course. ActiveCampaign makes it simple for me to develop my email course exactly how I wish to construct it. Many online marketers develop really easy email series for their “e-mail courses.” A contact signs up, and then that contact immediately starts getting lessons.
It was simple to develop with ActiveCampaign, but difficult when I was with MailChimp. I don’t do that method. My email 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 morning. When I initially tried this methodology, I was on MailChimp.
Here’s the automation I utilize to invite new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email ().” 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” email to get the trainees prepared for next week’s course, and motivate them to share it with friends.
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 difficult for me to automate this with MailChimp.
When I run a webinar, I do not want to send the same e-mail to everyone on my list. I want to send them the suitable 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 item I pitch in the webinar.
Then it sends out a series of emails to get them interested in the webinar, and to encourage them to sign up. If they register, they right away hit the “Objective” toward the end of the webinar, and the automation ends. If they do not register, they get contributed to an automation promoting a rebroadcast of the webinar. .
This allows me to tailor 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 registered, attended, missed, or based upon how long they remained in the webinar. These tags can then activate automations within ActiveCampaign.
It costs me cash, and it makes it 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 emails to get to the people who truly want them! The “Pro” plan of ActiveCampaign has actually lead scoring built in.
Here’s an automation I got from ActiveCampaign’s library of automations, which I use to inform which contacts aren’t engaging with my emails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it includes new tags for 7 days, thirty days, 60 days, etc Each time they open an e-mail, a separate 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 service. However, due to the fact that you can do anything with ActiveCampaign, often you need to build things from scratch. ActiveCampaign has a choice to erase inactive customers, which I don’t advise.
Some customers do not have tracking turned on, so their opens aren’t tape-recorded. Others still desire to be subscribed but have been busy. Here’s my reactivation sequence: I send out one e-mail 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 e-mail (if they currently clicked the confirmation link in the previous e-mail, they’ve currently been gotten rid of from the automation utilizing 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 know that they do not have tracking enabled. This kind includes a tag that I utilize to filter those contacts out. . I used to include this tag when they clicked on a link, but when individuals don’t have tracking on, it makes those links not work so dependably! I only send an easy “do you still desire my emails?” verification.