To begin developing an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can set off an automation, including: When a tag is added When a contact registers for a list When a contact sends a form 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 building the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an email Notify a staff member Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track objectives (The contact can avoid to the goal’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 get rid of tags Add 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 set off an automation when: The contact sends a form The contact purchases A tag is included to the contact A custom field is updated with a certain worth From there, you can create Conditions, to check whether the contact has a particular tag or custom field value.
You can also create Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is added or gotten rid of The contact buys A date occurs A custom field is upgraded with a specific worth You don’t produce emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary way I build my list is through an e-mail course. ActiveCampaign makes it simple for me to construct my email course precisely how I wish to build it. Many online marketers develop extremely basic e-mail series for their “e-mail courses.” A contact indications up, and after that that contact instantly begins getting lessons.
It was simple to construct with ActiveCampaign, but impossible when I was with MailChimp. I don’t do that approach. My e-mail course is manually synced with this countdown timer on my website. You have to register by Friday night, and a new course starts each Monday early morning. When I initially tried this method, I was on MailChimp.
Here’s the automation I use to invite brand-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 validates that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends a “pump up” e-mail to get the trainees ready 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 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 want to send the same email to every person on my list. I wish to send them the appropriate e-mail for their level of engagement – . . Here’s the automation I use to promote an evergreen webinar: First it verifies that they have not already bought the product I pitch in the webinar.
Then it sends out a series of e-mails to get them interested in the webinar, and to motivate them to sign up. 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 added 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 combination panel: I can add tags based upon whether the contact registered, participated in, missed, or based upon how long they stayed in the webinar. These tags can then trigger automations within ActiveCampaign.
It costs me cash, and it makes it most likely that my emails go to spam or Gmail’s promos tab. People who don’t open my emails make it harder for other emails to get to individuals who actually want them! The “Pro” plan 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 new tags for 7 days, one month, 60 days, etc Each time they open an email, a different automation removes them from this automation, gets rid of all of those tags, and starts this automation over again.
This automation can be overwhelming initially, and this is among those cases where I wish ActiveCampaign had a more out-of-the-box option. But, due to the fact that you can do anything with ActiveCampaign, often you have to construct things from scratch. ActiveCampaign has an alternative to erase inactive customers, which I do not recommend.
Some subscribers don’t have tracking switched on, so their opens aren’t taped. Others still want to be subscribed however have actually been busy. Here’s my reactivation series: I send one email asking if they still wish to be subscribed, and briefly discussing why I keep my email list tidy. In one week, I send them another email (if they already clicked on the verification link in the previous e-mail, they’ve already been removed from the automation utilizing a different automation) – .
The automation then unsubscribes them. My e-mails likewise have a link to a type where they can enter their email address to let me know that they don’t have tracking made it possible for. This type adds a tag that I use to filter those contacts out. . I used to add this tag when they clicked on a link, however when people do not have tracking on, it makes those links not work so reliably! I just send out a simple “do you still desire my emails?” verification.