To start building an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can activate an automation, including: When a tag is added When a contact registers for a list When a contact sends a kind E-commerce and on-site options (readily available in the “Pro” plan) When the contact reaches a specific point in another automation.
From there, you can begin building the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an e-mail Alert a team member Wait conditions If/then conditionals Split traffic for screening Avoid 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 details Include and eliminate tags Include a note Lead scoring, SMS and site messages, and Facebook Custom-made Audience management are all “Pro” functions – .
Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact submits a type The contact buys A tag is contributed to the contact A customized field is upgraded with a particular worth From there, you can produce Conditions, to inspect whether the contact has a specific tag or custom-made field worth.
You can also produce Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Occasion when: A tag is included or eliminated The contact buys A date occurs A custom-made field is upgraded with a certain worth You don’t produce 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 e-mail course. ActiveCampaign makes it easy for me to develop my email course exactly how I want to build it. Many marketers build really simple email series for their “email courses.” A contact register, and after that that contact instantly begins getting lessons.
It was simple to develop with ActiveCampaign, however impossible 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 website. You have to register by Friday night, and a brand-new course starts each Monday early morning. When I first attempted this method, I was on MailChimp.
Here’s the automation I utilize to welcome new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome e-mail ().” The automation validates that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends a “pump up” e-mail to get the trainees prepared for next week’s course, and encourage them to share it with buddies.
The contact will start getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed registration for next week’s class. They’ll get the pump up email the following Friday 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 out the very same email to every individual on my list. I want to send them the suitable email for their level of engagement – . . Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they have not already bought 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 right away hit the “Goal” 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 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 signed up, participated in, missed out on, or based upon the length of time they remained in the webinar. These tags can then set off automations within ActiveCampaign.
It costs me money, and it makes it more most likely that my e-mails go to spam or Gmail’s promos tab. People who do not open my e-mails make it harder for other emails to get to the people who really desire them! The “Pro” plan 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 adds a “0 days” tag. As time passes, it adds new tags for 7 days, one month, 60 days, etc Each time they open an e-mail, a different automation eliminates them from this automation, removes all of those tags, and begins this automation over again.
This automation can be frustrating at first, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box solution. However, since you can do anything with ActiveCampaign, in some cases you need to construct things from scratch. ActiveCampaign has an alternative to erase non-active subscribers, which I don’t advise.
Some customers do not have tracking turned on, so their opens aren’t recorded. Others still wish to be subscribed but have been hectic. Here’s my reactivation sequence: I send out one email asking if they still wish to be subscribed, and briefly explaining why I keep my e-mail list clean. In one week, I send them another e-mail (if they currently clicked on the confirmation link in the previous email, they’ve currently been eliminated from the automation using a different automation) – .
The automation then unsubscribes them. My emails also have a link to a type where they can enter their email address to let me understand that they do not have tracking made it possible for. This form includes a tag that I use to filter those contacts out. . I utilized to add this tag when they clicked a link, however when people do not have tracking on, it makes those links not work so reliably! I just send out an easy “do you still want my e-mails?” confirmation.