To start developing an automation in ActiveCampaign, begin with a “trigger.” There are a number of ways you can activate an automation, including: When a tag is included When a contact signs up for a list When a contact submits a form E-commerce and on-site options (available in the “Pro” strategy) When the contact reaches a specific point in another automation.
From there, you can begin developing the actions in your automation. Some actions that are offered in ActiveCampaign’s automations are: Send out an email Inform an employee Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (The contact can avoid to the objective’s location in the automation.) Start or end another automation, or end the present automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Add and get rid of tags Include a note Lead scoring, SMS and site messages, and Facebook Customized Audience management are all “Pro” features – .
Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can set off an automation when: The contact sends a form The contact makes a purchase A tag is added to the contact A custom field is upgraded with a certain value From there, you can create Conditions, to inspect whether the contact has a certain tag or custom-made field worth.
You can likewise create Events, 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 field is upgraded with a specific worth You don’t create emails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary way I develop my list is through an e-mail course. ActiveCampaign makes it simple for me to develop my email course exactly how I wish to build it. Many online marketers build extremely basic e-mail series for their “e-mail courses.” A contact register, and then that contact instantly starts getting lessons.
It was easy to construct with ActiveCampaign, but difficult when I was with MailChimp. I do not do that approach. My e-mail course is manually synced with this countdown timer on my website. You need to sign up by Friday night, and a brand-new course begins each Monday early morning. When I first attempted this methodology, I was on MailChimp.
Here’s the automation I utilize to invite new trainees to my Style Pitfalls course. There’s a couple of things going on here: The automation sends out all contacts a “welcome email ().” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits up until it is Friday. At 11am, it sends a “pump up” email to get the students all set for next week’s course, and encourage them to share it with friends.
The contact will start getting lessons the following Monday morning. If it is Friday and after 7pm, the contact missed out on enrollment 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 don’t want to send the same email to everyone on my list. I want to send them the appropriate email for their level of engagement – . . Here’s the automation I utilize to promote an evergreen webinar: First it validates that they have not already purchased the item I pitch in the webinar.
Then it sends a series of e-mails to get them thinking about the webinar, and to motivate them to register. If they register, they right away struck the “Objective” toward the end of the webinar, and the automation ends. If they do not sign up, they get added to an automation promoting a rebroadcast of the webinar. .
This allows me to personalize my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam integration panel: I can add tags based upon whether the contact signed up, attended, missed out on, or based upon how long they stayed in the webinar. These tags can then activate 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 e-mails make it harder for other e-mails to get to the individuals who truly desire them! The “Pro” strategy of ActiveCampaign has actually lead scoring integrated in.
Here’s an automation I got from ActiveCampaign’s library of automations, which I use 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 includes new tags for 7 days, one month, 60 days, etc Each time they open an email, a separate automation removes them from this automation, eliminates 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 solution. However, due to the fact that you can do anything with ActiveCampaign, in some cases you have to construct things from scratch. ActiveCampaign has an alternative to erase non-active customers, which I don’t recommend.
Some customers do not have actually tracking switched on, so their opens aren’t tape-recorded. Others still want to be subscribed however have been busy. Here’s my reactivation sequence: I send out one e-mail asking if they still desire 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 verification link in the previous e-mail, they have actually already been gotten rid of from the automation using a different automation) – .
The automation then unsubscribes them. My emails also have a link to a form where they can enter their e-mail address to let me know that they don’t have tracking allowed. This form adds a tag that I utilize to filter those contacts out. . I utilized to include this tag when they clicked on a link, but when individuals do not have tracking on, it makes those links not work so reliably! I only send an easy “do you still want my emails?” confirmation.