To start constructing an automation in ActiveCampaign, start with a “trigger.” There are a variety of methods you can set off 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 alternatives (readily available in the “Pro” plan) When the contact reaches a particular point in another automation.
From there, you can start developing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an email Notify a staff member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track goals (The contact can skip 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 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 restricted. On ConvertKit, you can trigger an automation when: The contact sends a type The contact makes a purchase A tag is contributed to the contact A customized field is upgraded with a certain value From there, you can create Conditions, to examine whether the contact has a certain tag or custom field worth.
You can also develop Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is included or eliminated The contact makes a purchase A date occurs A custom-made field is upgraded with a certain 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 main method I build my list is through an e-mail course. ActiveCampaign makes it simple for me to build my email course precisely how I want to develop it. Many online marketers construct extremely simple e-mail series for their “e-mail courses.” A contact register, and after that that contact instantly starts getting lessons.
It was simple to develop with ActiveCampaign, however 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 site. You need to register by Friday night, and a brand-new course begins each Monday early morning. When I initially attempted this method, I was on MailChimp.
Here’s the automation I use to invite new trainees to my Style Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email ().” The automation verifies 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” e-mail 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 out on registration for next week’s class. They’ll get the pump up e-mail 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 don’t want to send the very same e-mail to every person on my list. I wish to send them the appropriate email for their level of engagement – . . Here’s the automation I use to promote an evergreen webinar: First it verifies that they have not currently purchased the item I pitch in the webinar.
Then it sends a series of emails to get them interested in the webinar, and to encourage them to register. If they register, they immediately hit the “Objective” toward completion of the webinar, and the automation ends. If they do not sign up, 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 add tags based upon whether the contact signed up, went to, missed, 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 likely that my e-mails go to spam or Gmail’s promos tab. Individuals who do not open my emails make it harder for other emails to get to the individuals who truly want them! The “Pro” strategy of ActiveCampaign has 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 e-mails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it includes new tags for 7 days, thirty days, 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 begins this automation over once again.
This automation can be overwhelming in the beginning, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box service. However, since you can do anything with ActiveCampaign, in some cases you need to build things from scratch. ActiveCampaign has an option to delete inactive subscribers, which I don’t recommend.
Some customers do not have tracking turned on, so their opens aren’t recorded. Others still wish to be subscribed but have actually been hectic. Here’s my reactivation series: I send out one email asking if they still wish to be subscribed, and briefly discussing why I keep my e-mail list clean. In one week, I send them another e-mail (if they already clicked on the verification link in the previous e-mail, they have actually currently been eliminated from the automation utilizing a separate automation) – .
The automation then unsubscribes them. My emails likewise have a link to a form where they can enter their email address to let me know that they do not have tracking allowed. This form includes a tag that I utilize to filter those contacts out. . I utilized to include this tag when they clicked a link, but when individuals do not have tracking on, it makes those links not work so reliably! I just send out a basic “do you still desire my emails?” verification.