To begin developing an automation in ActiveCampaign, begin with a “trigger.” There are a variety of methods you can set off an automation, including: When a tag is included When a contact registers for a list When a contact sends a type E-commerce and on-site choices (offered in the “Pro” plan) When the contact reaches a specific point in another automation.
From there, you can start building the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an email Notify a team member Wait conditions If/then conditionals Split traffic for testing Skip to other parts of the automation Track goals (The contact can avoid to the goal’s place 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 Add and eliminate tags Include a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” functions – .
Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can trigger an automation when: The contact submits a form The contact purchases A tag is contributed to the contact A customized field is upgraded with a certain worth From there, you can develop Conditions, to examine whether the contact has a specific tag or custom field value.
You can also create Occasions, which are a bit like ActiveCampaign’s Goals, but without the reporting. You can track an Event when: A tag is included or removed The contact purchases A date occurs A custom-made field is upgraded with a specific worth You don’t produce e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main method I develop my list is through an email course. ActiveCampaign makes it simple for me to construct my email course exactly how I ‘d like to develop it. Many marketers develop really easy email sequences for their “email courses.” A contact register, and after that that contact instantly starts getting lessons.
It was simple to build with ActiveCampaign, but impossible when I was with MailChimp. I do not do that technique. My email course is manually synced with this countdown timer on my website. You need to register by Friday night, and a new course starts each Monday early morning. When I initially attempted this approach, I was on MailChimp.
Here’s the automation I use to invite brand-new students to my Style Pitfalls course. There’s a few 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 until it is Friday. At 11am, it sends a “pump up” e-mail to get the trainees ready for next week’s course, and motivate them to share it with pals.
The contact will begin 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 e-mail 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 wish to send out the exact same email to every individual on my list. I want to send them the appropriate e-mail for their level of engagement – . . Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they have not currently bought 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 sign up. If they register, they right away struck the “Goal” towards the end of the webinar, and the automation ends. If they don’t 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 integration panel: I can add tags based upon whether the contact signed up, went to, missed out on, or based upon for how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.
It costs me cash, and it makes it more likely that my e-mails go to spam or Gmail’s promotions tab. People who do not open my e-mails make it harder for other e-mails to get to the people who actually want 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 inform which contacts aren’t engaging with my emails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it includes brand-new tags for 7 days, one month, 60 days, etc Each time they open an email, a different automation removes them from this automation, removes all of those tags, and starts this automation over again.
This automation can be frustrating at initially, and this is one of those cases where I want ActiveCampaign had a more out-of-the-box solution. But, due to the fact that you can do anything with ActiveCampaign, sometimes you have to build things from scratch. ActiveCampaign has an alternative to delete inactive subscribers, which I don’t suggest.
Some subscribers don’t have tracking switched on, so their opens aren’t recorded. Others still wish to be subscribed however have been hectic. Here’s my reactivation sequence: I send out one e-mail asking if they still desire to be subscribed, and briefly describing why I keep my e-mail list clean. In one week, I send them another email (if they already clicked on the verification link in the previous email, they have actually already been removed from the automation utilizing 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 type adds a tag that I use to filter those contacts out. . I utilized to add this tag when they clicked on a link, but when people do not have tracking on, it makes those links not work so dependably! I only send a basic “do you still desire my e-mails?” verification.